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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
FNWA
2026
Financial Network Wealth Advisors
Utah
$2.39K
MWPCG
2027
Measured Wealth Private Client Group
New Hampshire
$2.33K
GG
2028
Gleason Group
Kentucky
$2.32K +$2.31K +76 New
TRCT
2029
Tower Research Capital (TRC)
New York
$2.21K +$607 +20 +38%
NA
2030
Networth Advisors
Pennsylvania
$2.12K
GWP
2031
Gen-Wealth Partners
Michigan
$2.06K +$1.94K +64 +2,133%
TFA
2032
Transamerica Financial Advisors
Florida
$1.96K +$243 +8 +15%
MWM
2033
Mosley Wealth Management
California
$1.75K +$1.94K +64 New
VEA
2034
Virtus ETF Advisers
New York
$1.72K +$182 +6 +12%
CCC
2035
Chelsea Counsel Company
California
$1.53K +$1.52K +50 New
PWMG
2036
Private Wealth Management Group
New Jersey
$1.37K +$30 +1 +2%
BHWM
2037
Bay Harbor Wealth Management
Maryland
$1.22K +$1.21K +40 New
UIA
2038
Ulland Investment Advisors
Minnesota
$1K
TC
2039
Truvestments Capital
Florida
$920 -$10.9K -360 -92%
NRC
2040
New Republic Capital
North Carolina
$828
FS
2041
Financially Speaking
Colorado
$338 +$334 +11 New
WAG
2042
Wilkerson Advisory Group
Missouri
$184 -$30 -1 -14%
IRAG
2043
Investment Research & Advisory Group
Georgia
$158
YAL
2044
Your Advocates Ltd
Texas
$124 -$485 -16 -80%
EAM
2045
Eukles Asset Management
Ohio
$61
OCWP
2046
Owl Creek Wealth Partners
Colorado
$4
ACM
2047
Argent Capital Management
Missouri
-$29.8M -1,086,931 Closed
HF
2048
HRT Financial
New York
-$7.64M -278,597 Closed
EFS
2049
Econ Financial Services
Pennsylvania
-$7.24M -264,057 Closed
GIM
2050
Guild Investment Management
California
-$4.78M -174,170 Closed