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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
DF
1326
Downshift Financial
Colorado
$565K
SIAP
1327
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$562K
TFGT
1328
TS Financial Group (TSFG)
Illinois
$562K
WMP
1329
Wealth Management Partners
Arizona
$562K
MCP
1330
Mirador Capital Partners
California
$560K
LFA
1331
Legacy Financial Advisors
Kentucky
$558K
OFG
1332
Omega Financial Group
California
$557K
FSBI
1333
Fearless Solutions (Best Invest)
Texas
$548K
SWMG
1334
Signature Wealth Management Group
Georgia
$548K
M1FG
1335
Mach-1 Financial Group
Arkansas
$544K
SW
1336
SkyOak Wealth
Michigan
$544K
SIC
1337
Sigma Investment Counselors
Michigan
$543K
SLA
1338
Silver Lake Advisory
Utah
$543K
HP
1339
Holistic Planning
Texas
$541K
CCP
1340
Clarkston Capital Partners
Michigan
$540K
PS
1341
Planned Solutions
California
$539K
RMC
1342
Ring Mountain Capital
California
$538K
BCM
1343
Basso Capital Management
Connecticut
$538K
NEWAS
1344
N.E.W. Advisory Services
Wisconsin
$538K
SWP
1345
Stone Wealth Partners
Louisiana
$537K
CMI
1346
Clare Market Investments
Texas
$537K
ACM
1347
Andina Capital Management
Utah
$536K
AWM
1348
Angeles Wealth Management
California
$536K
RMDI
1349
R.M. Davis Inc
Maine
$535K
CC
1350
Citrine Capital
California
$535K