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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
CCG
1776
Chatham Capital Group
Georgia
$214K
AWM
1777
Activest Wealth Management
Florida
$214K
BOC
1778
Bull Oak Capital
California
$214K
WC
1779
Westhampton Capital
North Carolina
$214K
EW
1780
Evoke Wealth
California
$213K
BCM
1781
Buckhead Capital Management
Georgia
$213K
KWM
1782
Keebeck Wealth Management
Illinois
$213K
T
1783
TrustBank
Illinois
$212K
NWMG
1784
National Wealth Management Group
Ohio
$212K
Members Trust
1785
Members Trust
Florida
$211K
FIG
1786
FSA Investment Group
Florida
$210K
CIS
1787
Continental Investors Services
Washington
$210K
NP
1788
Nilsine Partners
Colorado
$210K
BB
1789
Busey Bank
Illinois
$210K
HFP
1790
Holistic Financial Partners
Indiana
$209K
PHWM
1791
Pine Harbor Wealth Management
Maryland
$209K
PFO
1792
PMG Family Office
Texas
$209K
SDWIA
1793
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K
TIM
1794
Tortoise Investment Management
New York
$208K
NPF
1795
Norris Perne & French
Michigan
$208K
SWA
1796
Sightline Wealth Advisors
Connecticut
$207K
WG
1797
Welch Group
Alabama
$206K
CA
1798
Carson Advisory
Georgia
$206K
SBWIC
1799
Schaper Benz & Wise Investment Counsel
Wisconsin
$206K
ZWA
1800
Zinnia Wealth Advisory
Florida
$206K