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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
IAN
176
Integrated Advisors Network
Texas
$19.8M
SCM
177
Stonehearth Capital Management
Massachusetts
$19.7M
LPAM
178
Lodestar Private Asset Management
California
$19.7M
Lido Advisors
179
Lido Advisors
California
$19.7M
OC
180
Oppenheimer & Co
New York
$19.7M
AQR Capital Management
181
AQR Capital Management
Connecticut
$19.7M
PSIWM
182
Paradigm Strategies in Wealth Management
Minnesota
$19.6M
D.E. Shaw & Co
183
D.E. Shaw & Co
New York
$19.6M
RWA
184
Redhawk Wealth Advisors
Minnesota
$19.5M
KBFS
185
Kohmann Bosshard Financial Services
Ohio
$19.3M
LEA
186
Legacy Edge Advisors
New York
$19.3M
AA
187
Advisory Alpha
Michigan
$19.1M
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$19M
BMWS
189
Brady Martz Wealth Solutions
North Dakota
$19M
GWM
190
Global Wealth Management
New Jersey
$19M
PWMAG
191
Pinnacle Wealth Management Advisory Group
New Jersey
$18.6M
HCM
192
Hengehold Capital Management
Ohio
$18.6M
AAS
193
Ameritas Advisory Services
Nebraska
$18.6M
IIC
194
Integrated Investment Consultants
Michigan
$18.5M
MF
195
Montis Financial
Massachusetts
$18.3M
MCB
196
Morton Community Bank
Illinois
$18.2M
PRI
197
Prepared Retirement Institute
Pennsylvania
$17.9M
SAI
198
Savvy Advisors Inc
New York
$17.9M
PFWA
199
Paces Ferry Wealth Advisors
Georgia
$17.8M
KJWM
200
Kiley Juergens Wealth Management
Washington
$17.7M