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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
AWAG
1551
ARS Wealth Advisors Group
Florida
$342K
GC
1552
GatePass Capital
Ohio
$340K
LFA
1553
Laraway Financial Advisors
Minnesota
$339K
BWS
1554
Buck Wealth Strategies
Colorado
$338K
HC
1555
Hamilton Capital
Ohio
$338K
AFW
1556
Atlantic Family Wealth
Florida
$337K
SNBOSCI
1557
Security National Bank of Sioux City Iowa
Iowa
$335K
CTWM
1558
Cherry Tree Wealth Management
Minnesota
$335K
HA
1559
Herold Advisors
New York
$334K
CRWM
1560
Castle Rock Wealth Management
California
$334K
DWM
1561
Destination Wealth Management
California
$333K
PRP
1562
Peak Retirement Planning
Ohio
$332K
RWA
1563
Roberts Wealth Advisors
California
$332K
NWM
1564
Northcape Wealth Management
New York
$331K
FMWA
1565
Forvis Mazars Wealth Advisors
Missouri
$331K
AW
1566
Apricus Wealth
South Carolina
$330K
LFP
1567
Leeward Financial Partners
Washington
$330K
AIP
1568
Almanack Investment Partners
Pennsylvania
$329K
VFG
1569
Valley Financial Group
Pennsylvania
$328K
FSWA
1570
Financial Synergies Wealth Advisors
Texas
$328K
BSTWA
1571
Blake Schutter Theil Wealth Advisors
Ohio
$324K
RCAG
1572
Rehmann Capital Advisory Group
Michigan
$324K
SC
1573
SouthState Corp
Florida
$324K
PNC
1574
Park National Corp
Ohio
$324K
MFC
1575
Morris Financial Concepts
South Carolina
$324K