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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 227 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: 1,9232,016 (+93)

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
OIA
151
OneDigital Investment Advisors
Kansas
$22.2M
ASN
152
Advisory Services Network
Georgia
$22.2M
EFG
153
Everest Financial Group
Minnesota
$22.1M
EWA
154
Exencial Wealth Advisors
Oklahoma
$22M
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$22M
MWM
156
Modern Wealth Management
Kansas
$21.9M
CRC
157
Curi RMB Capital
Illinois
$21.8M
IA
158
IFP Advisors
Florida
$21.3M
AWM
159
Axxcess Wealth Management
California
$21.2M
SEP
160
Southland Equity Partners
Missouri
$21.2M
WLIM
161
White Lighthouse Investment Management
Massachusetts
$21M
VVP
162
Venture Visionary Partners
Ohio
$21M
PAG
163
Powers Advisory Group
Illinois
$21M
Goldman Sachs
164
Goldman Sachs
New York
$21M
WFS
165
Weitzel Financial Services
Iowa
$21M
GLLW
166
Graves Light Lenhart Wealth
Virginia
$20.7M
LWM
167
LongView Wealth Management
Georgia
$20.4M
AAS
168
Asset Allocation Strategies
Michigan
$20.3M
PCG
169
Prosperity Consulting Group
Maryland
$20M
Capital Fund Management (CFM)
170
Capital Fund Management (CFM)
France
$19.9M
DC
171
Davenport & Co
Virginia
$19.9M
ET
172
Equitable Trust
Tennessee
$19.9M
PWP
173
Principle Wealth Partners
Connecticut
$19.8M
IAN
174
Integrated Advisors Network
Texas
$19.8M
SCM
175
Stonehearth Capital Management
Massachusetts
$19.7M