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Schwab US Dividend Equity ETF

2,016 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, 858 increasing their positions, 739 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: 1,9232,016 (+93)

1% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

1.18% less ownership

Funds ownership: 30.77%29.59% (-1.2%)

Holders
2,016
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
240
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
Corient Private Wealth
126
Corient Private Wealth
Florida
$27M
SA
127
SRH Advisors
Kansas
$27M
SWP
128
Stratos Wealth Partners
Ohio
$27M
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$26.9M
CA
130
Capital Advantage
California
$26.8M
WMR
131
Wealth Management Resources
Rhode Island
$26.7M
SPC
132
Sigma Planning Corp
Michigan
$26.7M
MGIA
133
Moneta Group Investment Advisors
Missouri
$26.6M
Citadel Advisors
134
Citadel Advisors
Florida
$25.7M
TWM
135
Tradition Wealth Management
Minnesota
$25.4M
JF
136
Joule Financial
Kentucky
$24.9M
JIP
137
Jaffetilchin Investment Partners
Florida
$24.9M
AF
138
Advisornet Financial
Minnesota
$24.7M
LNB
139
Ledyard National Bank
$24.6M
WL
140
WIT LLC
District of Columbia
$24.1M
LWL
141
Leo Wealth LLC
Texas
$24.1M
AP
142
Advisors Preferred
Maryland
$24.1M
DI
143
DAGCO Inc
Ohio
$24M
BCM
144
Brookstone Capital Management
Illinois
$23.5M
Fidelity Investments
145
Fidelity Investments
Massachusetts
$23.4M
MAFA
146
MJT & Associates Financial Advisory
Minnesota
$23.2M
EF
147
Elite Financial
Idaho
$22.9M
WFPG
148
Waller Financial Planning Group
Ohio
$22.8M
TPCW
149
TD Private Client Wealth
New York
$22.7M
MOS
150
MGO One Seven
Ohio
$22.5M