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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
AWA
201
Arkadios Wealth Advisors
Georgia
$17.5M
HAIM
202
Hunter Associates Investment Management
Pennsylvania
$17.5M
OFG
203
Opulen Financial Group
Virginia
$17.4M
AOWM
204
Asset One Wealth Management
Washington
$17.2M
SIM
205
Sims Investment Management
Ohio
$17.1M
FWM
206
Foguth Wealth Management
Michigan
$17.1M
SCI
207
Silver Coast Investments
United States
$16.5M
MAM
208
Madison Asset Management
Wisconsin
$16.4M
MFA
209
Mayflower Financial Advisors
Massachusetts
$16.3M
P
210
&Partners
Tennessee
$16.2M
SWGC
211
Summit Wealth Group (Colorado)
Colorado
$16.1M
SVWAG
212
Sound View Wealth Advisors Group
Georgia
$16M
SC
213
Scotia Capital
Ontario, Canada
$15.9M
SF
214
Summit Financial
New Jersey
$15.9M
FGG
215
Financial Guidance Group
Florida
$15.8M
CAAS
216
Capital Asset Advisory Services
Michigan
$15.6M
CFMC
217
Curbstone Financial Management Corp
New Hampshire
$15.5M
WIC
218
Whitegate Investment Counselors
New Hampshire
$15.3M
CKAIS
219
Christensen King & Associates Investment Services
Washington
$15.3M
GA
220
GSG Advisors
New Jersey
$15.1M
ICM
221
Islay Capital Management
Texas
$15M
EWA
222
EP Wealth Advisors
California
$15M
NRI
223
NFP Retirement Inc
California
$14.9M
MCM
224
Mendel Capital Management
Arkansas
$14.9M
PD
225
Planning Directions
Pennsylvania
$14.9M