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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
CSI
1326
Cross Staff Investments
New York
$597K
4WM
1327
49 Wealth Management
Texas
$595K
TBFA
1328
Three Bearings Fiduciary Advisors
New Hampshire
$590K
ARC
1329
Advisor Resource Council
Texas
$590K
OC
1330
Optima Capital
Oregon
$589K
VPIM
1331
Vanguard Personalized Indexing Management
California
$588K
FGAM
1332
Financial Gravity Asset Management
Texas
$588K
BCP
1333
Blue Chip Partners
Michigan
$588K
KF
1334
Ketron Financial
California
$584K
SWM
1335
Sherman Wealth Management
Maryland
$582K
MWP
1336
Meriwether Wealth & Planning
Louisiana
$580K
PNFS
1337
PW Nova Financial Services
Pennsylvania
$579K
FA
1338
FC Advisory
Pennsylvania
$578K
KCFA
1339
Key Client Fiduciary Advisors
New Jersey
$578K
SHA
1340
Seneca House Advisors
Virginia
$575K
ALWM
1341
Andrews Lucia Wealth Management
California
$574K
BRG
1342
Bay Rivers Group
Virginia
$573K
KDA
1343
Kraft Davis & Associates
Missouri
$569K
RWM
1344
Ritholtz Wealth Management
New York
$565K
DF
1345
Downshift Financial
Colorado
$565K
SIAP
1346
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$562K
TFGT
1347
TS Financial Group (TSFG)
Illinois
$562K
WMP
1348
Wealth Management Partners
Arizona
$562K
MCP
1349
Mirador Capital Partners
California
$560K
LFA
1350
Legacy Financial Advisors
Kentucky
$558K