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Schwab US Dividend Equity ETF

2,042 hedge funds and large institutions have $24.9B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 869 increasing their positions, 750 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,9322,042 (+110)

1% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

1.01% less ownership

Funds ownership: 30.79%29.78% (-1%)

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$111M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWRP
1201
Cassady Wealth & Retirement Planning
Nevada
$784K
MHS
1202
M Holdings Securities
Oregon
$781K
BF
1203
Bonfire Financial
Colorado
$780K
BCG
1204
Breakwater Capital Group
New Jersey
$778K
SPL
1205
Smart Portfolios LLC
Washington
$778K
FWA
1206
FSM Wealth Advisors
Ohio
$777K
GBFG
1207
Gerald Baker Financial Group
Texas
$777K
PJSIMP
1208
P.J. Schmidt Investment Management (PJS)
Wisconsin
$775K
ACA
1209
American Capital Advisory
Idaho
$771K
RM
1210
RCW Management
Florida
$770K
EWA
1211
Etesian Wealth Advisors
Oregon
$765K
WETS
1212
Wealth Enhancement Trust Services
South Dakota
$765K
EIA
1213
Eldridge Investment Advisors
New Hampshire
$764K
LAIC
1214
Lederer & Associates Investment Counsel
California
$764K
NSAM
1215
North Star Asset Management
Wisconsin
$762K
BIM
1216
Baldwin Investment Management
Pennsylvania
$762K
CFCS
1217
CDM Financial Counseling Services
Connecticut
$760K
SWA
1218
Strategies Wealth Advisors
Michigan
$759K
TNBTD
1219
Trustmark National Bank Trust Department
Mississippi
$759K
HCM
1220
Howard Capital Management
Georgia
$758K
BIG
1221
Builder Investment Group
Georgia
$758K
NFS
1222
NewCorp Financial Services
Georgia
$755K
CD
1223
Chapin Davis
Maryland
$753K
PB
1224
Pinnacle Bancorp
Nebraska
$751K
AWM
1225
Abound Wealth Management
Tennessee
$746K