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Schwab US Dividend Equity ETF

2,016 hedge funds and large institutions have $24.7B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 858 increasing their positions, 739 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 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: $ → $

5% more funds holding

Funds holding: 1,9232,016 (+93)

1% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

1.18% less ownership

Funds ownership: 30.77%29.59% (-1.2%)

Holders
2,016
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
240
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
AOWM
201
Asset One Wealth Management
Washington
$17.2M
SIM
202
Sims Investment Management
Ohio
$17.1M
SCI
203
Silver Coast Investments
United States
$16.5M
MAM
204
Madison Asset Management
Wisconsin
$16.4M
MFA
205
Mayflower Financial Advisors
Massachusetts
$16.3M
P
206
&Partners
Tennessee
$16.2M
SWGC
207
Summit Wealth Group (Colorado)
Colorado
$16.1M
SVWAG
208
Sound View Wealth Advisors Group
Georgia
$16M
SC
209
Scotia Capital
Ontario, Canada
$15.9M
SF
210
Summit Financial
New Jersey
$15.9M
FGG
211
Financial Guidance Group
Florida
$15.8M
CAAS
212
Capital Asset Advisory Services
Michigan
$15.6M
CFMC
213
Curbstone Financial Management Corp
New Hampshire
$15.5M
WIC
214
Whitegate Investment Counselors
New Hampshire
$15.3M
CKAIS
215
Christensen King & Associates Investment Services
Washington
$15.3M
GA
216
GSG Advisors
New Jersey
$15.1M
ICM
217
Islay Capital Management
Texas
$15M
EWA
218
EP Wealth Advisors
California
$15M
NRI
219
NFP Retirement Inc
California
$14.9M
MCM
220
Mendel Capital Management
Arkansas
$14.9M
PD
221
Planning Directions
Pennsylvania
$14.9M
MFIM
222
Mesirow Financial Investment Management
Illinois
$14.8M
Sumitomo Mitsui Trust Group
223
Sumitomo Mitsui Trust Group
Japan
$14.8M
TFS
224
truNorth Financial Services
Pennsylvania
$14.7M
PCWA
225
Pacific Capital Wealth Advisors
California
$14.7M