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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
AFW
1301
Avantra Family Wealth
Pennsylvania
$607K
BW
1302
Basepoint Wealth
Iowa
$606K
SFG
1303
Strive Financial Group
Indiana
$603K
PK
1304
Pflug Koory
Nebraska
$602K
IWM
1305
Iams Wealth Management
Nebraska
$601K
RCWM
1306
Red Crane Wealth Management
California
$600K
MAM
1307
Milestone Asset Management
Pennsylvania
$598K
CSI
1308
Cross Staff Investments
New York
$597K
4WM
1309
49 Wealth Management
Texas
$595K
ARC
1310
Advisor Resource Council
Texas
$590K
OC
1311
Optima Capital
Oregon
$589K
VPIM
1312
Vanguard Personalized Indexing Management
California
$588K
FGAM
1313
Financial Gravity Asset Management
Texas
$588K
BCP
1314
Blue Chip Partners
Michigan
$588K
KF
1315
Ketron Financial
California
$584K
SWM
1316
Sherman Wealth Management
Maryland
$582K
MWP
1317
Meriwether Wealth & Planning
Louisiana
$580K
PNFS
1318
PW Nova Financial Services
Pennsylvania
$579K
FA
1319
FC Advisory
Pennsylvania
$578K
KCFA
1320
Key Client Fiduciary Advisors
New Jersey
$578K
SHA
1321
Seneca House Advisors
Virginia
$575K
ALWM
1322
Andrews Lucia Wealth Management
California
$574K
BRG
1323
Bay Rivers Group
Virginia
$573K
KDA
1324
Kraft Davis & Associates
Missouri
$569K
RWM
1325
Ritholtz Wealth Management
New York
$565K