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
CMAI
1226
Capital Management Associates Inc
Minnesota
$745K
TCOT
1227
Trust Company of Toledo
Ohio
$745K
SA
1228
Stewardship Advisors
Pennsylvania
$745K
AFO
1229
Allie Family Office
Florida
$742K
STA
1230
Summit Trail Advisors
New York
$739K
GWM
1231
Greenhouse Wealth Management
Connecticut
$734K
SAM
1232
SP Asset Management
California
$734K
FPWM
1233
FSB Premier Wealth Management
Iowa
$730K
LF
1234
LifePlan Financial
Minnesota
$729K
Federated Hermes
1235
Federated Hermes
Pennsylvania
$727K
CRI
1236
Commonwealth Retirement Investments
Virginia
$725K
JFG
1237
Jefferies Financial Group
New York
$724K
VAI
1238
Vanguard Advisers Inc
Pennsylvania
$723K
Russell Investments Group
1239
Russell Investments Group
United Kingdom
$722K
WTC
1240
WhitTier Trust Company
Nevada
$721K
MHR
1241
Matthew Hamilton Rosenberg
$719K
WWC
1242
Waypoint Wealth Counsel
Georgia
$717K
PMSA
1243
Patrick M. Sweeney & Associates
Illinois
$717K
SW
1244
SVB Wealth
Massachusetts
$715K
OWP
1245
Obermeyer Wealth Partners
Colorado
$713K
MW
1246
Merited Wealth
Florida
$713K
WOSD
1247
WFA of San Diego
California
$707K
BAM
1248
Berkshire Asset Management
Pennsylvania
$707K
KWS
1249
Keystone Wealth Services
California
$707K
DWA
1250
Delap Wealth Advisory
Oregon
$704K