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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
OE
1401
OFS Enterprise
Nebraska
$491K
BAAM
1402
Baker Avenue Asset Management
California
$491K
IWA
1403
Independent Wealth Advisors
North Carolina
$489K
SFG
1404
Sovereign Financial Group
Connecticut
$488K
TH
1405
Team Hewins
California
$487K
KWM
1406
Kingsman Wealth Management
Florida
$486K
BWM
1407
Brown Wealth Management
Illinois
$486K
SWMG
1408
Sanchez Wealth Management Group
Florida
$486K
WAM
1409
Worth Asset Management
Texas
$485K
TF
1410
Tandem Financial
Colorado
$484K
DIM
1411
Delta Investment Management
California
$482K
CWA
1412
CM Wealth Advisors
Ohio
$481K
WWA
1413
Wingate Wealth Advisors
Massachusetts
$480K
GG
1414
GenWealth Group
New Jersey
$480K
IAS
1415
Integrity Advisory Solutions
Texas
$480K
FA
1416
Faithward Advisors
Pennsylvania
$478K
RCA
1417
Resonant Capital Advisors
Wisconsin
$478K
CQWA
1418
Chokshi & Queen Wealth Advisors
California
$477K
CP
1419
Cornerstone Planning
North Carolina
$476K
SFO
1420
Stokes Family Office
Louisiana
$476K
BWA
1421
Basecamp Wealth Advisors
Washington
$476K
Allspring Global Investments
1422
Allspring Global Investments
North Carolina
$474K
AWS
1423
Aspen Wealth Strategies
Colorado
$473K
MCM
1424
Maple Capital Management
Vermont
$473K
PWPS
1425
Pinnacle Wealth Planning Services
Ohio
$471K