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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
NWM
1851
Navigoe Wealth Management
California
$112K
BA
1852
Ballast Advisors
Minnesota
$109K
SC
1853
Solstein Capital
California
$103K
RTL
1854
Red Tortoise LLC
Georgia
$103K
B
1855
Bayban
Minnesota
$103K
CW
1856
Curio Wealth
Maryland
$99.4K
SIC
1857
SJS Investment Consulting
Ohio
$97.6K
WSFS
1858
Wilmington Savings Fund Society
Delaware
$94.6K
TPWA
1859
Twin Peaks Wealth Advisors
California
$94.5K
FLP
1860
Financial Life Planners
Arizona
$93.8K
WCM
1861
Weaver Capital Management
Georgia
$93K
BC
1862
Barrett & Company
Rhode Island
$92.2K
MJRIC
1863
Mogy Joel R Investment Counsel
California
$92K
AT
1864
Arlington Trust
Alabama
$92K
NFSG
1865
Newbridge Financial Services Group
Florida
$91.3K
TLCM
1866
Twin Lakes Capital Management
California
$89.7K
HWM
1867
HighMark Wealth Management
Minnesota
$89.7K
CMP
1868
Coston McIsaac & Partners
Maine
$84K
APW
1869
Aventura Private Wealth
Florida
$83.1K
HHGA
1870
Halbert Hargrove Global Advisors
California
$79.9K
CFFP
1871
Center for Financial Planning
Michigan
$79.7K
GKIM
1872
GW&K Investment Management
Massachusetts
$79K
SA
1873
Scarborough Advisors
Maryland
$74.8K
KCM
1874
Key Capital Management
Tennessee
$73.5K
IA
1875
IFG Advisory
Georgia
$73K