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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
BWS
1576
Buck Wealth Strategies
Colorado
$338K
HC
1577
Hamilton Capital
Ohio
$338K
AFW
1578
Atlantic Family Wealth
Florida
$337K
SNBOSCI
1579
Security National Bank of Sioux City Iowa
Iowa
$335K
CTWM
1580
Cherry Tree Wealth Management
Minnesota
$335K
HA
1581
Herold Advisors
New York
$334K
CRWM
1582
Castle Rock Wealth Management
California
$334K
DWM
1583
Destination Wealth Management
California
$333K
PRP
1584
Peak Retirement Planning
Ohio
$332K
RWA
1585
Roberts Wealth Advisors
California
$332K
NWM
1586
Northcape Wealth Management
New York
$331K
FMWA
1587
Forvis Mazars Wealth Advisors
Missouri
$331K
AW
1588
Apricus Wealth
South Carolina
$330K
LFP
1589
Leeward Financial Partners
Washington
$330K
AIP
1590
Almanack Investment Partners
Pennsylvania
$329K
VFG
1591
Valley Financial Group
Pennsylvania
$328K
FSWA
1592
Financial Synergies Wealth Advisors
Texas
$328K
BSTWA
1593
Blake Schutter Theil Wealth Advisors
Ohio
$324K
RCAG
1594
Rehmann Capital Advisory Group
Michigan
$324K
SC
1595
SouthState Corp
Florida
$324K
PNC
1596
Park National Corp
Ohio
$324K
MFC
1597
Morris Financial Concepts
South Carolina
$324K
FPCG
1598
Forum Private Client Group
Indiana
$323K
DAM
1599
Delta Asset Management
Tennessee
$322K
LTL
1600
Lowery Thomas LLC
California
$322K