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Schwab US Dividend Equity ETF

2,018 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 226 funds opening new positions, 859 increasing their positions, 740 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: 1,9242,018 (+94)

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
2,018
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
LIM
1476
Loudon Investment Management
New Hampshire
$404K
RWM
1477
RKL Wealth Management
Pennsylvania
$402K
LW
1478
Linscomb Wealth
Texas
$400K
FHC
1479
First Horizon Corporation
Tennessee
$400K
NC
1480
NovaPoint Capital
Georgia
$400K
FFWM
1481
Future Financial Wealth Management
Ohio
$399K
HI
1482
Hendershot Investments
Virginia
$397K
RWP
1483
Ridgeline Wealth Planning
Ohio
$396K
GF
1484
GGM Financials
Ohio
$395K
IWP
1485
Innova Wealth Partners
Pennsylvania
$394K
CSC
1486
Caldwell Sutter Capital
California
$393K
PIWA
1487
Prevail Innovative Wealth Advisors
Kansas
$393K
MW
1488
Maia Wealth
Colorado
$392K
UFA
1489
Uptown Financial Advisors
Texas
$391K
VF
1490
Vista Finance
Missouri
$391K
SNBOSD
1491
Security National Bank of So Dak
Iowa
$391K
AFA
1492
Amicus Financial Advisors
Texas
$388K
HAP
1493
Harbor Asset Planning
Massachusetts
$388K
SWM
1494
Shakespeare Wealth Management
Wisconsin
$387K
CFP
1495
Cascade Financial Partners
California
$386K
1IA
1496
1620 Investment Advisors
Massachusetts
$386K
SSW
1497
Stone Summit Wealth
Florida
$385K
BRPW
1498
Ballast Rock Private Wealth
South Carolina
$385K
TWD
1499
True Wealth Design
Ohio
$384K
CWM
1500
Castle Wealth Management
Florida
$383K