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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
OFG
1351
Omega Financial Group
California
$557K
FMI
1352
Financial Management Inc
Arkansas
$551K
FSBI
1353
Fearless Solutions (Best Invest)
Texas
$548K
SWMG
1354
Signature Wealth Management Group
Georgia
$548K
M1FG
1355
Mach-1 Financial Group
Arkansas
$544K
SW
1356
SkyOak Wealth
Michigan
$544K
SIC
1357
Sigma Investment Counselors
Michigan
$543K
SLA
1358
Silver Lake Advisory
Utah
$543K
HP
1359
Holistic Planning
Texas
$541K
CCP
1360
Clarkston Capital Partners
Michigan
$540K
PS
1361
Planned Solutions
California
$539K
RMC
1362
Ring Mountain Capital
California
$538K
BCM
1363
Basso Capital Management
Connecticut
$538K
NEWAS
1364
N.E.W. Advisory Services
Wisconsin
$538K
SWP
1365
Stone Wealth Partners
Louisiana
$537K
CMI
1366
Clare Market Investments
Texas
$537K
ACM
1367
Andina Capital Management
Utah
$536K
AWM
1368
Angeles Wealth Management
California
$536K
RMDI
1369
R.M. Davis Inc
Maine
$535K
CC
1370
Citrine Capital
California
$535K
CA
1371
Centerpoint Advisors
Massachusetts
$532K
SWA
1372
Strata Wealth Advisors
Texas
$531K
QC
1373
Quadrature Capital
United Kingdom
$528K
TDC
1374
Thompson Davis & Co
Virginia
$527K
UW
1375
Unique Wealth
Florida
$526K