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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
KL
1726
KWMG LLC
Kansas
$241K
HG
1727
Harbor Group
New Hampshire
$241K
BFG
1728
Birch Financial Group
New Hampshire
$240K
LCM
1729
Lazari Capital Management
California
$240K
PFA
1730
Portland Financial Advisors
New York
$240K
PFM
1731
Peak Financial Management
Massachusetts
$239K
CPIA
1732
Cornell Pochily Investment Advisors
New York
$239K
OAJ
1733
Ogorek Anthony Joseph
New York
$239K
PPA
1734
Pacific Point Advisors
California
$238K
GWS
1735
Glassman Wealth Services
Virginia
$238K
GPA
1736
Guerra Pan Advisors
New Jersey
$236K
WMA
1737
Wealth Management Associates
New Jersey
$234K
HAC
1738
Harbor Advisory Corp
New Hampshire
$234K
SFG
1739
Synergy Financial Group
California
$233K
PHAM
1740
Palisades Hudson Asset Management
Florida
$233K
FWP
1741
Falcon Wealth Planning
California
$232K
FWP
1742
Firethorn Wealth Partners
Georgia
$232K
GCL
1743
Gouws Capital LLC
North Carolina
$231K
FA
1744
Fountainhead AM
New Jersey
$230K
FCMA
1745
Foresight Capital Management Advisors
Michigan
$230K
AWM
1746
Aberdeen Wealth Management
Illinois
$230K
ARA
1747
Approach Retirement Advisors
Alabama
$230K
CP
1748
Canopy Partners
Ohio
$229K
NG
1749
Norden Group
Utah
$229K
GAM
1750
GEM Asset Management
Michigan
$228K