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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
JESC
1526
J.E. Simmons & Co
Texas
$360K
VC
1527
Vicus Capital
Pennsylvania
$358K
SWM
1528
SK Wealth Management
Rhode Island
$358K
RWB
1529
RMR Wealth Builders
New Jersey
$358K
GA
1530
GoalVest Advisory
New York
$358K
ECM
1531
EagleClaw Capital Management
Massachusetts
$358K
HPC
1532
HM Payson & Co
Maine
$357K
SEP
1533
Signature Equity Partners
Ohio
$357K
AGP
1534
Autumn Glory Partners
Texas
$355K
MSG
1535
Main Street Group
Virginia
$352K
FL
1536
FreeGulliver LLC
Louisiana
$352K
UB
1537
UMB Bank
Missouri
$352K
PWM
1538
PTM Wealth Management
United States
$352K
DWM
1539
Drive Wealth Management
Utah
$352K
FTUS
1540
Flow Traders U.S.
New York
$351K
SWP
1541
SIMA Wealth Partners
Virginia
$350K
GI
1542
GAMMA Investing
California
$349K
PSP
1543
Pacific Sage Partners
Washington
$347K
JC
1544
JB Capital
Connecticut
$346K
FA
1545
Flagstar Advisors
New York
$345K
First Trust Advisors
1546
First Trust Advisors
Illinois
$344K
HCA
1547
Heck Capital Advisors
Wisconsin
$343K
HWM
1548
Heirloom Wealth Management
Colorado
$343K
GTAM
1549
Global Trust Asset Management
Florida
$343K
FAN
1550
Financial Advisors Network
California
$342K