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