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Schwab US Dividend Equity ETF

2,026 hedge funds and large institutions have $24.8B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 863 increasing their positions, 744 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: 1,9262,026 (+100)

1% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

1.08% less ownership

Funds ownership: 30.77%29.69% (-1.1%)

Holders
2,026
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
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
IRAG
2026
Investment Research & Advisory Group
Georgia
$158
YAL
2027
Your Advocates Ltd
Texas
$124
EAM
2028
Eukles Asset Management
Ohio
$61
OCWP
2029
Owl Creek Wealth Partners
Colorado
$4
ACM
2030
Argent Capital Management
Missouri
HF
2031
HRT Financial
New York
EFS
2032
Econ Financial Services
Pennsylvania
GIM
2033
Guild Investment Management
California
JWCA
2034
J.W. Cole Advisors
Florida
OPWM
2035
Oxinas Partners Wealth Management
Indiana
CG
2036
Caprock Group
Idaho
TCWM
2037
Total Clarity Wealth Management
Illinois
FWA
2038
FSC Wealth Advisors
New York
MAM
2039
Marquette Asset Management
Minnesota
Balyasny Asset Management
2040
Balyasny Asset Management
Illinois
PA
2041
Planning Alternatives
Michigan
DIA
2042
Dean Investment Associates
Ohio
CAGAS
2043
Capital Advisory Group Advisory Services
Minnesota
TWA
2044
Trace Wealth Advisors
California
LOIM
2045
Liberty One Investment Management
Illinois
GS
2046
GTS Securities
New York
DAS
2047
Diversify Advisory Services
Utah
EAM
2048
Empirical Asset Management
Massachusetts
VIP
2049
Value Investment Professionals
New York
RAS
2050
RPS Advisory Solutions
Kentucky