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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
AR
1301
Apeiron RIA
Texas
$631K
BKA
1302
Brick & Kyle Associates
Pennsylvania
$631K
CMMS
1303
Comprehensive Money Management Services
Florida
$628K
KFA
1304
Kelleher Financial Advisors
New York
$628K
OWA
1305
Octavia Wealth Advisors
Ohio
$624K
CT
1306
Colonial Trust
South Carolina
$621K
BHA
1307
Beech Hill Advisors
New York
$620K
PP
1308
Patten & Patten
Tennessee
$619K
BCMLT
1309
Beacon Capital Management LLC (Tennessee)
Tennessee
$617K
IMT
1310
Investment Management Trust
Massachusetts
$615K
SGWP
1311
Sun Group Wealth Partners
California
$615K
SCM
1312
Shelton Capital Management
Colorado
$614K
FFC
1313
First Financial Corp
Indiana
$613K
TP
1314
Tranquility Partners
Tennessee
$612K
ZIM
1315
Zacks Investment Management
Illinois
$611K
CAWM
1316
Capital Advisors Wealth Management
Washington
$611K
PP
1317
PDS Planning
Ohio
$609K
OAG
1318
Oakmont Advisory Group
New Mexico
$607K
AFW
1319
Avantra Family Wealth
Pennsylvania
$607K
BW
1320
Basepoint Wealth
Iowa
$606K
SFG
1321
Strive Financial Group
Indiana
$603K
PK
1322
Pflug Koory
Nebraska
$602K
IWM
1323
Iams Wealth Management
Nebraska
$601K
RCWM
1324
Red Crane Wealth Management
California
$600K
MAM
1325
Milestone Asset Management
Pennsylvania
$598K