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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
GWSA
1926
Global Wealth Strategies & Associates
Colorado
$49.8K
OA
1927
Operose Advisors
Wisconsin
$48.4K
DWP
1928
Destiny Wealth Partners
Florida
$47.7K
HFS
1929
Hughes Financial Services
Virginia
$46.2K
FFA
1930
Frazier Financial Advisors
Ohio
$46K
NF
1931
Napier Financial
Massachusetts
$46K
SRCM
1932
Signature Resources Capital Management
California
$43.9K
MIM
1933
MTM Investment Management
South Carolina
$43.6K
TLFA
1934
True Link Financial Advisors
California
$42K
T
1935
Transce3nd
Texas
$39.2K
AA
1936
Addison Advisors
Vermont
$39.1K
Q1WB
1937
Quest 10 Wealth Builders
Virginia
$37.5K
SMA
1938
Sage Mountain Advisors
Georgia
$37.5K
IA
1939
IFS Advisors
Kansas
$37.4K
GCP
1940
Gill Capital Partners
Colorado
$37.2K
MLA
1941
MB, Levis & Associates
Pennsylvania
$35K
TWIM
1942
TIAA Wealth Investment Management
New York
$33.2K
DWS
1943
Dynamic Wealth Strategies
California
$32.3K
FMB
1944
Field & Main Bank
Kentucky
$32.2K
FFO
1945
Fortitude Family Office
Arizona
$32.2K
ATS
1946
Ashton Thomas Securities
New York
$32.2K
KFP
1947
Kerr Financial Planning
California
$31.7K
MG
1948
MilWealth Group
Wisconsin
$30.4K
OWA
1949
Opal Wealth Advisors
New York
$30.4K
SC
1950
Swan Capital
Florida
$30K