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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
TWP
1376
Triad Wealth Partners
Kansas
$526K
GWANC
1377
Guardian Wealth Advisors (North Carolina)
North Carolina
$526K
1SB
1378
1ST Source Bank
Indiana
$526K
HKIMG
1379
Hutchens & Kramer Investment Management Group
Indiana
$525K
WA
1380
Wealthstar Advisors
Texas
$525K
NP
1381
NorthRock Partners
Minnesota
$525K
MWA
1382
Medallion Wealth Advisors
Connecticut
$523K
TWM
1383
Timmons Wealth Management
Massachusetts
$523K
PGWA
1384
Plus Group Wealth Advisors
Wisconsin
$523K
PHIC
1385
Pine Haven Investment Counsel
Massachusetts
$522K
ICP
1386
Impact Capital Partners
Colorado
$517K
CW
1387
Cornerstone Wealth
Tennessee
$515K
ERIC
1388
Eagle Rock Investment Company
Georgia
$515K
DSC
1389
Daytona Street Capital
Missouri
$513K
CWA
1390
Cura Wealth Advisors
Illinois
$512K
BAG
1391
Bridgewealth Advisory Group
California
$510K
LCM
1392
Leisure Capital Management
California
$508K
CIM
1393
Catalyst Investment Management
New Hampshire
$505K
HOWA
1394
Heritage Oak Wealth Advisors
Florida
$503K
AAG
1395
Armstrong Advisory Group
Massachusetts
$503K
DSC
1396
Duncker Streett & Co
Missouri
$502K
PFA
1397
Pure Financial Advisors
California
$502K
CCP
1398
Carmel Capital Partners
California
$499K
SEEDPG
1399
S.E.E.D. Planning Group
New York
$496K
PAMG
1400
Patton Albertson Miller Group
Tennessee
$491K