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Schwab US Dividend Equity ETF

2,042 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, 869 increasing their positions, 750 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 funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,9322,042 (+110)

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
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
2026
Measured Wealth Private Client Group
New Hampshire
$2.33K
GG
2027
Gleason Group
Kentucky
$2.32K
TRCT
2028
Tower Research Capital (TRC)
New York
$2.21K
NA
2029
Networth Advisors
Pennsylvania
$2.12K
GWP
2030
Gen-Wealth Partners
Michigan
$2.06K
TFA
2031
Transamerica Financial Advisors
Florida
$1.96K
MWM
2032
Mosley Wealth Management
California
$1.75K
VEA
2033
Virtus ETF Advisers
New York
$1.72K
CCC
2034
Chelsea Counsel Company
California
$1.53K
PWMG
2035
Private Wealth Management Group
New Jersey
$1.37K
BHWM
2036
Bay Harbor Wealth Management
Maryland
$1.22K
UIA
2037
Ulland Investment Advisors
Minnesota
$1K
TC
2038
Truvestments Capital
Florida
$920
NRC
2039
New Republic Capital
North Carolina
$828
FS
2040
Financially Speaking
Colorado
$338
WAG
2041
Wilkerson Advisory Group
Missouri
$184
IRAG
2042
Investment Research & Advisory Group
Georgia
$158
YAL
2043
Your Advocates Ltd
Texas
$124
EAM
2044
Eukles Asset Management
Ohio
$61
OCWP
2045
Owl Creek Wealth Partners
Colorado
$4
ACM
2046
Argent Capital Management
Missouri
HF
2047
HRT Financial
New York
EFS
2048
Econ Financial Services
Pennsylvania
GIM
2049
Guild Investment Management
California
JWCA
2050
J.W. Cole Advisors
Florida