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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
B
1976
Birchbrook
Maine
$7.69K
MDA
1977
Minot DeBlois Advisors
Massachusetts
$7.67K
FMP
1978
Financial Management Professionals
Texas
$6.9K
WPWM
1979
Western Pacific Wealth Management
Illinois
$6.77K
OCM
1980
Osbon Capital Management
Massachusetts
$6.54K
CCMI
1981
Creative Capital Management Investments
California
$6.17K
CNBTD
1982
Citizens National Bank Trust Department
Mississippi
$5.52K
LFA
1983
Longview Financial Advisors
Alabama
$5.47K
WAS
1984
Winch Advisory Services
Wisconsin
$5.36K
GCM
1985
Gables Capital Management
Florida
$5.34K
WBC
1986
West Branch Capital
Massachusetts
$4.97K
CJ
1987
Caitlin John
Michigan
$4.82K
KA
1988
Kozak & Associates
Colorado
$4.76K
ACM
1989
Anfield Capital Management
California
$4.63K
SFAM
1990
Sawyer Falduto Asset Management
Illinois
$4.6K
UFPG
1991
United Financial Planning Group
New York
$4.57K
DWA
1992
Delos Wealth Advisors
Texas
$4.08K
CTA
1993
Colonial Trust Advisors
South Carolina
$3.99K
SN
1994
Sittner & Nelson
Oregon
$3.87K
GPI
1995
General Partner Inc
Pennsylvania
$3.68K
CCM
1996
Chilton Capital Management
Texas
$3.07K
SVCP
1997
Silicon Valley Capital Partners
California
$3.07K
CPBTD
1998
Central Pacific Bank - Trust Division
Hawaii
$2.82K
AIS
1999
Advocate Investing Services
Maryland
$2.57K
FNWA
2000
Financial Network Wealth Advisors
Utah
$2.39K