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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
RWB
1551
RMR Wealth Builders
New Jersey
$358K
GA
1552
GoalVest Advisory
New York
$358K
ECM
1553
EagleClaw Capital Management
Massachusetts
$358K
HPC
1554
HM Payson & Co
Maine
$357K
SEP
1555
Signature Equity Partners
Ohio
$357K
AGP
1556
Autumn Glory Partners
Texas
$355K
MSG
1557
Main Street Group
Virginia
$352K
FL
1558
FreeGulliver LLC
Louisiana
$352K
UB
1559
UMB Bank
Missouri
$352K
PWM
1560
PTM Wealth Management
United States
$352K
DWM
1561
Drive Wealth Management
Utah
$352K
FTUS
1562
Flow Traders U.S.
New York
$351K
SWP
1563
SIMA Wealth Partners
Virginia
$350K
GI
1564
GAMMA Investing
California
$349K
PSP
1565
Pacific Sage Partners
Washington
$347K
JC
1566
JB Capital
Connecticut
$346K
FA
1567
Flagstar Advisors
New York
$345K
First Trust Advisors
1568
First Trust Advisors
Illinois
$344K
HCA
1569
Heck Capital Advisors
Wisconsin
$343K
HWM
1570
Heirloom Wealth Management
Colorado
$343K
GTAM
1571
Global Trust Asset Management
Florida
$343K
FAN
1572
Financial Advisors Network
California
$342K
AWAG
1573
ARS Wealth Advisors Group
Florida
$342K
GC
1574
GatePass Capital
Ohio
$340K
LFA
1575
Laraway Financial Advisors
Minnesota
$339K