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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
CTC
126
Central Trust Company
Missouri
$27.3M
MNA
127
Manning & Napier Advisors
New York
$27.3M
Corient Private Wealth
128
Corient Private Wealth
Florida
$27M
SA
129
SRH Advisors
Kansas
$27M
SWP
130
Stratos Wealth Partners
Ohio
$27M
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$26.9M
CA
132
Capital Advantage
California
$26.8M
WMR
133
Wealth Management Resources
Rhode Island
$26.7M
SPC
134
Sigma Planning Corp
Michigan
$26.7M
MGIA
135
Moneta Group Investment Advisors
Missouri
$26.6M
Citadel Advisors
136
Citadel Advisors
Florida
$25.7M
TWM
137
Tradition Wealth Management
Minnesota
$25.4M
JF
138
Joule Financial
Kentucky
$24.9M
JIP
139
Jaffetilchin Investment Partners
Florida
$24.9M
AF
140
Advisornet Financial
Minnesota
$24.7M
LNB
141
Ledyard National Bank
$24.6M
WL
142
WIT LLC
District of Columbia
$24.1M
LWL
143
Leo Wealth LLC
Texas
$24.1M
AP
144
Advisors Preferred
Maryland
$24.1M
DI
145
DAGCO Inc
Ohio
$24M
BCM
146
Brookstone Capital Management
Illinois
$23.5M
Fidelity Investments
147
Fidelity Investments
Massachusetts
$23.4M
MAFA
148
MJT & Associates Financial Advisory
Minnesota
$23.2M
EF
149
Elite Financial
Idaho
$22.9M
WFPG
150
Waller Financial Planning Group
Ohio
$22.8M