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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
IPAM
1451
Investment Partners Asset Management
New Jersey
$434K
LBC
1452
Lowe Brockenbrough & Co
Virginia
$432K
WF
1453
WealthPoint Financial
North Carolina
$431K
CAG
1454
Compass Advisory Group
New York
$431K
LWM
1455
Lodestone Wealth Management
Washington
$428K
AFAS
1456
Acorn Financial Advisory Services
Virginia
$428K
ONSWM
1457
Old North State Wealth Management
North Carolina
$426K
AW
1458
Avion Wealth
Texas
$425K
ONB
1459
Old National Bancorp
Indiana
$424K
SM
1460
Sensible Money
Arizona
$424K
SIM
1461
Studio Investment Management
Illinois
$423K
ZRP
1462
Zynergy Retirement Planning
New Jersey
$423K
GAM
1463
Grandview Asset Management
Pennsylvania
$422K
CF
1464
Cyr Financial
Illinois
$422K
RP
1465
Rowlandmiller & Partners
Georgia
$420K
CCMG
1466
Clark Capital Management Group
Pennsylvania
$420K
CPA
1467
Clear Point Advisors
New York
$419K
RFW
1468
Redwood Family Wealth
Texas
$418K
WE
1469
Wealth Effects
Massachusetts
$416K
FFC
1470
Frederick Financial Consultants
Maryland
$416K
WA
1471
Wealth Architects
California
$412K
GCM
1472
Generation Capital Management
New York
$411K
GGI
1473
Godsey & Gibb Inc
Virginia
$411K
WA
1474
Winter & Associates
Minnesota
$408K
TFA
1475
TrustWell Financial Advisors
Florida
$405K