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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
MWPCG
2001
Measured Wealth Private Client Group
New Hampshire
$2.33K
GG
2002
Gleason Group
Kentucky
$2.32K
TRCT
2003
Tower Research Capital (TRC)
New York
$2.21K
NA
2004
Networth Advisors
Pennsylvania
$2.12K
GWP
2005
Gen-Wealth Partners
Michigan
$2.06K
TFA
2006
Transamerica Financial Advisors
Florida
$1.96K
MWM
2007
Mosley Wealth Management
California
$1.75K
VEA
2008
Virtus ETF Advisers
New York
$1.72K
PWMG
2009
Private Wealth Management Group
New Jersey
$1.37K
BHWM
2010
Bay Harbor Wealth Management
Maryland
$1.22K
UIA
2011
Ulland Investment Advisors
Minnesota
$1K
TC
2012
Truvestments Capital
Florida
$920
NRC
2013
New Republic Capital
North Carolina
$828
FS
2014
Financially Speaking
Colorado
$338
WAG
2015
Wilkerson Advisory Group
Missouri
$184
IRAG
2016
Investment Research & Advisory Group
Georgia
$158
YAL
2017
Your Advocates Ltd
Texas
$124
EAM
2018
Eukles Asset Management
Ohio
$61
OCWP
2019
Owl Creek Wealth Partners
Colorado
$4
ACM
2020
Argent Capital Management
Missouri
HF
2021
HRT Financial
New York
EFS
2022
Econ Financial Services
Pennsylvania
GIM
2023
Guild Investment Management
California
JWCA
2024
J.W. Cole Advisors
Florida
OPWM
2025
Oxinas Partners Wealth Management
Indiana