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Schwab US Dividend Equity ETF

2,017 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, 739 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: 1,9242,017 (+93)

1% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

1.18% less ownership

Funds ownership: 30.77%29.59% (-1.2%)

Holders
2,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
240
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
CP
1601
Clarendon Private
Massachusetts
$306K
CWA
1602
Cascade Wealth Advisors
Washington
$305K
MW
1603
MBL Wealth
North Carolina
$305K
HT
1604
Heritage Trust
Oklahoma
$304K
VC
1605
Veracity Capital
Georgia
$304K
WHG
1606
Westwood Holdings Group
Texas
$302K
EFMC
1607
Empire Financial Management Company
New York
$301K
TFA
1608
Toth Financial Advisory
Virginia
$301K
RWRC
1609
R.W. Roge & Company
New York
$300K
TLP
1610
Trinity Legacy Partners
Texas
$300K
ME
1611
McIlrath & Eck
Washington
$299K
WRCM
1612
Western Reserve Capital Management
Ohio
$297K
BB
1613
Burford Brothers
Texas
$297K
LAM
1614
LOM Asset Management
$297K
FGA
1615
Fortis Group Advisors
New Jersey
$296K
JBA
1616
Johnson Bixby & Associates
Washington
$296K
HAM
1617
Harmony Asset Management
Arizona
$294K
HCP
1618
Hardin Capital Partners
South Carolina
$293K
RF
1619
Rossby Financial
Florida
$293K
OC
1620
Oakworth Capital
Alabama
$291K
AFP
1621
ATLas Financial Planning
Georgia
$290K
I
1622
INVST
Indiana
$287K
NA
1623
Nautilus Advisors
California
$287K
TCMP
1624
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K
GAFA
1625
Garton & Associates Financial Advisors
Kentucky
$285K