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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
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
TWM
2081
Tanglewood Wealth Management
Texas
IPA
2082
Investment Planning Advisors
Georgia
SFP
2083
Strategic Financial Partners
Oregon
SC
2084
Scholtz & Company
Connecticut
GAA
2085
Global Assets Advisory
Florida
FG
2086
Fiduciary Group
Georgia
VCM
2087
Virtue Capital Management
Tennessee
FFG
2088
Fortune Financial Group
Florida
ACM
2089
Avos Capital Management
Washington
CG
2090
Clifford Group
Massachusetts
GBWM
2091
Granite Bay Wealth Management
New Hampshire
DA
2092
Drake & Associates
Wisconsin
WS
2093
Wilian Securities
Minnesota
ABTD
2094
Arvest Bank Trust Division
Oklahoma
QP
2095
Quartz Partners
New York
OC
2096
Opal Capital
Florida
CWM
2097
Copia Wealth Management
Oregon
SSG
2098
Summit Securities Group
New York
WWA
2099
Wealth Watch Advisors
Colorado
OFG
2100
Oxford Financial Group
Indiana