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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
TPCW
151
TD Private Client Wealth
New York
$22.7M
MOS
152
MGO One Seven
Ohio
$22.5M
OIA
153
OneDigital Investment Advisors
Kansas
$22.2M
ASN
154
Advisory Services Network
Georgia
$22.2M
EFG
155
Everest Financial Group
Minnesota
$22.1M
EWA
156
Exencial Wealth Advisors
Oklahoma
$22M
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$22M
MWM
158
Modern Wealth Management
Kansas
$21.9M
CRC
159
Curi RMB Capital
Illinois
$21.8M
IA
160
IFP Advisors
Florida
$21.3M
AWM
161
Axxcess Wealth Management
California
$21.2M
SEP
162
Southland Equity Partners
Missouri
$21.2M
WLIM
163
White Lighthouse Investment Management
Massachusetts
$21M
VVP
164
Venture Visionary Partners
Ohio
$21M
PAG
165
Powers Advisory Group
Illinois
$21M
Goldman Sachs
166
Goldman Sachs
New York
$21M
WFS
167
Weitzel Financial Services
Iowa
$21M
GLLW
168
Graves Light Lenhart Wealth
Virginia
$20.7M
LWM
169
LongView Wealth Management
Georgia
$20.4M
AAS
170
Asset Allocation Strategies
Michigan
$20.3M
PCG
171
Prosperity Consulting Group
Maryland
$20M
Capital Fund Management (CFM)
172
Capital Fund Management (CFM)
France
$19.9M
DC
173
Davenport & Co
Virginia
$19.9M
ET
174
Equitable Trust
Tennessee
$19.9M
PWP
175
Principle Wealth Partners
Connecticut
$19.8M