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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
DS
2051
DRW Securities
Illinois
JSA
2052
Jim Saulnier & Associates
Colorado
HT
2053
Headlands Technologies
Illinois
PCM
2054
Presidio Capital Management
California
EWA
2055
Emergent Wealth Advisors
New York
CPA
2056
Capital Performance Advisors
California
LWM
2057
Liberty Wealth Management
California
LSPW
2058
Lake Street Private Wealth
Illinois
CI
2059
CPR Investments
Michigan
SWA
2060
SFMG Wealth Advisors
Texas
HWMO
2061
Heritage Wealth Management (Ohio)
Ohio
AWM
2062
Athena Wealth Management
Nevada
CIM
2063
Cambria Investment Management
California
FA
2064
FSA Advisors
Michigan
TWM
2065
Tanglewood Wealth Management
Texas
IPA
2066
Investment Planning Advisors
Georgia
SFP
2067
Strategic Financial Partners
Oregon
SC
2068
Scholtz & Company
Connecticut
GAA
2069
Global Assets Advisory
Florida
FG
2070
Fiduciary Group
Georgia
VCM
2071
Virtue Capital Management
Tennessee
FFG
2072
Fortune Financial Group
Florida
ACM
2073
Avos Capital Management
Washington
CG
2074
Clifford Group
Massachusetts
GBWM
2075
Granite Bay Wealth Management
New Hampshire