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
BWP
1151
Bernardo Wealth Planning
Pennsylvania
$842K
CWA
1152
Crusonia Wealth Advisors
Colorado
$840K
CCA
1153
Cadent Capital Advisors
Oklahoma
$834K
SAM
1154
Sawgrass Asset Management
Florida
$832K
CCA
1155
Carrera Capital Advisors
Michigan
$832K
CA
1156
CGN Advisors
Kansas
$832K
FRA
1157
Front Row Advisors
California
$828K
HR
1158
Howe & Rusling
New York
$828K
SP
1159
Successful Portfolios
Florida
$824K
RWM
1160
Rench Wealth Management
Texas
$822K
CWM
1161
Calamos Wealth Management
Illinois
$822K
Calamos Advisors
1162
Calamos Advisors
Illinois
$822K
MBI
1163
May Barnhard Investments
Maryland
$820K
FPH
1164
Financial Planning Hawaii
Hawaii
$817K
DFG
1165
Demars Financial Group
Washington
$815K
HKIM
1166
Hayek Kallen Investment Management
Alabama
$812K
FB
1167
Fulton Bank
Pennsylvania
$810K
HIC
1168
Holderness Investments Company
North Carolina
$808K
WMWM
1169
Wilkins Miller Wealth Management
Alabama
$807K
PPWM
1170
Perissos Private Wealth Management
Oklahoma
$804K
TBC
1171
Ted Buchan & Co
California
$798K
SWMG
1172
Stillwater Wealth Management Group
Florida
$797K
ECM
1173
Evergreen Capital Management
Washington
$796K
FSA
1174
Fort Sheridan Advisors
Illinois
$793K
WCM
1175
Weik Capital Management
Pennsylvania
$790K