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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, 870 increasing their positions, 749 reducing their positions, and 80 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: $ → $

6% more funds holding

Funds holding: 1,9332,042 (+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
2,042
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
SWA
2076
SFMG Wealth Advisors
Texas
HWMO
2077
Heritage Wealth Management (Ohio)
Ohio
AWM
2078
Athena Wealth Management
Nevada
CIM
2079
Cambria Investment Management
California
FA
2080
FSA Advisors
Michigan
BHFPI
2081
Blom & Howell Financial Planning, Inc.
California
TWM
2082
Tanglewood Wealth Management
Texas
IPA
2083
Investment Planning Advisors
Georgia
SFP
2084
Strategic Financial Partners
Oregon
SC
2085
Scholtz & Company
Connecticut
GAA
2086
Global Assets Advisory
Florida
FG
2087
Fiduciary Group
Georgia
VCM
2088
Virtue Capital Management
Tennessee
FFG
2089
Fortune Financial Group
Florida
ACM
2090
Avos Capital Management
Washington
CG
2091
Clifford Group
Massachusetts
GBWM
2092
Granite Bay Wealth Management
New Hampshire
DA
2093
Drake & Associates
Wisconsin
WS
2094
Wilian Securities
Minnesota
ABTD
2095
Arvest Bank Trust Division
Oklahoma
QP
2096
Quartz Partners
New York
OC
2097
Opal Capital
Florida
CWM
2098
Copia Wealth Management
Oregon
SSG
2099
Summit Securities Group
New York
WWA
2100
Wealth Watch Advisors
Colorado