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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
HWMO
2051
Heritage Wealth Management (Ohio)
Ohio
AWM
2052
Athena Wealth Management
Nevada
CIM
2053
Cambria Investment Management
California
FA
2054
FSA Advisors
Michigan
TWM
2055
Tanglewood Wealth Management
Texas
IPA
2056
Investment Planning Advisors
Georgia
SFP
2057
Strategic Financial Partners
Oregon
SC
2058
Scholtz & Company
Connecticut
GAA
2059
Global Assets Advisory
Florida
FG
2060
Fiduciary Group
Georgia
VCM
2061
Virtue Capital Management
Tennessee
FFG
2062
Fortune Financial Group
Florida
ACM
2063
Avos Capital Management
Washington
CG
2064
Clifford Group
Massachusetts
GBWM
2065
Granite Bay Wealth Management
New Hampshire
DA
2066
Drake & Associates
Wisconsin
WS
2067
Wilian Securities
Minnesota
ABTD
2068
Arvest Bank Trust Division
Oklahoma
QP
2069
Quartz Partners
New York
OC
2070
Opal Capital
Florida
CWM
2071
Copia Wealth Management
Oregon
SSG
2072
Summit Securities Group
New York
WWA
2073
Wealth Watch Advisors
Colorado
OFG
2074
Oxford Financial Group
Indiana
VWM
2075
Valley Wealth Managers
New Jersey