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Schwab US Dividend Equity ETF

2,016 hedge funds and large institutions have $24.7B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 858 increasing their positions, 739 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: 1,9232,016 (+93)

1% less call options, than puts

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

1.18% less ownership

Funds ownership: 30.77%29.59% (-1.2%)

Holders
2,016
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
240
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
IPW
101
Intergy Private Wealth
Colorado
$35.4M
EH
102
Equitable Holdings
New York
$34.7M
SCM
103
Steele Capital Management
Iowa
$34.6M
AA
104
Apriem Advisors
California
$34.3M
IWC
105
Integrated Wealth Concepts
Massachusetts
$33.8M
PA
106
PFG Advisors
Arizona
$33.7M
William Blair & Company
107
William Blair & Company
Illinois
$33.6M
SFA
108
Souders Financial Advisors
Ohio
$32.6M
EI
109
eCIO Inc
Wisconsin
$31.2M
IAA
110
Independent Advisor Alliance
North Carolina
$31.2M
AFG
111
Albion Financial Group
Utah
$31M
GVAG
112
Great Valley Advisor Group
Delaware
$30.6M
ACA
113
Aspire Capital Advisors
Washington
$30.1M
WMWM
114
Whitaker-Myers Wealth Managers
Ohio
$30.1M
AFP
115
Ausdal Financial Partners
Iowa
$29.7M
Bank of New York Mellon
116
Bank of New York Mellon
New York
$29.6M
FI
117
Financial Insights
Washington
$28.9M
NDSI
118
Newman Dignan & Sheerar Inc
Rhode Island
$28.8M
ECML
119
Eagle Capital Management (Louisiana)
Louisiana
$28.5M
RW
120
Regimen Wealth
Georgia
$28.5M
SA
121
Sanctuary Advisors
Indiana
$28M
RIA
122
Regal Investment Advisors
Michigan
$27.9M
WFS
123
Walker Financial Services
Kentucky
$27.3M
CTC
124
Central Trust Company
Missouri
$27.3M
MNA
125
Manning & Napier Advisors
New York
$27.3M