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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
BWM
1801
Briggs Wealth Management
Connecticut
$206K
NHT
1802
New Hampshire Trust
New Hampshire
$206K
NIM
1803
Northeast Investment Management
Massachusetts
$205K
CFD
1804
Creative Financial Designs
Indiana
$205K
1CP
1805
17 Capital Partners
Arizona
$204K
MCM
1806
Mainstream Capital Management
California
$204K
CWMS
1807
Cannon Wealth Management Services
North Carolina
$204K
ABWM
1808
Alpine Bank Wealth Management
Colorado
$204K
PWP
1809
Perfromance Wealth Partners
Illinois
$203K
BSA
1810
Braun Stacey Associates
New York
$203K
CF
1811
Claris Financial
Virginia
$203K
VWM
1812
Venturi Wealth Management
Texas
$202K
BFIM
1813
Beese Fulmer Investment Management
Ohio
$202K
HGA
1814
Hobbs Group Advisors
South Carolina
$201K
MAA
1815
Matrix Asset Advisors
New York
$200K
IWM
1816
IMG Wealth Management
Florida
$199K
JWA
1817
JFS Wealth Advisors
Pennsylvania
$186K
DF
1818
Dunhill Financial
United Kingdom
$183K
FDCDDQ
1819
Federation des caisses Desjardins du Quebec
Quebec, Canada
$180K
CI
1820
CX Institutional
Indiana
$178K
TSMHT
1821
Thurston Springer Miller Herd & Titak
Indiana
$176K
WFA
1822
West Financial Advisors
Iowa
$173K
KFG
1823
Kingdom Financial Group
Arizona
$173K
LAS
1824
Lloyd Advisory Services
Georgia
$173K
AAG
1825
Accordant Advisory Group
Maryland
$164K