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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
DSC
1376
Duncker Streett & Co
Missouri
$502K
PFA
1377
Pure Financial Advisors
California
$502K
CCP
1378
Carmel Capital Partners
California
$499K
SEEDPG
1379
S.E.E.D. Planning Group
New York
$496K
PAMG
1380
Patton Albertson Miller Group
Tennessee
$491K
OE
1381
OFS Enterprise
Nebraska
$491K
BAAM
1382
Baker Avenue Asset Management
California
$491K
IWAL
1383
Independent Wealth Advisors LLC
North Carolina
$489K
SFG
1384
Sovereign Financial Group
Connecticut
$488K
TH
1385
Team Hewins
California
$487K
KWM
1386
Kingsman Wealth Management
Florida
$486K
BWM
1387
Brown Wealth Management
Illinois
$486K
SWMG
1388
Sanchez Wealth Management Group
Florida
$486K
WAM
1389
Worth Asset Management
Texas
$485K
TF
1390
Tandem Financial
Colorado
$484K
DIM
1391
Delta Investment Management
California
$482K
CWA
1392
CM Wealth Advisors
Ohio
$481K
WWA
1393
Wingate Wealth Advisors
Massachusetts
$480K
GG
1394
GenWealth Group
New Jersey
$480K
IAS
1395
Integrity Advisory Solutions
Texas
$480K
FA
1396
Faithward Advisors
Pennsylvania
$478K
RCA
1397
Resonant Capital Advisors
Wisconsin
$478K
CQWA
1398
Chokshi & Queen Wealth Advisors
California
$477K
CP
1399
Cornerstone Planning
North Carolina
$476K
SFO
1400
Stokes Family Office
Louisiana
$476K