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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
CIR
1826
Clear Investment Research
Georgia
$164K
SHIM
1827
Stone House Investment Management
Pennsylvania
$163K
RP
1828
Rice Partnership
Hawaii
$158K
CPA
1829
Cardiff Park Advisors
California
$158K
CH
1830
CDKV Holdings
Colorado
$156K
IAAG
1831
Innovative Asset Advisors Group
Connecticut
$150K
RF
1832
RetireMitten Financial
Michigan
$150K
WA
1833
Westfuller Advisors
New York
$148K
ITIM
1834
Indiana Trust & Investment Management
Indiana
$148K
TCM
1835
Tradewinds Capital Management
Washington
$146K
FPF
1836
First Pacific Financial
Washington
$144K
CVM
1837
Cheviot Value Management
California
$137K
DF
1838
DecisionPoint Financial
Arizona
$136K
MFP
1839
Meramec Financial Planners
Missouri
$135K
IWP
1840
IAG Wealth Partners
Wisconsin
$132K
Franklin Resources
1841
Franklin Resources
California
$130K
HFS
1842
Hantz Financial Services
Michigan
$130K
SGK
1843
Steigerwald Gordon & Koch
Virginia
$130K
BIAS
1844
Beacon Investment Advisory Services
New Jersey
$128K
AWA
1845
Acumen Wealth Advisors
Tennessee
$126K
PWAM
1846
Private Wealth Asset Management
Iowa
$117K
GWM
1847
GSB Wealth Management
Connecticut
$117K
MCA
1848
McGuire Capital Advisors
Oklahoma
$116K
PWMG
1849
Prestige Wealth Management Group
New Jersey
$115K
PCM
1850
Palouse Capital Management
Washington
$113K