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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
FFS
1751
Flavin Financial Services
Florida
$227K
AIA
1752
Alternative Investment Advisors
Florida
$227K
TC
1753
Trilogy Capital
California
$227K
QWP
1754
Quotient Wealth Partners
Texas
$226K
Millennium Management
1755
Millennium Management
New York
$226K
AIA
1756
Accelerate Investment Advisors
California
$225K
FFBTD
1757
First Financial Bank - Trust Division
Ohio
$223K
SA
1758
Seneschal Advisors
Washington
$223K
MWC
1759
MKD Wealth Coaches
Michigan
$223K
TWP
1760
Tyche Wealth Partners
Texas
$223K
PBO
1761
Peoples Bank (Ohio)
Ohio
$223K
SGI
1762
Summit Global Investments
Utah
$222K
SFP
1763
Sandbox Financial Partners
Maryland
$222K
RSWA
1764
Robinson Smith Wealth Advisors
Maine
$221K
WIM
1765
Westside Investment Management
California
$220K
GC
1766
Gibson Capital
Pennsylvania
$219K
DOA
1767
D'Orazio & Associates
Virginia
$219K
UCB
1768
United Community Bank
South Carolina
$219K
RZH
1769
Relyea Zuckerberg Hanson
Connecticut
$219K
IWS
1770
Insight Wealth Strategies
California
$218K
DP
1771
Dearborn Partners
Illinois
$218K
EI
1772
Ellevest Inc
New York
$217K
Kayne Anderson Rudnick Investment Management
1773
Kayne Anderson Rudnick Investment Management
California
$216K
ACA
1774
Ascension Capital Advisors
Texas
$214K
MIM
1775
Moseley Investment Management
Florida
$214K