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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
SB
1451
Sunflower Bank
Texas
$445K
SAM
1452
Secure Asset Management
Michigan
$445K
SWM
1453
Stockman Wealth Management
Montana
$444K
DLCIG
1454
D.L. Carlson Investment Group
New Hampshire
$444K
FFA
1455
First Foundation Advisors
California
$444K
FFA
1456
Fairfield Financial Advisors
Massachusetts
$443K
HIA
1457
Harbor Investment Advisory
Maryland
$443K
BI
1458
Ballast Inc
Kentucky
$442K
KFGK
1459
Keystone Financial Group (Kentucky)
Kentucky
$442K
KCPG
1460
Kavar Capital Partners Group
Kansas
$441K
KIM
1461
Kane Investment Management
California
$441K
APW
1462
Axim Planning & Wealth
Ohio
$441K
FAG
1463
Fortitude Advisory Group
Washington
$440K
SWA
1464
Sax Wealth Advisors
New Jersey
$440K
AIM
1465
Acropolis Investment Management
Missouri
$440K
FFG
1466
Frisch Financial Group
New York
$437K
PCS
1467
Private Client Services
Kentucky
$435K
LFPWM
1468
Leicht Financial Planning & Wealth Management
New Jersey
$435K
AFA
1469
AA Financial Advisors
Ohio
$435K
SA
1470
Strategic Advisors
New York
$435K
TWM
1471
Topsail Wealth Management
North Carolina
$434K
IPAM
1472
Investment Partners Asset Management
New Jersey
$434K
LBC
1473
Lowe Brockenbrough & Co
Virginia
$432K
CAG
1474
Compass Advisory Group
New York
$431K
LWM
1475
Lodestone Wealth Management
Washington
$428K