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
SMH
851
Sanders Morris Harris
Texas
$1.97M
CFG
852
Chapman Financial Group
Hawaii
$1.96M
GWMR
853
GC Wealth Management RIA
Massachusetts
$1.96M
APA
854
Astoria Portfolio Advisors
New York
$1.95M
CPA
855
Cathy Pareto & Associates
Florida
$1.95M
CAMV
856
Concord Asset Management (Virginia)
Virginia
$1.95M
EFG
857
Embree Financial Group
Illinois
$1.93M
NGA
858
Naples Global Advisors
Florida
$1.92M
EWA
859
Elevate Wealth Advisory
Georgia
$1.92M
TFA
860
Teamwork Financial Advisors
Texas
$1.92M
TAFW
861
Tred Avon Family Wealth
Maryland
$1.91M
Tudor Investment Corp
862
Tudor Investment Corp
Connecticut
$1.91M
SLWA
863
San Luis Wealth Advisors
California
$1.89M
MMHP
864
Murphy Middleton Hinkle & Parker
Georgia
$1.89M
GS
865
GWN Securities
Florida
$1.88M
BFPW
866
BOK Financial Private Wealth
Colorado
$1.88M
JIC
867
Joel Isaacson & Co
New York
$1.87M
MPCL
868
My Personal CFO LLC
Washington
$1.86M
APIM
869
Agate Pass Investment Management
Washington
$1.85M
PA
870
Probity Advisors
Texas
$1.85M
IC
871
Inscription Capital
Texas
$1.85M
BWM
872
BCGM Wealth Management
Indiana
$1.84M
WC
873
Wolfstich Capital
Massachusetts
$1.83M
WEG
874
World Equity Group
Illinois
$1.83M
BFG
875
Bleakley Financial Group
New Jersey
$1.82M