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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
HW
1426
Hancock Whitney
Mississippi
$470K
HCM
1427
Howland Capital Management
Massachusetts
$470K
DWG
1428
Darden Wealth Group
Michigan
$470K
PG
1429
Prostatis Group
Maryland
$469K
RAM
1430
Robinhood Asset Management
California
$468K
PWMG
1431
Pinnacle Wealth Management Group
Michigan
$466K
SHF
1432
Safe Harbor Fiduciary
Florida
$465K
FA
1433
Forefront Analytics
Pennsylvania
$464K
AWMM
1434
Aegis Wealth Management (Maryland)
Maryland
$463K
DWM
1435
DKM Wealth Management
California
$462K
1832 Asset Management
1436
1832 Asset Management
Ontario, Canada
$461K
SPA
1437
Sentinel Pension Advisors
Massachusetts
$461K
CCG
1438
Cypress Capital Group
Florida
$460K
FFO
1439
Fiduciary Family Office
Florida
$460K
CWL
1440
Causey Wealth LLC
Colorado
$459K
BTI
1441
Blue Trust Inc
Georgia
$459K
PCM
1442
Parsons Capital Management
Rhode Island
$459K
SIC
1443
Sage Investment Counsel
Tennessee
$459K
TF
1444
Tenon Financial
New Jersey
$457K
DP
1445
DDD Partners
Washington
$454K
GA
1446
Greenspring Advisors
Maryland
$453K
LEFP
1447
Leading Edge Financial Planning
Tennessee
$451K
AIMC
1448
Alley Investment Management Company
Illinois
$450K
SLC
1449
Second Line Capital
Louisiana
$449K
MWA
1450
Midland Wealth Advisors
Illinois
$446K