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Schwab US Dividend Equity ETF

2,016 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, 858 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: 1,9242,016 (+92)

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
2,016
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
IWB
1626
Innovative Wealth Building
Maryland
$283K
BC
1627
Bulwark Capital
Florida
$283K
IPWA
1628
International Private Wealth Advisors
California
$281K
SW
1629
SMART Wealth
Nebraska
$281K
DJSG
1630
D.J. St. Germain
Massachusetts
$281K
OAS
1631
Optivise Advisory Services
Tennessee
$281K
BLC
1632
Brown, Lisle/Cummings
Rhode Island
$280K
MB
1633
MidFirst Bank
Oklahoma
$280K
CA
1634
Claro Advisors
Massachusetts
$280K
PA
1635
Procyon Advisors
Connecticut
$279K
PWM
1636
Provident Wealth Management
Tennessee
$279K
HIC
1637
Hamrick Investment Counsel
Washington
$279K
AIC
1638
Argus Investors Counsel
New York
$278K
WAS
1639
WESPAC Advisors SoCal
California
$278K
KA
1640
Klingman & Associates
New York
$278K
WFAG
1641
Worth Financial Advisory Group
North Carolina
$278K
SAM
1642
Seelaus Asset Management
New Jersey
$278K
CAG
1643
Crestwood Advisors Group
Massachusetts
$277K
YIH
1644
Y-Intercept (HK)
Hong Kong
$277K
HA
1645
Harfst & Associates
Wyoming
$277K
PW
1646
PUREfi Wealth
Massachusetts
$276K
WDL
1647
Well Done LLC
Michigan
$276K
HPCM
1648
Hunter Perkins Capital Management
Illinois
$276K
FCA
1649
Fortis Capital Advisors
Kansas
$276K
BC
1650
BDFS Capital
Delaware
$275K