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
MW
1251
Members Wealth
Pennsylvania
$682K
EPI
1252
Eddie Patel Inc
Illinois
$681K
GSWM
1253
Golden State Wealth Management
California
$680K
CP
1254
Capital Planning
Washington
$680K
SWRP
1255
Summit Wealth & Retirement Planning
California
$679K
OFS
1256
OMC Financial Services
New York
$678K
KHCM
1257
Kirtland Hills Capital Management
Ohio
$677K
JRPIM
1258
Journey Retirement Planning & Investment Management
Idaho
$674K
FW
1259
Fairway Wealth
Ohio
$674K
IWP
1260
Integrity Wealth Partners
California
$669K
MG
1261
Mather Group
Illinois
$668K
ESB
1262
Essex Savings Bank
Connecticut
$666K
BWP
1263
BSW Wealth Partners
Colorado
$664K
MCCP
1264
Mission Creek Capital Partners
California
$662K
AF
1265
Aldebaran Financial
$660K
MCP
1266
Martin Capital Partners
Oregon
$659K
GT
1267
Glenmede Trust
Pennsylvania
$657K
VV
1268
Verity & Verity
South Carolina
$656K
GAM
1269
Gemmer Asset Management
California
$654K
SL
1270
Salomon & Ludwin
Virginia
$651K
RFC
1271
Regions Financial Corp
Alabama
$649K
BCWM
1272
Bartlett & Co Wealth Management
Ohio
$648K
CFG
1273
Clayton Financial Group
Missouri
$644K
T
1274
Tidemark
California
$644K
SF
1275
Steffes Financial
Kansas
$643K