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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
SPWM
1526
Straight Path Wealth Management
Michigan
$379K
GHA
1527
GW Henssler & Associates
Georgia
$379K
DT
1528
DV Trading
Illinois
$377K
CICC
1529
Capital Investment Counsel (Colorado)
Colorado
$377K
SSWM
1530
Smith Salley Wealth Management
North Carolina
$374K
CIA
1531
Covington Investment Advisors
Pennsylvania
$374K
FBC
1532
Fairfield, Bush & Co
Connecticut
$373K
IP
1533
Indivisible Partners
Florida
$373K
JCM
1534
J2 Capital Management
Michigan
$372K
WF
1535
WealthPoint Financial
North Carolina
$372K
PWM
1536
Partners Wealth Management
California
$371K
HIS
1537
Horizon Investment Services
Indiana
$370K
OWM
1538
OneAscent Wealth Management
Alabama
$368K
UF
1539
Univest Financial
Pennsylvania
$367K
Kovitz Investment Group Partners
1540
Kovitz Investment Group Partners
Illinois
$366K
PAM
1541
Pegasus Asset Management
New York
$365K
AFWM
1542
Arta Finance Wealth Management
California
$364K
ETS
1543
ESL Trust Services
New York
$364K
TA
1544
TFB Advisors
Kansas
$363K
WW
1545
Waterfront Wealth
Kansas
$362K
TIP
1546
Tandem Investment Partners
New Jersey
$360K
FWCM
1547
Ferguson Wellman Capital Management
Oregon
$360K
JESC
1548
J.E. Simmons & Co
Texas
$360K
VC
1549
Vicus Capital
Pennsylvania
$358K
SWM
1550
SK Wealth Management
Rhode Island
$358K