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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
AT
1276
American Trust
Kentucky
$640K
FCP
1277
Fidelis Capital Partners
Florida
$640K
CFS
1278
Commonwealth Financial Services
West Virginia
$639K
AFM
1279
Abbot Financial Management
Massachusetts
$638K
SHJ
1280
Sharkey, Howes & Javer
Colorado
$636K
CPCM
1281
Cardinal Point Capital Management
Ontario, Canada
$634K
AA
1282
Ascent Advisors
Minnesota
$632K
UFA
1283
Unify Financial Advisors
Florida
$632K
AR
1284
Apeiron RIA
Texas
$631K
CMMS
1285
Comprehensive Money Management Services
Florida
$628K
KFA
1286
Kelleher Financial Advisors
New York
$628K
OWA
1287
Octavia Wealth Advisors
Ohio
$624K
CT
1288
Colonial Trust
South Carolina
$621K
BHA
1289
Beech Hill Advisors
New York
$620K
PP
1290
Patten & Patten
Tennessee
$619K
BCMLT
1291
Beacon Capital Management LLC (Tennessee)
Tennessee
$617K
IMT
1292
Investment Management Trust
Massachusetts
$615K
SGWP
1293
Sun Group Wealth Partners
California
$615K
SCM
1294
Shelton Capital Management
Colorado
$614K
FFC
1295
First Financial Corp
Indiana
$613K
TP
1296
Tranquility Partners
Tennessee
$612K
ZIM
1297
Zacks Investment Management
Illinois
$611K
CAWM
1298
Capital Advisors Wealth Management
Washington
$611K
PP
1299
PDS Planning
Ohio
$609K
OAG
1300
Oakmont Advisory Group
New Mexico
$607K