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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
MAS
1876
MPWM Advisory Solutions
Georgia
$72.9K
RWM
1877
Rialto Wealth Management
New York
$71.8K
TIM
1878
Thompson Investment Management
Wisconsin
$71K
EWM
1879
Evermay Wealth Management
Virginia
$69K
EI
1880
EFG International
$69K
FCT
1881
First Community Trust
Iowa
$64.3K
SWIM
1882
Smallwood Wealth Investment Management
New Jersey
$62.3K
HWA
1883
Heritage Wealth Advisors
Virginia
$62.3K
NRG
1884
Nemes Rush Group
Michigan
$61.9K
Barclays
1885
Barclays
United Kingdom
$61.4K
RF
1886
Roxbury Financial
New Jersey
$61.3K
HDIM
1887
Hanson & Doremus Investment Management
Vermont
$61K
C
1888
Covestor
United Kingdom
$60K
TCM
1889
Triumph Capital Management
Colorado
$59.3K
POIA
1890
Pin Oak Investment Advisors
Texas
$59K
VDBMI
1891
Van Den Berg Management I
Texas
$58.3K
KSB
1892
Kennebec Savings Bank
Maine
$56.5K
CB
1893
CNB Bank
Pennsylvania
$55.3K
FCMT
1894
Founders Capital Management (Texas)
Texas
$55.2K
TIAA Trust, National Association
1895
TIAA Trust, National Association
North Carolina
$54.1K
CIAS
1896
CBIZ Investment Advisory Services
Ohio
$53.8K
GFA
1897
Godfrey Financial Associates
New York
$53.6K
VCM
1898
Versant Capital Management
Arizona
$51.8K
SAP
1899
Strategic Advisory Partners
North Carolina
$50.5K
MBFW
1900
Morton Brown Family Wealth
Pennsylvania
$50.2K