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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
CA
1351
Centerpoint Advisors
Massachusetts
$532K
SWA
1352
Strata Wealth Advisors
Texas
$531K
QC
1353
Quadrature Capital
United Kingdom
$528K
TDC
1354
Thompson Davis & Co
Virginia
$527K
UW
1355
Unique Wealth
Florida
$526K
TWP
1356
Triad Wealth Partners
Kansas
$526K
GWANC
1357
Guardian Wealth Advisors (North Carolina)
North Carolina
$526K
1SB
1358
1ST Source Bank
Indiana
$526K
HKIMG
1359
Hutchens & Kramer Investment Management Group
Indiana
$525K
WA
1360
Wealthstar Advisors
Texas
$525K
NP
1361
NorthRock Partners
Minnesota
$525K
MWA
1362
Medallion Wealth Advisors
Connecticut
$523K
TWM
1363
Timmons Wealth Management
Massachusetts
$523K
PGWA
1364
Plus Group Wealth Advisors
Wisconsin
$523K
PHIC
1365
Pine Haven Investment Counsel
Massachusetts
$522K
ICP
1366
Impact Capital Partners
Colorado
$517K
CWLT
1367
Cornerstone Wealth, LLC/TN
Tennessee
$515K
ERIC
1368
Eagle Rock Investment Company
Georgia
$515K
DSC
1369
Daytona Street Capital
Missouri
$513K
CWA
1370
Cura Wealth Advisors
Illinois
$512K
BAG
1371
Bridgewealth Advisory Group
California
$510K
LCM
1372
Leisure Capital Management
California
$508K
CIM
1373
Catalyst Investment Management
New Hampshire
$505K
HOWA
1374
Heritage Oak Wealth Advisors
Florida
$503K
AAG
1375
Armstrong Advisory Group
Massachusetts
$503K