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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
FPCG
1576
Forum Private Client Group
Indiana
$323K
DAM
1577
Delta Asset Management
Tennessee
$322K
LTL
1578
Lowery Thomas LLC
California
$322K
MSCM
1579
McElhenny Sheffield Capital Management
Texas
$320K
WWM
1580
Wolff Wiese Magana
California
$318K
JHCP
1581
Jackson Hole Capital Partners
Oklahoma
$318K
AFGAS
1582
Allegiance Financial Group Advisory Services
Virginia
$318K
CWM
1583
Collaborative Wealth Management
Florida
$317K
PSB
1584
Piscataqua Savings Bank
New Hampshire
$317K
RBCM
1585
Raub Brock Capital Management
California
$316K
CCA
1586
Conservest Capital Advisors
Pennsylvania
$314K
TPW
1587
Tiller Private Wealth
Pennsylvania
$314K
DWA
1588
Davis Wealth Advisors
New Hampshire
$313K
MIA
1589
MeadowBrook Investment Advisors
Michigan
$312K
Invesco
1590
Invesco
Georgia
$312K
LAS
1591
Legacy Advisory Services
Pennsylvania
$312K
CAG
1592
Centerpoint Advisory Group
Kansas
$312K
E
1593
EntreWealth
Texas
$311K
SKK
1594
Shepherd Kaplan Krochuk
Massachusetts
$310K
IAG
1595
Investmark Advisory Group
Connecticut
$309K
PCFFS
1596
Pacific Center for Financial Services
California
$308K
WDC
1597
Woodward Diversified Capital
California
$308K
DWT
1598
Dorsey & Whitney Trust
South Dakota
$307K
RWA
1599
River Wealth Advisors
Pennsylvania
$307K
AW
1600
Alteri Wealth
California
$306K