SCHD icon

Schwab US Dividend Equity ETF

2,019 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, 859 increasing their positions, 741 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: 1,9242,019 (+95)

1% less call options, than puts

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

1.11% less ownership

Funds ownership: 30.77%29.66% (-1.1%)

Holders
2,019
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
241
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
TFG
951
Tull Financial Group
Virginia
$1.47M
RCWM
952
Royal Capital Wealth Management
Indiana
$1.46M
OCM
953
One Capital Management
California
$1.46M
SMWM
954
Silvia McColl Wealth Management
California
$1.46M
AP
955
Advisortrust Partners
North Carolina
$1.45M
SWP
956
Summit Wealth Partners
Florida
$1.45M
FLPIM
957
F.L. Putnam Investment Management
Massachusetts
$1.45M
WAL
958
W Advisors LLC
Tennessee
$1.44M
OCA
959
OpenArc Corporate Advisory
Georgia
$1.44M
TCM
960
TruNorth Capital Management
Michigan
$1.44M
TCM
961
TD Capital Management
Tennessee
$1.43M
VNT
962
Vanguard National Trust
Pennsylvania
$1.43M
JWM
963
Jupiter Wealth Management
Colorado
$1.43M
CAM
964
Costello Asset Management
Pennsylvania
$1.43M
EFG
965
Ehrlich Financial Group
California
$1.43M
IWS
966
Intentional Wealth Strategies
Colorado
$1.42M
HTC
967
Haverford Trust Company
Pennsylvania
$1.42M
WTA
968
Washington Trust Advisors
Massachusetts
$1.42M
WCM
969
WealthBridge Capital Management
Ohio
$1.4M
MSWM
970
McGlone Suttner Wealth Management
Wisconsin
$1.4M
DI
971
Disciplined Investors
Texas
$1.4M
CCM
972
Canal Capital Management
Virginia
$1.39M
FNBTCON
973
First National Bank & Trust Co of Newtown
Pennsylvania
$1.39M
SWP
974
Sagespring Wealth Partners
Tennessee
$1.39M
PFS
975
Prospect Financial Services
New York
$1.39M