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
SWASL
426
Spartan Wealth Advisory Services LLC
Michigan
$7.21M
HNWAG
427
High Net Worth Advisory Group
Florida
$7.17M
UWM
428
USAdvisors Wealth Management
Minnesota
$7.16M
AAP
429
Arax Advisory Partners
Colorado
$7.15M
UWP
430
Uniting Wealth Partners
Kansas
$7.15M
FTWA
431
Fifth Third Wealth Advisors
Ohio
$7.14M
FCM
432
Family Capital Management
Michigan
$7.14M
CL
433
CVFG LLC
Indiana
$7.07M
PAS
434
Park Avenue Securities
New York
$7.07M
FIC
435
Family Investment Center
Missouri
$7.07M
BAH
436
Beacon Advisors Holdings
Texas
$7.06M
TIA
437
Traphagen Investment Advisors
New Jersey
$7.05M
ACG
438
Allen Capital Group
Nebraska
$7.01M
CA
439
Continuum Advisory
Idaho
$6.97M
DBFM
440
Dickmeyer Boyce Financial Management
Indiana
$6.96M
TYCC
441
Texas Yale Capital Corp
Florida
$6.88M
BWM
442
BCS Wealth Management
Tennessee
$6.87M
SCM
443
Spreng Capital Management
Ohio
$6.8M
GB
444
Goepper Burkhardt
South Carolina
$6.79M
CCA
445
Cypress Capital Advisors
Tennessee
$6.77M
AAA
446
Adams Asset Advisors
Texas
$6.75M
TWA
447
Talisman Wealth Advisors
New Jersey
$6.73M
PRS
448
Pinkerton Retirement Specialists
Idaho
$6.72M
GSIS
449
Global Strategic Investment Solutions
Arizona
$6.71M
BSSFA
450
Baron Silver Stevens Financial Advisors
Florida
$6.65M