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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
PCP
1676
Proficio Capital Partners
Massachusetts
$263K
BSCCG
1677
Blue Sky Capital Consultants Group
California
$262K
AWA
1678
Argos Wealth Advisors
California
$262K
LAM
1679
Lewis Asset Management
California
$261K
BHIA
1680
Birch Hill Investment Advisors
Massachusetts
$261K
AIC
1681
Archer Investment Corporation
Indiana
$261K
CBT
1682
Crews Bank & Trust
Florida
$260K
SMG
1683
Smart Money Group
Texas
$259K
NC
1684
North Capital
Utah
$259K
JCM
1685
Jag Capital Management
Missouri
$259K
BFA
1686
Ballast Financial Advisors
Pennsylvania
$257K
JPWM
1687
Jamison Private Wealth Management
Georgia
$257K
WAAG
1688
Wealth Alliance Advisory Group
Kansas
$257K
CG
1689
Cynosure Group
Utah
$256K
CAM
1690
Clark Asset Management
New Hampshire
$256K
SCM
1691
Saxony Capital Management
Missouri
$256K
TGAM
1692
TBH Global Asset Management
Tennessee
$256K
DCA
1693
DB&C Advisors
Michigan
$255K
SPWG
1694
Syntegra Private Wealth Group
Missouri
$255K
HIMC
1695
Heritage Investors Management Corp
Maryland
$255K
FFG
1696
Fiduciary Financial Group
California
$255K
WF
1697
WoodTrust Financial
Wisconsin
$254K
RBC
1698
Roble Belko & Company
Pennsylvania
$254K
FWM
1699
Finer Wealth Management
Massachusetts
$254K
CF
1700
Carter Financial
California
$253K