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Schwab US Dividend Equity ETF

2,043 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, 870 increasing their positions, 749 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 749

16% more funds holding in top 10

Funds holding in top 10: 211245 (+34)

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.84B)

6% more funds holding

Funds holding: 1,9342,043 (+109)

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
2,043
Holders Change
+109
Holders Change %
+5.64%
% of All Funds
25.17%
Holding in Top 10
245
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.11%
% of All Funds
3.02%
New
231
Increased
870
Reduced
749
Closed
80
Calls
$109M
Puts
$111M
Net Calls
-$1.5M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2001
JPL Wealth Management
Colorado
$8.93K +$8.83K +291 New
B
2002
Birchbrook
Maine
$7.69K +$61 +2 +0.8%
MDA
2003
Minot DeBlois Advisors
Massachusetts
$7.67K
FMP
2004
Financial Management Professionals
Texas
$6.9K
WPWM
2005
Western Pacific Wealth Management
Illinois
$6.77K +$61 +2 +0.9%
OCM
2006
Osbon Capital Management
Massachusetts
$6.54K
CCMI
2007
Creative Capital Management Investments
California
$6.17K
CNBTD
2008
Citizens National Bank Trust Department
Mississippi
$5.52K
LFA
2009
Longview Financial Advisors
Alabama
$5.47K +$5.4K +178 New
WAS
2010
Winch Advisory Services
Wisconsin
$5.36K
GCM
2011
Gables Capital Management
Florida
$5.34K
WBC
2012
West Branch Capital
Massachusetts
$4.97K
CJ
2013
Caitlin John
Michigan
$4.82K -$32.2K -1,061 -87%
KA
2014
Kozak & Associates
Colorado
$4.76K
ACM
2015
Anfield Capital Management
California
$4.63K +$4.58K +151 New
SFAM
2016
Sawyer Falduto Asset Management
Illinois
$4.6K
UFPG
2017
United Financial Planning Group
New York
$4.57K +$4.52K +149 New
DWA
2018
Delos Wealth Advisors
Texas
$4.08K +$4.04K +133 New
CTA
2019
Colonial Trust Advisors
South Carolina
$3.99K +$30 +1 +0.8%
SN
2020
Sittner & Nelson
Oregon
$3.87K
GPI
2021
General Partner Inc
Pennsylvania
$3.68K
CCM
2022
Chilton Capital Management
Texas
$3.07K
SVCP
2023
Silicon Valley Capital Partners
California
$3.07K +$3.03K +100 New
CPBTD
2024
Central Pacific Bank - Trust Division
Hawaii
$2.82K +$1.88K +62 +207%
AIS
2025
Advocate Investing Services
Maryland
$2.57K +$30 +1 +1%