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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
WWA
2101
Wealth Watch Advisors
Colorado
-$91.5K -3,016 Closed
OFG
2102
Oxford Financial Group
Indiana
-$58.6K -2,136 Closed
VWM
2103
Valley Wealth Managers
New Jersey
-$53.6K -1,953 Closed
CAIM
2104
Catherine Avery Investment Management
Florida
-$49.5K -1,806 Closed
DEM
2105
Disciplined Equity Management
Florida
-$48.7K -1,777 Closed
CFS
2106
Compass Financial Services
Iowa
-$47.2K -1,722 Closed
EPG
2107
Estate Planners Group
Pennsylvania
-$44.4K -1,620 Closed
MPW
2108
MASECO Private Wealth
-$43.9K -1,600 Closed
VWWMG
2109
Vermillion & White Wealth Management Group
Pennsylvania
-$41.9K -1,526 Closed
ICCON
2110
Investment Counsel Company of Nevada
Nevada
-$37.5K -1,368 Closed
TPBG
2111
Turning Point Benefit Group
Maryland
-$35.9K -1,307 Closed
AF
2112
Alerus Financial
North Dakota
-$30.9K -1,128 Closed
HFS
2113
Horizon Financial Services
North Carolina
-$27.1K -989 Closed
EW
2114
Elyxium Wealth
California
-$23K -840 Closed
GAMC
2115
Garner Asset Management Corp
Texas
-$20.6K -750 Closed
QA
2116
Quattro Advisors
Pennsylvania
-$15.7K -572 Closed
FIA
2117
FNY Investment Advisers
New York
-$8K -300 Closed
RG
2118
RHL Group
Michigan
-$5.84K -213 Closed
NWM
2119
Nova Wealth Management
Florida
-$5.73K -209 Closed
TFM
2120
TFC Financial Management
Massachusetts
-$4.97K -181 Closed
ETC
2121
Exchange Traded Concepts
Oklahoma
-$3.18K -116 Closed
EP
2122
Essential Partners
California
-$1.97K -72 Closed
RFA
2123
Reyes Financial Architecture
California
-$1.82K -66 Closed
IWM
2124
Inlight Wealth Management
Georgia
-$1.21K -44 Closed
HB
2125
Horizon Bancorp
Indiana
-$1K -40 Closed