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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
MAS
1901
MPWM Advisory Solutions
Georgia
$72.9K
RWM
1902
Rialto Wealth Management
New York
$71.8K
TIM
1903
Thompson Investment Management
Wisconsin
$71K
EWM
1904
Evermay Wealth Management
Virginia
$69K
EI
1905
EFG International
$69K
FCT
1906
First Community Trust
Iowa
$64.3K
SWIM
1907
Smallwood Wealth Investment Management
New Jersey
$62.3K
HWA
1908
Heritage Wealth Advisors
Virginia
$62.3K
NRG
1909
Nemes Rush Group
Michigan
$61.9K
Barclays
1910
Barclays
United Kingdom
$61.4K
RF
1911
Roxbury Financial
New Jersey
$61.3K
HDIM
1912
Hanson & Doremus Investment Management
Vermont
$61K
C
1913
Covestor
United Kingdom
$60K
TCM
1914
Triumph Capital Management
Colorado
$59.3K
POIA
1915
Pin Oak Investment Advisors
Texas
$59K
VDBMI
1916
Van Den Berg Management I
Texas
$58.3K
KSB
1917
Kennebec Savings Bank
Maine
$56.5K
CB
1918
CNB Bank
Pennsylvania
$55.3K
FCMT
1919
Founders Capital Management (Texas)
Texas
$55.2K
TIAA Trust, National Association
1920
TIAA Trust, National Association
North Carolina
$54.1K
CIAS
1921
CBIZ Investment Advisory Services
Ohio
$53.8K
GFA
1922
Godfrey Financial Associates
New York
$53.6K
VCM
1923
Versant Capital Management
Arizona
$51.8K
SAP
1924
Strategic Advisory Partners
North Carolina
$50.5K
MBFW
1925
Morton Brown Family Wealth
Pennsylvania
$50.2K