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Schwab US Dividend Equity ETF

2,025 hedge funds and large institutions have $24.8B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 863 increasing their positions, 744 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 1,9262,025 (+99)

1% less call options, than puts

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

1.08% less ownership

Funds ownership: 30.77%29.69% (-1.1%)

Holders
2,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
242
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
CBA
101
Coastal Bridge Advisors
Connecticut
$35.5M
IPW
102
Intergy Private Wealth
Colorado
$35.4M
EH
103
Equitable Holdings
New York
$34.7M
SCM
104
Steele Capital Management
Iowa
$34.6M
AA
105
Apriem Advisors
California
$34.3M
IWC
106
Integrated Wealth Concepts
Massachusetts
$33.8M
PA
107
PFG Advisors
Arizona
$33.7M
William Blair & Company
108
William Blair & Company
Illinois
$33.6M
SFA
109
Souders Financial Advisors
Ohio
$32.6M
EI
110
eCIO Inc
Wisconsin
$31.2M
IAA
111
Independent Advisor Alliance
North Carolina
$31.2M
AFG
112
Albion Financial Group
Utah
$31M
GVAG
113
Great Valley Advisor Group
Delaware
$30.6M
ACA
114
Aspire Capital Advisors
Washington
$30.1M
WMWM
115
Whitaker-Myers Wealth Managers
Ohio
$30.1M
AFP
116
Ausdal Financial Partners
Iowa
$29.7M
Bank of New York Mellon
117
Bank of New York Mellon
New York
$29.6M
FI
118
Financial Insights
Washington
$28.9M
NDSI
119
Newman Dignan & Sheerar Inc
Rhode Island
$28.8M
ECML
120
Eagle Capital Management (Louisiana)
Louisiana
$28.5M
RW
121
Regimen Wealth
Georgia
$28.5M
SA
122
Sanctuary Advisors
Indiana
$28M
RIA
123
Regal Investment Advisors
Michigan
$27.9M
WFS
124
Walker Financial Services
Kentucky
$27.3M
CTC
125
Central Trust Company
Missouri
$27.3M