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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
NWM
1876
Navigoe Wealth Management
California
$112K
BA
1877
Ballast Advisors
Minnesota
$109K
SC
1878
Solstein Capital
California
$103K
RTL
1879
Red Tortoise LLC
Georgia
$103K
B
1880
Bayban
Minnesota
$103K
CW
1881
Curio Wealth
Maryland
$99.4K
SIC
1882
SJS Investment Consulting
Ohio
$97.6K
WSFS
1883
Wilmington Savings Fund Society
Delaware
$94.6K
TPWA
1884
Twin Peaks Wealth Advisors
California
$94.5K
FLP
1885
Financial Life Planners
Arizona
$93.8K
WCM
1886
Weaver Capital Management
Georgia
$93K
BC
1887
Barrett & Company
Rhode Island
$92.2K
AT
1888
Arlington Trust
Alabama
$92K
MJRIC
1889
Mogy Joel R Investment Counsel
California
$92K
NFSG
1890
Newbridge Financial Services Group
Florida
$91.3K
TLCM
1891
Twin Lakes Capital Management
California
$89.7K
HWM
1892
HighMark Wealth Management
Minnesota
$89.7K
CMP
1893
Coston McIsaac & Partners
Maine
$84K
APW
1894
Aventura Private Wealth
Florida
$83.1K
HHGA
1895
Halbert Hargrove Global Advisors
California
$79.9K
CFFP
1896
Center for Financial Planning
Michigan
$79.7K
GKIM
1897
GW&K Investment Management
Massachusetts
$79K
SA
1898
Scarborough Advisors
Maryland
$74.8K
KCM
1899
Key Capital Management
Tennessee
$73.5K
IA
1900
IFG Advisory
Georgia
$73K