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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
DA
2076
Drake & Associates
Wisconsin
WS
2077
Wilian Securities
Minnesota
ABTD
2078
Arvest Bank Trust Division
Oklahoma
QP
2079
Quartz Partners
New York
OC
2080
Opal Capital
Florida
CWM
2081
Copia Wealth Management
Oregon
SSG
2082
Summit Securities Group
New York
WWA
2083
Wealth Watch Advisors
Colorado
OFG
2084
Oxford Financial Group
Indiana
VWM
2085
Valley Wealth Managers
New Jersey
CAIM
2086
Catherine Avery Investment Management
Florida
DEM
2087
Disciplined Equity Management
Florida
CFS
2088
Compass Financial Services
Iowa
EPG
2089
Estate Planners Group
Pennsylvania
MPW
2090
MASECO Private Wealth
VWWMG
2091
Vermillion & White Wealth Management Group
Pennsylvania
ICCON
2092
Investment Counsel Company of Nevada
Nevada
TPBG
2093
Turning Point Benefit Group
Maryland
AF
2094
Alerus Financial
North Dakota
HFS
2095
Horizon Financial Services
North Carolina
EW
2096
Elyxium Wealth
California
GAMC
2097
Garner Asset Management Corp
Texas
QA
2098
Quattro Advisors
Pennsylvania
FIA
2099
FNY Investment Advisers
New York
RG
2100
RHL Group
Michigan