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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
RDFA
1926
Ritter Daniher Financial Advisory
Ohio
$29.9K
BFO
1927
Biltmore Family Office
North Carolina
$29.9K
AIA
1928
Aventus Investment Advisors
Florida
$29.5K
CSB
1929
City State Bank
Iowa
$29.3K
USB
1930
Union Savings Bank
Connecticut
$29.1K
PIS
1931
POM Investment Strategies
North Carolina
$29K
KG
1932
Kilter Group
New York
$28.3K
MSFP
1933
Mark Sheptoff Financial Planning
Connecticut
$28.1K
MTI
1934
Merrithew & Thorsten Inc
California
$28K
MHIP
1935
Mountain Hill Investment Partners
New Jersey
$27.7K
ISWM
1936
Intesa Sanpaolo Wealth Management
$25.8K
PFM
1937
Phillips Financial Management
Indiana
$24.9K
QCG
1938
Quadrant Capital Group
Ohio
$24.3K
MFT
1939
Moisand Fitzgerald Tamayo
Florida
$24.3K
JGIA
1940
Jackson Grant Investment Advisers
Connecticut
$23.8K
P
1941
Palladiem
Pennsylvania
$23.5K
TAR
1942
Trask Adam Roland
$23K
WPA
1943
Wealth Preservation Advisors
Tennessee
$22.9K
BFS
1944
Beacon Financial Strategies
North Carolina
$22.7K
IW
1945
Imprint Wealth
South Carolina
$22.4K
FDW
1946
Fourth Dimension Wealth
Ohio
$21.1K
IF
1947
Integrity Financial
Wyoming
$20K
NECFA
1948
New England Capital Financial Advisors
Connecticut
$19.7K
FG
1949
Fairman Group
Pennsylvania
$19.1K
WAG
1950
Windsor Advisory Group
Ohio
$17.4K