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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
OFG
2101
Oxford Financial Group
Indiana
VWM
2102
Valley Wealth Managers
New Jersey
CAIM
2103
Catherine Avery Investment Management
Florida
DEM
2104
Disciplined Equity Management
Florida
CFS
2105
Compass Financial Services
Iowa
EPG
2106
Estate Planners Group
Pennsylvania
MPW
2107
MASECO Private Wealth
VWWMG
2108
Vermillion & White Wealth Management Group
Pennsylvania
ICCON
2109
Investment Counsel Company of Nevada
Nevada
TPBG
2110
Turning Point Benefit Group
Maryland
AF
2111
Alerus Financial
North Dakota
HFS
2112
Horizon Financial Services
North Carolina
EW
2113
Elyxium Wealth
California
GAMC
2114
Garner Asset Management Corp
Texas
QA
2115
Quattro Advisors
Pennsylvania
FIA
2116
FNY Investment Advisers
New York
RG
2117
RHL Group
Michigan
NWM
2118
Nova Wealth Management
Florida
TFM
2119
TFC Financial Management
Massachusetts
ETC
2120
Exchange Traded Concepts
Oklahoma
EP
2121
Essential Partners
California
RFA
2122
Reyes Financial Architecture
California
IWM
2123
Inlight Wealth Management
Georgia
HB
2124
Horizon Bancorp
Indiana
EWA
2125
EQ Wealth Advisors
Texas