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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
LPAM
176
Lodestar Private Asset Management
California
$19.7M
Lido Advisors
177
Lido Advisors
California
$19.7M
OC
178
Oppenheimer & Co
New York
$19.7M
AQR Capital Management
179
AQR Capital Management
Connecticut
$19.7M
PSIWM
180
Paradigm Strategies in Wealth Management
Minnesota
$19.6M
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
$19.6M
RWA
182
Redhawk Wealth Advisors
Minnesota
$19.5M
KBFS
183
Kohmann Bosshard Financial Services
Ohio
$19.3M
LEA
184
Legacy Edge Advisors
New York
$19.3M
AA
185
Advisory Alpha
Michigan
$19.1M
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$19M
BMWS
187
Brady Martz Wealth Solutions
North Dakota
$19M
GWM
188
Global Wealth Management
New Jersey
$19M
PWMAG
189
Pinnacle Wealth Management Advisory Group
New Jersey
$18.6M
HCM
190
Hengehold Capital Management
Ohio
$18.6M
AAS
191
Ameritas Advisory Services
Nebraska
$18.6M
MF
192
Montis Financial
Massachusetts
$18.3M
MCB
193
Morton Community Bank
Illinois
$18.2M
PRI
194
Prepared Retirement Institute
Pennsylvania
$17.9M
SAI
195
Savvy Advisors Inc
New York
$17.9M
PFWA
196
Paces Ferry Wealth Advisors
Georgia
$17.8M
KJWM
197
Kiley Juergens Wealth Management
Washington
$17.7M
AWA
198
Arkadios Wealth Advisors
Georgia
$17.5M
HAIM
199
Hunter Associates Investment Management
Pennsylvania
$17.5M
OFG
200
Opulen Financial Group
Virginia
$17.4M