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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
MW
1626
MBL Wealth
North Carolina
$305K
HT
1627
Heritage Trust
Oklahoma
$304K
VC
1628
Veracity Capital
Georgia
$304K
WHG
1629
Westwood Holdings Group
Texas
$302K
TC
1630
Tenret Company
Florida
$301K
EFMC
1631
Empire Financial Management Company
New York
$301K
TFA
1632
Toth Financial Advisory
Virginia
$301K
RWRC
1633
R.W. Roge & Company
New York
$300K
TLP
1634
Trinity Legacy Partners
Texas
$300K
ME
1635
McIlrath & Eck
Washington
$299K
WRCM
1636
Western Reserve Capital Management
Ohio
$297K
BB
1637
Burford Brothers
Texas
$297K
LAM
1638
LOM Asset Management
$297K
FGA
1639
Fortis Group Advisors
New Jersey
$296K
JBA
1640
Johnson Bixby & Associates
Washington
$296K
HAM
1641
Harmony Asset Management
Arizona
$294K
HCP
1642
Hardin Capital Partners
South Carolina
$293K
RF
1643
Rossby Financial
Florida
$293K
OC
1644
Oakworth Capital
Alabama
$291K
AFP
1645
ATLas Financial Planning
Georgia
$290K
I
1646
INVST
Indiana
$287K
NA
1647
Nautilus Advisors
California
$287K
TCMP
1648
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K
GAFA
1649
Garton & Associates Financial Advisors
Kentucky
$285K
BWG
1650
Boomfish Wealth Group
Georgia
$284K