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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
FFS
1776
Flavin Financial Services
Florida
$227K
AIA
1777
Alternative Investment Advisors
Florida
$227K
TC
1778
Trilogy Capital
California
$227K
QWP
1779
Quotient Wealth Partners
Texas
$226K
Millennium Management
1780
Millennium Management
New York
$226K
AIA
1781
Accelerate Investment Advisors
California
$225K
FFBTD
1782
First Financial Bank - Trust Division
Ohio
$223K
SA
1783
Seneschal Advisors
Washington
$223K
MWC
1784
MKD Wealth Coaches
Michigan
$223K
TWP
1785
Tyche Wealth Partners
Texas
$223K
PBO
1786
Peoples Bank (Ohio)
Ohio
$223K
SGI
1787
Summit Global Investments
Utah
$222K
SFP
1788
Sandbox Financial Partners
Maryland
$222K
RSWA
1789
Robinson Smith Wealth Advisors
Maine
$221K
WIM
1790
Westside Investment Management
California
$220K
GC
1791
Gibson Capital
Pennsylvania
$219K
DOA
1792
D'Orazio & Associates
Virginia
$219K
UCB
1793
United Community Bank
South Carolina
$219K
RZH
1794
Relyea Zuckerberg Hanson
Connecticut
$219K
IWS
1795
Insight Wealth Strategies
California
$218K
DP
1796
Dearborn Partners
Illinois
$218K
EI
1797
Ellevest Inc
New York
$217K
Kayne Anderson Rudnick Investment Management
1798
Kayne Anderson Rudnick Investment Management
California
$216K
ACA
1799
Ascension Capital Advisors
Texas
$214K
MIM
1800
Moseley Investment Management
Florida
$214K