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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
FBB
1651
Fulton Breakefield Broenniman
Maryland
$273K
WPA
1652
West Paces Advisors
Georgia
$273K
TWA
1653
TCI Wealth Advisors
Arizona
$273K
SWA
1654
Serenus Wealth Advisors
California
$273K
TWM
1655
TCFG Wealth Management
California
$272K
TIA
1656
TCFG Investment Advisors
California
$272K
HWA
1657
HCR Wealth Advisors
California
$271K
KFS
1658
Kaizen Financial Strategies
California
$271K
RGC
1659
Roberts, Glore & Co
Illinois
$271K
DF
1660
Daviman Financial
Indiana
$271K
Legacy Financial Group (Iowa)
1661
Legacy Financial Group (Iowa)
Iowa
$270K
LSA
1662
Lansing Street Advisors
Pennsylvania
$270K
PGF
1663
Plan Group Financial
Oklahoma
$270K
FM
1664
Foster & Motley
Ohio
$269K
QCM
1665
QRG Capital Management
Illinois
$269K
QPWM
1666
Quadrant Private Wealth Management
Pennsylvania
$268K
IIM
1667
IFC & Insurance Marketing
California
$268K
LPFG
1668
Landing Point Financial Group
Ohio
$268K
CWM
1669
ClientFirst Wealth Management
Arkansas
$267K
EB
1670
Emprise Bank
Kansas
$266K
SG
1671
Sankala Group
Colorado
$266K
TC
1672
TownSquare Capital
Utah
$266K
TPA
1673
Trivium Point Advisory
Connecticut
$266K
CA
1674
Cannon Advisors
North Carolina
$265K
LRPA
1675
L. Roy Papp & Associates
Arizona
$264K