We are live on ! Find out more
SCHD icon

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
SFG
251
Sunburst Financial Group
Alabama
$13.3M
CA
252
Clearstead Advisors
Ohio
$13.3M
AWC
253
Adamsbrown Wealth Consultants
Kansas
$13.2M
SAM
254
Smithbridge Asset Management
Pennsylvania
$13.1M
IFG
255
Independent Financial Group
California
$13.1M
BGAI
256
Bruce G. Allen Investments
Colorado
$13M
PSCM
257
Per Stirling Capital Management
Texas
$13M
RCM
258
Richardson Capital Management
Wisconsin
$12.9M
DWM
259
Dakota Wealth Management
Florida
$12.9M
GCG
260
Gilbert Capital Group
Maine
$12.9M
Koshinski Asset Management
261
Koshinski Asset Management
Illinois
$12.9M
AWM
262
Avior Wealth Management
Nebraska
$12.8M
NFG
263
Nations Financial Group
Iowa
$12.7M
FC
264
Financial Consulate
Maryland
$12.7M
AWA
265
Acorn Wealth Advisors
Michigan
$12.6M
BWA
266
BlueChip Wealth Advisors
Georgia
$12.5M
SEIA
267
Signature Estate & Investment Advisors
California
$12.5M
XF
268
XML Financial
Maryland
$12.4M
MS
269
Monetary Solutions
Ohio
$12.4M
PA
270
Parallel Advisors
California
$12.3M
KWA
271
Kingswood Wealth Advisors
California
$12.3M
Citigroup
272
Citigroup
New York
$12.2M
SOS
273
Silver Oak Securities
Tennessee
$12.2M
KFGG
274
Keystone Financial Group (Georgia)
Georgia
$12M
CWA
275
Canvas Wealth Advisors
Kansas
$11.9M