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Schwab US Dividend Equity ETF

2,043 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, 870 increasing their positions, 749 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 749

16% more funds holding in top 10

Funds holding in top 10: 211245 (+34)

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.84B)

6% more funds holding

Funds holding: 1,9342,043 (+109)

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
2,043
Holders Change
+109
Holders Change %
+5.64%
% of All Funds
25.17%
Holding in Top 10
245
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.11%
% of All Funds
3.02%
New
231
Increased
870
Reduced
749
Closed
80
Calls
$109M
Puts
$111M
Net Calls
-$1.5M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
101
Coastal Bridge Advisors
Connecticut
$35.5M +$1.36M +44,682 +4%
IPW
102
Intergy Private Wealth
Colorado
$35.4M +$2.18M +71,724 +7%
EH
103
Equitable Holdings
New York
$34.7M +$3.76M +123,987 +11%
SCM
104
Steele Capital Management
Iowa
$34.6M +$48.2K +1,590 +0.1%
AA
105
Apriem Advisors
California
$34.3M +$7.62M +251,065 +29%
IWC
106
Integrated Wealth Concepts
Massachusetts
$33.8M +$22.5M +740,511 +206%
PA
107
PFG Advisors
Arizona
$33.7M +$10.7M +351,699 +47%
William Blair & Company
108
William Blair & Company
Illinois
$33.6M +$77.7K +2,563 +0.2%
SFA
109
Souders Financial Advisors
Ohio
$32.6M +$26.8K +883 +0.1%
EI
110
eCIO Inc
Wisconsin
$31.2M -$2.14M -70,586 -6%
IAA
111
Independent Advisor Alliance
North Carolina
$31.2M +$26.3M +868,536 +591%
AFG
112
Albion Financial Group
Utah
$31M +$74.2K +2,446 +0.2%
GVAG
113
Great Valley Advisor Group
Delaware
$30.6M +$1.23M +40,504 +4%
ACA
114
Aspire Capital Advisors
Washington
$30.1M -$2.52M -83,161 -8%
WMWM
115
Whitaker-Myers Wealth Managers
Ohio
$30.1M +$144K +4,748 +0.5%
AFP
116
Ausdal Financial Partners
Iowa
$29.7M -$1.29M -42,609 -4%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$29.6M +$3.99M +131,686 +16%
FI
118
Financial Insights
Washington
$28.9M +$952K +31,377 +3%
NDSI
119
Newman Dignan & Sheerar Inc
Rhode Island
$28.8M -$471K -15,522 -2%
ECML
120
Eagle Capital Management (Louisiana)
Louisiana
$28.5M +$71.4K +2,355 +0.3%
RW
121
Regimen Wealth
Georgia
$28.5M +$6.12M +201,735 +28%
NA
122
NewEdge Advisors
Louisiana
$28.3M -$3.98M -131,109 -12%
SA
123
Sanctuary Advisors
Indiana
$28M +$12.6M +414,039 +83%
RIA
124
Regal Investment Advisors
Michigan
$27.9M -$1.74M -57,340 -6%
WFS
125
Walker Financial Services
Kentucky
$27.3M -$4.46M -146,937 -14%