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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
FFA
1701
Fi3 Financial Advisors
Indiana
$252K
WT
1702
Whittier Trust
California
$251K
TSWM
1703
Triangle Securities Wealth Management
North Carolina
$250K
XWL
1704
XXI Wealth LLC
Illinois
$250K
YP
1705
YANKCOM Partnership
South Dakota
$249K
TIM
1706
Total Investment Management
Arizona
$249K
MF
1707
Manchester Financial
California
$249K
CFG
1708
Copley Financial Group
California
$248K
HWA
1709
HMV Wealth Advisors
Louisiana
$248K
BP
1710
Broadleaf Partners
Ohio
$247K
SFGP
1711
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$247K
JTWM
1712
Jackson Thornton Wealth Management
Alabama
$246K
MCA
1713
Midwest Capital Advisors
Michigan
$246K
RIS
1714
Retirement Income Solutions
Michigan
$245K
WWMSC
1715
Wagner Wealth Management (South Carolina)
South Carolina
$244K
EPM
1716
Elm Partners Management
Pennsylvania
$244K
SOWAS
1717
Silver Oak Wealth Advisors Services
California
$244K
Vontobel Holding
1718
Vontobel Holding
Switzerland
$243K
CASB
1719
Cape Ann Savings Bank
Massachusetts
$243K
W
1720
WealthCollab
Washington
$243K
BWFA
1721
Baltimore-Washington Financial Advisors
Maryland
$243K
MPWS
1722
McCarter Private Wealth Services
Massachusetts
$242K
OPW
1723
Osprey Private Wealth
New York
$242K
OWA
1724
Outlook Wealth Advisors
Texas
$242K
GC
1725
Granville Capital
North Carolina
$242K