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Schwab US Dividend Equity ETF

2,019 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, 859 increasing their positions, 741 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: 1,9242,019 (+95)

1% less call options, than puts

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

1.11% less ownership

Funds ownership: 30.77%29.66% (-1.1%)

Holders
2,019
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
241
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
PMSA
1226
Patrick M. Sweeney & Associates
Illinois
$717K
SW
1227
SVB Wealth
Massachusetts
$715K
OWP
1228
Obermeyer Wealth Partners
Colorado
$713K
MW
1229
Merited Wealth
Florida
$713K
WOSD
1230
WFA of San Diego
California
$707K
BAM
1231
Berkshire Asset Management
Pennsylvania
$707K
KWS
1232
Keystone Wealth Services
California
$707K
DWA
1233
Delap Wealth Advisory
Oregon
$704K
CWM
1234
Concentrum Wealth Management
California
$704K
PAG
1235
Paladin Advisory Group
Iowa
$703K
FC
1236
Fulcrum Capital
Washington
$702K
MWA
1237
Meridian Wealth Advisors
Texas
$700K
DQRIM
1238
Dale Q Rice Investment Management
Washington
$700K
LWM
1239
Lyell Wealth Management
California
$697K
LWA
1240
Lantern Wealth Advisors
New York
$696K
AP
1241
Appleton Partners
Massachusetts
$696K
CD
1242
Capital Developers
North Carolina
$694K
S
1243
SignatureFD
Georgia
$693K
EW
1244
Element Wealth
Mississippi
$692K
1WM
1245
1900 Wealth Management
Texas
$691K
BWP
1246
Balboa Wealth Partners
Arizona
$689K
SLP
1247
Storen Legacy Partners
Indiana
$686K
CC
1248
Cypress Capital
Tennessee
$686K
WJWM
1249
Williams Jones Wealth Management
New York
$683K
MA
1250
Mezzasalma Advisors
New Jersey
$683K