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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
FW
1276
Fairway Wealth
Ohio
$674K
IWP
1277
Integrity Wealth Partners
California
$669K
MG
1278
Mather Group
Illinois
$668K
ESB
1279
Essex Savings Bank
Connecticut
$666K
BWP
1280
BSW Wealth Partners
Colorado
$664K
MCCP
1281
Mission Creek Capital Partners
California
$662K
AF
1282
Aldebaran Financial
$660K
MCP
1283
Martin Capital Partners
Oregon
$659K
GT
1284
Glenmede Trust
Pennsylvania
$657K
VV
1285
Verity & Verity
South Carolina
$656K
GAM
1286
Gemmer Asset Management
California
$654K
SL
1287
Salomon & Ludwin
Virginia
$651K
RFC
1288
Regions Financial Corp
Alabama
$649K
BCWM
1289
Bartlett & Co Wealth Management
Ohio
$648K
CFG
1290
Clayton Financial Group
Missouri
$644K
T
1291
Tidemark
California
$644K
SF
1292
Steffes Financial
Kansas
$643K
AT
1293
American Trust
Kentucky
$640K
FCP
1294
Fidelis Capital Partners
Florida
$640K
CFS
1295
Commonwealth Financial Services
West Virginia
$639K
AFM
1296
Abbot Financial Management
Massachusetts
$638K
SHJ
1297
Sharkey, Howes & Javer
Colorado
$636K
CPCM
1298
Cardinal Point Capital Management
Ontario, Canada
$634K
AA
1299
Ascent Advisors
Minnesota
$632K
UFA
1300
Unify Financial Advisors
Florida
$632K