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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
TVWM
1951
Tower View Wealth Management
Wisconsin
$17.3K
PWM
1952
Proathlete Wealth Management
Florida
$17.2K
MWC
1953
MBM Wealth Consultants
Missouri
$16.8K
BHWM
1954
Beaird Harris Wealth Management
Texas
$15.9K
ACA
1955
Atlas Capital Advisors
Wyoming
$15.8K
HCM
1956
Hollencrest Capital Management
California
$15.7K
VR
1957
Vision Retirement
New Jersey
$14.6K
QC
1958
Quent Capital
New York
$14.5K
TF
1959
Tompkins Financial
New York
$14.5K
HNW
1960
High Note Wealth
Minnesota
$13.8K
CT
1961
Coastline Trust
Rhode Island
$13.8K
VWA
1962
VSM Wealth Advisory
Maryland
$13.5K
LWMI
1963
Legacy Wealth Management (Idaho)
Idaho
$13.5K
SA
1964
Strategic Advocates
Utah
$12.8K
AP
1965
Atwood & Palmer
Missouri
$12.7K
NL
1966
NorthAvenue LLC
Ohio
$12.2K
AIP
1967
Ameritas Investment Partners
Nebraska
$11.8K
MSWM
1968
Mowery & Schoenfeld Wealth Management
Illinois
$10.5K
GWS
1969
Greykasell Wealth Strategies
California
$10.3K
CFM
1970
Cornerstone Financial Management
Massachusetts
$10.1K
VFM
1971
Vision Financial Markets
Connecticut
$9.97K
NWMP
1972
Noble Wealth Management PBC
Colorado
$9.2K
CFO
1973
Cambient Family Office
Michigan
$9.2K
LB
1974
Legacy Bridge
Iowa
$9.2K
JWM
1975
JPL Wealth Management
Colorado
$8.93K