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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
NC
1501
NovaPoint Capital
Georgia
$400K
FFWM
1502
Future Financial Wealth Management
Ohio
$399K
HI
1503
Hendershot Investments
Virginia
$397K
RWP
1504
Ridgeline Wealth Planning
Ohio
$396K
GF
1505
GGM Financials
Ohio
$395K
IWP
1506
Innova Wealth Partners
Pennsylvania
$394K
CSC
1507
Caldwell Sutter Capital
California
$393K
PIWA
1508
Prevail Innovative Wealth Advisors
Kansas
$393K
MW
1509
Maia Wealth
Colorado
$392K
UFA
1510
Uptown Financial Advisors
Texas
$391K
VF
1511
Vista Finance
Missouri
$391K
SNBOSD
1512
Security National Bank of So Dak
Iowa
$391K
AFA
1513
Amicus Financial Advisors
Texas
$388K
HAP
1514
Harbor Asset Planning
Massachusetts
$388K
SWM
1515
Shakespeare Wealth Management
Wisconsin
$387K
CFP
1516
Cascade Financial Partners
California
$386K
1IA
1517
1620 Investment Advisors
Massachusetts
$386K
SSW
1518
Stone Summit Wealth
Florida
$385K
BRPW
1519
Ballast Rock Private Wealth
South Carolina
$385K
TWD
1520
True Wealth Design
Ohio
$384K
CWM
1521
Castle Wealth Management
Florida
$383K
HA
1522
Helium Advisors
Washington
$381K
BPW
1523
Bingham Private Wealth
California
$381K
CGA
1524
Crescent Grove Advisors
Illinois
$380K
TFA
1525
Tobias Financial Advisors
Florida
$379K