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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
AFAS
1476
Acorn Financial Advisory Services
Virginia
$428K
ONSWM
1477
Old North State Wealth Management
North Carolina
$426K
AW
1478
Avion Wealth
Texas
$425K
ONB
1479
Old National Bancorp
Indiana
$424K
SM
1480
Sensible Money
Arizona
$424K
SIM
1481
Studio Investment Management
Illinois
$423K
ZRP
1482
Zynergy Retirement Planning
New Jersey
$423K
GAM
1483
Grandview Asset Management
Pennsylvania
$422K
CF
1484
Cyr Financial
Illinois
$422K
RP
1485
Rowlandmiller & Partners
Georgia
$420K
CCMG
1486
Clark Capital Management Group
Pennsylvania
$420K
CPA
1487
Clear Point Advisors
New York
$419K
RFW
1488
Redwood Family Wealth
Texas
$418K
WE
1489
Wealth Effects
Massachusetts
$416K
FFC
1490
Frederick Financial Consultants
Maryland
$416K
WA
1491
Wealth Architects
California
$412K
GCM
1492
Generation Capital Management
New York
$411K
GGI
1493
Godsey & Gibb Inc
Virginia
$411K
WA
1494
Winter & Associates
Minnesota
$408K
TFA
1495
TrustWell Financial Advisors
Florida
$405K
RFS
1496
RM Financial Services
Maine
$405K
LIM
1497
Loudon Investment Management
New Hampshire
$404K
RWM
1498
RKL Wealth Management
Pennsylvania
$402K
LW
1499
Linscomb Wealth
Texas
$400K
FHC
1500
First Horizon Corporation
Tennessee
$400K