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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
RDFA
1951
Ritter Daniher Financial Advisory
Ohio
$29.9K
BFO
1952
Biltmore Family Office
North Carolina
$29.9K
AIA
1953
Aventus Investment Advisors
Florida
$29.5K
CSB
1954
City State Bank
Iowa
$29.3K
USB
1955
Union Savings Bank
Connecticut
$29.1K
PIS
1956
POM Investment Strategies
North Carolina
$29K
KG
1957
Kilter Group
New York
$28.3K
MSFP
1958
Mark Sheptoff Financial Planning
Connecticut
$28.1K
MTI
1959
Merrithew & Thorsten Inc
California
$28K
MHIP
1960
Mountain Hill Investment Partners
New Jersey
$27.7K
ISWM
1961
Intesa Sanpaolo Wealth Management
$25.8K
PFM
1962
Phillips Financial Management
Indiana
$24.9K
QCG
1963
Quadrant Capital Group
Ohio
$24.3K
MFT
1964
Moisand Fitzgerald Tamayo
Florida
$24.3K
JGIA
1965
Jackson Grant Investment Advisers
Connecticut
$23.8K
P
1966
Palladiem
Pennsylvania
$23.5K
TAR
1967
Trask Adam Roland
$23K
WPA
1968
Wealth Preservation Advisors
Tennessee
$22.9K
BFS
1969
Beacon Financial Strategies
North Carolina
$22.7K
IW
1970
Imprint Wealth
South Carolina
$22.4K
FDW
1971
Fourth Dimension Wealth
Ohio
$21.1K
IF
1972
Integrity Financial
Wyoming
$20K
NECFA
1973
New England Capital Financial Advisors
Connecticut
$19.7K
FG
1974
Fairman Group
Pennsylvania
$19.1K
WAG
1975
Windsor Advisory Group
Ohio
$17.4K