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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
GWSA
1901
Global Wealth Strategies & Associates
Colorado
$49.8K
OA
1902
Operose Advisors
Wisconsin
$48.4K
DWP
1903
Destiny Wealth Partners
Florida
$47.7K
HFS
1904
Hughes Financial Services
Virginia
$46.2K
FFA
1905
Frazier Financial Advisors
Ohio
$46K
NF
1906
Napier Financial
Massachusetts
$46K
SRCM
1907
Signature Resources Capital Management
California
$43.9K
MIM
1908
MTM Investment Management
South Carolina
$43.6K
TLFA
1909
True Link Financial Advisors
California
$42K
T
1910
Transce3nd
Texas
$39.2K
AA
1911
Addison Advisors
Vermont
$39.1K
Q1WB
1912
Quest 10 Wealth Builders
Virginia
$37.5K
SMA
1913
Sage Mountain Advisors
Georgia
$37.5K
IA
1914
IFS Advisors
Kansas
$37.4K
GCP
1915
Gill Capital Partners
Colorado
$37.2K
MLA
1916
MB, Levis & Associates
Pennsylvania
$35K
TWIM
1917
TIAA Wealth Investment Management
New York
$33.2K
DWS
1918
Dynamic Wealth Strategies
California
$32.3K
FMB
1919
Field & Main Bank
Kentucky
$32.2K
FFO
1920
Fortitude Family Office
Arizona
$32.2K
ATS
1921
Ashton Thomas Securities
New York
$32.2K
KFP
1922
Kerr Financial Planning
California
$31.7K
MG
1923
MilWealth Group
Wisconsin
$30.4K
OWA
1924
Opal Wealth Advisors
New York
$30.4K
SC
1925
Swan Capital
Florida
$30K