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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
CWM
1251
Concentrum Wealth Management
California
$704K
PAG
1252
Paladin Advisory Group
Iowa
$703K
FC
1253
Fulcrum Capital
Washington
$702K
MWA
1254
Meridian Wealth Advisors
Texas
$700K
DQRIM
1255
Dale Q Rice Investment Management
Washington
$700K
LWM
1256
Lyell Wealth Management
California
$697K
LWA
1257
Lantern Wealth Advisors
New York
$696K
AP
1258
Appleton Partners
Massachusetts
$696K
CD
1259
Capital Developers
North Carolina
$694K
S
1260
SignatureFD
Georgia
$693K
EW
1261
Element Wealth
Mississippi
$692K
1WM
1262
1900 Wealth Management
Texas
$691K
BWP
1263
Balboa Wealth Partners
Arizona
$689K
SLP
1264
Storen Legacy Partners
Indiana
$686K
CC
1265
Cypress Capital
Tennessee
$686K
WJWM
1266
Williams Jones Wealth Management
New York
$683K
MA
1267
Mezzasalma Advisors
New Jersey
$683K
MW
1268
Members Wealth
Pennsylvania
$682K
EPI
1269
Eddie Patel Inc
Illinois
$681K
GSWM
1270
Golden State Wealth Management
California
$680K
CP
1271
Capital Planning
Washington
$680K
SWRP
1272
Summit Wealth & Retirement Planning
California
$679K
OFS
1273
OMC Financial Services
New York
$678K
KHCM
1274
Kirtland Hills Capital Management
Ohio
$677K
JRPIM
1275
Journey Retirement Planning & Investment Management
Idaho
$674K