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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
TVWM
1976
Tower View Wealth Management
Wisconsin
$17.3K
PWM
1977
Proathlete Wealth Management
Florida
$17.2K
MWC
1978
MBM Wealth Consultants
Missouri
$16.8K
BHWM
1979
Beaird Harris Wealth Management
Texas
$15.9K
ACA
1980
Atlas Capital Advisors
Wyoming
$15.8K
HCM
1981
Hollencrest Capital Management
California
$15.7K
VR
1982
Vision Retirement
New Jersey
$14.6K
QC
1983
Quent Capital
New York
$14.5K
TF
1984
Tompkins Financial
New York
$14.5K
HNW
1985
High Note Wealth
Minnesota
$13.8K
CT
1986
Coastline Trust
Rhode Island
$13.8K
VWA
1987
VSM Wealth Advisory
Maryland
$13.5K
LWMI
1988
Legacy Wealth Management (Idaho)
Idaho
$13.5K
SA
1989
Strategic Advocates
Utah
$12.8K
AP
1990
Atwood & Palmer
Missouri
$12.7K
NL
1991
NorthAvenue LLC
Ohio
$12.2K
AIP
1992
Ameritas Investment Partners
Nebraska
$11.8K
MSWM
1993
Mowery & Schoenfeld Wealth Management
Illinois
$10.5K
GWS
1994
Greykasell Wealth Strategies
California
$10.3K
CFM
1995
Cornerstone Financial Management
Massachusetts
$10.1K
VFM
1996
Vision Financial Markets
Connecticut
$9.97K
CFO
1997
Cambient Family Office
Michigan
$9.2K
LB
1998
Legacy Bridge
Iowa
$9.2K
NWMP
1999
Noble Wealth Management PBC
Colorado
$9.2K
JWM
2000
JPL Wealth Management
Colorado
$8.93K