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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
FFA
1726
Fi3 Financial Advisors
Indiana
$252K
WT
1727
Whittier Trust
California
$251K
TSWM
1728
Triangle Securities Wealth Management
North Carolina
$250K
XWL
1729
XXI Wealth LLC
Illinois
$250K
YP
1730
YANKCOM Partnership
South Dakota
$249K
TIM
1731
Total Investment Management
Arizona
$249K
MF
1732
Manchester Financial
California
$249K
CFG
1733
Copley Financial Group
California
$248K
HWA
1734
HMV Wealth Advisors
Louisiana
$248K
BP
1735
Broadleaf Partners
Ohio
$247K
SFGP
1736
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$247K
JTWM
1737
Jackson Thornton Wealth Management
Alabama
$246K
MCA
1738
Midwest Capital Advisors
Michigan
$246K
RIS
1739
Retirement Income Solutions
Michigan
$245K
WWMSC
1740
Wagner Wealth Management (South Carolina)
South Carolina
$244K
EPM
1741
Elm Partners Management
Pennsylvania
$244K
SOWAS
1742
Silver Oak Wealth Advisors Services
California
$244K
Vontobel Holding
1743
Vontobel Holding
Switzerland
$243K
CASB
1744
Cape Ann Savings Bank
Massachusetts
$243K
W
1745
WealthCollab
Washington
$243K
BWFA
1746
Baltimore-Washington Financial Advisors
Maryland
$243K
MPWS
1747
McCarter Private Wealth Services
Massachusetts
$242K
OPW
1748
Osprey Private Wealth
New York
$242K
OWA
1749
Outlook Wealth Advisors
Texas
$242K
GC
1750
Granville Capital
North Carolina
$242K