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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
MSCM
1601
McElhenny Sheffield Capital Management
Texas
$320K
WWM
1602
Wolff Wiese Magana
California
$318K
JHCP
1603
Jackson Hole Capital Partners
Oklahoma
$318K
AFGAS
1604
Allegiance Financial Group Advisory Services
Virginia
$318K
CWM
1605
Collaborative Wealth Management
Florida
$317K
PSB
1606
Piscataqua Savings Bank
New Hampshire
$317K
RBCM
1607
Raub Brock Capital Management
California
$316K
CCA
1608
Conservest Capital Advisors
Pennsylvania
$314K
TPW
1609
Tiller Private Wealth
Pennsylvania
$314K
DWA
1610
Davis Wealth Advisors
New Hampshire
$313K
MIA
1611
MeadowBrook Investment Advisors
Michigan
$312K
Invesco
1612
Invesco
Georgia
$312K
LAS
1613
Legacy Advisory Services
Pennsylvania
$312K
CAG
1614
Centerpoint Advisory Group
Kansas
$312K
E
1615
EntreWealth
Texas
$311K
SKK
1616
Shepherd Kaplan Krochuk
Massachusetts
$310K
IAG
1617
Investmark Advisory Group
Connecticut
$309K
PCFFS
1618
Pacific Center for Financial Services
California
$308K
WDC
1619
Woodward Diversified Capital
California
$308K
DWT
1620
Dorsey & Whitney Trust
South Dakota
$307K
RWA
1621
River Wealth Advisors
Pennsylvania
$307K
AW
1622
Alteri Wealth
California
$306K
MIM
1623
Marco Investment Management
Georgia
$306K
CP
1624
Clarendon Private
Massachusetts
$306K
CWA
1625
Cascade Wealth Advisors
Washington
$305K