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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
FBB
1676
Fulton Breakefield Broenniman
Maryland
$273K
WPA
1677
West Paces Advisors
Georgia
$273K
TWA
1678
TCI Wealth Advisors
Arizona
$273K
SWA
1679
Serenus Wealth Advisors
California
$273K
TWM
1680
TCFG Wealth Management
California
$272K
TIA
1681
TCFG Investment Advisors
California
$272K
HWA
1682
HCR Wealth Advisors
California
$271K
KFS
1683
Kaizen Financial Strategies
California
$271K
RGC
1684
Roberts, Glore & Co
Illinois
$271K
DF
1685
Daviman Financial
Indiana
$271K
Legacy Financial Group (Iowa)
1686
Legacy Financial Group (Iowa)
Iowa
$270K
LSA
1687
Lansing Street Advisors
Pennsylvania
$270K
PGF
1688
Plan Group Financial
Oklahoma
$270K
FM
1689
Foster & Motley
Ohio
$269K
QCM
1690
QRG Capital Management
Illinois
$269K
QPWM
1691
Quadrant Private Wealth Management
Pennsylvania
$268K
IIM
1692
IFC & Insurance Marketing
California
$268K
LPFG
1693
Landing Point Financial Group
Ohio
$268K
CWM
1694
ClientFirst Wealth Management
Arkansas
$267K
EB
1695
Emprise Bank
Kansas
$266K
SG
1696
Sankala Group
Colorado
$266K
TC
1697
TownSquare Capital
Utah
$266K
TPA
1698
Trivium Point Advisory
Connecticut
$266K
CA
1699
Cannon Advisors
North Carolina
$265K
LRPA
1700
L. Roy Papp & Associates
Arizona
$264K