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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
LEFP
1426
Leading Edge Financial Planning
Tennessee
$451K
AIMC
1427
Alley Investment Management Company
Illinois
$450K
SLC
1428
Second Line Capital
Louisiana
$449K
MWA
1429
Midland Wealth Advisors
Illinois
$446K
SB
1430
Sunflower Bank
Texas
$445K
SAM
1431
Secure Asset Management
Michigan
$445K
SWM
1432
Stockman Wealth Management
Montana
$444K
DLCIG
1433
D.L. Carlson Investment Group
New Hampshire
$444K
FFA
1434
First Foundation Advisors
California
$444K
FFA
1435
Fairfield Financial Advisors
Massachusetts
$443K
HIA
1436
Harbor Investment Advisory
Maryland
$443K
BI
1437
Ballast Inc
Kentucky
$442K
KFGK
1438
Keystone Financial Group (Kentucky)
Kentucky
$442K
KCPG
1439
Kavar Capital Partners Group
Kansas
$441K
KIM
1440
Kane Investment Management
California
$441K
APW
1441
Axim Planning & Wealth
Ohio
$441K
FAG
1442
Fortitude Advisory Group
Washington
$440K
SWA
1443
Sax Wealth Advisors
New Jersey
$440K
AIM
1444
Acropolis Investment Management
Missouri
$440K
FFG
1445
Frisch Financial Group
New York
$437K
PCS
1446
Private Client Services
Kentucky
$435K
LFPWM
1447
Leicht Financial Planning & Wealth Management
New Jersey
$435K
AFA
1448
AA Financial Advisors
Ohio
$435K
SA
1449
Strategic Advisors
New York
$435K
TWM
1450
Topsail Wealth Management
North Carolina
$434K