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Schwab US Dividend Equity ETF

2,043 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, 870 increasing their positions, 749 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 749

16% more funds holding in top 10

Funds holding in top 10: 211245 (+34)

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.84B)

6% more funds holding

Funds holding: 1,9342,043 (+109)

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
2,043
Holders Change
+109
Holders Change %
+5.64%
% of All Funds
25.17%
Holding in Top 10
245
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.11%
% of All Funds
3.02%
New
231
Increased
870
Reduced
749
Closed
80
Calls
$109M
Puts
$111M
Net Calls
-$1.5M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
2076
CPR Investments
Michigan
-$345K -12,576 Closed
SWA
2077
SFMG Wealth Advisors
Texas
-$344K -12,542 Closed
HWMO
2078
Heritage Wealth Management (Ohio)
Ohio
-$338K -12,319 Closed
AWM
2079
Athena Wealth Management
Nevada
-$335K -12,198 Closed
CIM
2080
Cambria Investment Management
California
-$323K -11,767 Closed
FA
2081
FSA Advisors
Michigan
-$322K -11,757 Closed
BHFP
2082
Blom & Howell Financial Planning
California
-$311K -11,343 Closed
TWM
2083
Tanglewood Wealth Management
Texas
-$293K -10,677 Closed
IPA
2084
Investment Planning Advisors
Georgia
-$287K -10,456 Closed
SFP
2085
Strategic Financial Partners
Oregon
-$282K -10,283 Closed
SC
2086
Scholtz & Company
Connecticut
-$277K -10,087 Closed
GAA
2087
Global Assets Advisory
Florida
-$271K -9,864 Closed
FG
2088
Fiduciary Group
Georgia
-$267K -9,716 Closed
VCM
2089
Virtue Capital Management
Tennessee
-$262K -9,464 Closed
FFG
2090
Fortune Financial Group
Florida
-$277K -9,059 Closed
ACM
2091
Avos Capital Management
Washington
-$247K -9,000 Closed
CG
2092
Clifford Group
Massachusetts
-$242K -8,838 Closed
GBWM
2093
Granite Bay Wealth Management
New Hampshire
-$221K -8,043 Closed
DA
2094
Drake & Associates
Wisconsin
-$214K -7,812 Closed
WS
2095
Wilian Securities
Minnesota
-$214K -7,789 Closed
ABTD
2096
Arvest Bank Trust Division
Oklahoma
-$208K -7,580 Closed
QP
2097
Quartz Partners
New York
-$201K -7,325 Closed
OC
2098
Opal Capital
Florida
-$203K -6,461 Closed
CWM
2099
Copia Wealth Management
Oregon
-$111K -4,030 Closed
SSG
2100
Summit Securities Group
New York
-$93.3K -3,400 Closed