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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
HA
1501
Helium Advisors
Washington
$381K
BPW
1502
Bingham Private Wealth
California
$381K
CGA
1503
Crescent Grove Advisors
Illinois
$380K
TFA
1504
Tobias Financial Advisors
Florida
$379K
SPWM
1505
Straight Path Wealth Management
Michigan
$379K
GHA
1506
GW Henssler & Associates
Georgia
$379K
DT
1507
DV Trading
Illinois
$377K
CICC
1508
Capital Investment Counsel (Colorado)
Colorado
$377K
SSWM
1509
Smith Salley Wealth Management
North Carolina
$374K
CIA
1510
Covington Investment Advisors
Pennsylvania
$374K
FBC
1511
Fairfield, Bush & Co
Connecticut
$373K
IP
1512
Indivisible Partners
Florida
$373K
JCM
1513
J2 Capital Management
Michigan
$372K
PWM
1514
Partners Wealth Management
California
$371K
HIS
1515
Horizon Investment Services
Indiana
$370K
OWM
1516
OneAscent Wealth Management
Alabama
$368K
UF
1517
Univest Financial
Pennsylvania
$367K
Kovitz Investment Group Partners
1518
Kovitz Investment Group Partners
Illinois
$366K
PAM
1519
Pegasus Asset Management
New York
$365K
AFWM
1520
Arta Finance Wealth Management
California
$364K
ETS
1521
ESL Trust Services
New York
$364K
TA
1522
TFB Advisors
Kansas
$363K
WW
1523
Waterfront Wealth
Kansas
$362K
TIP
1524
Tandem Investment Partners
New Jersey
$360K
FWCM
1525
Ferguson Wellman Capital Management
Oregon
$360K