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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
CG
2026
Caprock Group
Idaho
TCWM
2027
Total Clarity Wealth Management
Illinois
FWA
2028
FSC Wealth Advisors
New York
MAM
2029
Marquette Asset Management
Minnesota
Balyasny Asset Management
2030
Balyasny Asset Management
Illinois
PA
2031
Planning Alternatives
Michigan
DIA
2032
Dean Investment Associates
Ohio
CAGAS
2033
Capital Advisory Group Advisory Services
Minnesota
TWA
2034
Trace Wealth Advisors
California
LOIM
2035
Liberty One Investment Management
Illinois
GS
2036
GTS Securities
New York
DAS
2037
Diversify Advisory Services
Utah
EAM
2038
Empirical Asset Management
Massachusetts
VIP
2039
Value Investment Professionals
New York
RAS
2040
RPS Advisory Solutions
Kentucky
DS
2041
DRW Securities
Illinois
JSA
2042
Jim Saulnier & Associates
Colorado
HT
2043
Headlands Technologies
Illinois
PCM
2044
Presidio Capital Management
California
EWA
2045
Emergent Wealth Advisors
New York
CPA
2046
Capital Performance Advisors
California
LWM
2047
Liberty Wealth Management
California
LSPW
2048
Lake Street Private Wealth
Illinois
CI
2049
CPR Investments
Michigan
SWA
2050
SFMG Wealth Advisors
Texas