SCHD icon

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
BFWA
326
Benchmark Financial Wealth Advisors
Florida
$9.48M
PVAMC
327
PPS&V Asset Management Consultants
Michigan
$9.48M
CFG
328
Citizens Financial Group
Rhode Island
$9.47M
PF
329
Penney Financial
Texas
$9.46M
DE
330
Diversified Enterprises
Delaware
$9.36M
AWM
331
AE Wealth Management
Kansas
$9.36M
MS
332
Madden Securities
Texas
$9.33M
AFG
333
Atomi Financial Group
New York
$9.28M
CPWL
334
Coquina Private Wealth LLC
Florida
$9.26M
SCFS
335
Stewardship Concepts Financial Services
Washington
$9.24M
LSWP
336
Liberty Square Wealth Partners
Pennsylvania
$9.11M
LW
337
Livet Wealth
Utah
$9.11M
OWM
338
Orgel Wealth Management
Wisconsin
$9.09M
SFMG
339
Sage Financial Management Group
Virginia
$9.08M
KC
340
Karras Company
Utah
$9.07M
AC
341
Avant Capital
Louisiana
$9.02M
RF
342
Robbins Farley
New Hampshire
$8.99M
NL
343
Navalign LLC
California
$8.91M
PAI
344
Pittenger & Anderson Inc
Nebraska
$8.87M
BAM
345
Belpointe Asset Management
Nevada
$8.85M
CAG
346
Curtis Advisory Group
California
$8.76M
VNA
347
Valley National Advisers
Pennsylvania
$8.66M
LSIA
348
LaSalle St. Investment Advisors
Illinois
$8.65M
NSIM
349
North Star Investment Management
Illinois
$8.65M
USCWA
350
U.S. Capital Wealth Advisors
Texas
$8.61M