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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
OPWM
2051
Oxinas Partners Wealth Management
Indiana
CG
2052
Caprock Group
Idaho
TCWM
2053
Total Clarity Wealth Management
Illinois
FWA
2054
FSC Wealth Advisors
New York
MAM
2055
Marquette Asset Management
Minnesota
Balyasny Asset Management
2056
Balyasny Asset Management
Illinois
PA
2057
Planning Alternatives
Michigan
DIA
2058
Dean Investment Associates
Ohio
CAGAS
2059
Capital Advisory Group Advisory Services
Minnesota
TWA
2060
Trace Wealth Advisors
California
LOIM
2061
Liberty One Investment Management
Illinois
GS
2062
GTS Securities
New York
DAS
2063
Diversify Advisory Services
Utah
EAM
2064
Empirical Asset Management
Massachusetts
VIP
2065
Value Investment Professionals
New York
RAS
2066
RPS Advisory Solutions
Kentucky
DS
2067
DRW Securities
Illinois
JSA
2068
Jim Saulnier & Associates
Colorado
HT
2069
Headlands Technologies
Illinois
PCM
2070
Presidio Capital Management
California
EWA
2071
Emergent Wealth Advisors
New York
CPA
2072
Capital Performance Advisors
California
LWM
2073
Liberty Wealth Management
California
LSPW
2074
Lake Street Private Wealth
Illinois
CI
2075
CPR Investments
Michigan