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
Allspring Global Investments
1401
Allspring Global Investments
North Carolina
$474K
AWS
1402
Aspen Wealth Strategies
Colorado
$473K
MCM
1403
Maple Capital Management
Vermont
$473K
PWPS
1404
Pinnacle Wealth Planning Services
Ohio
$471K
HW
1405
Hancock Whitney
Mississippi
$470K
HCM
1406
Howland Capital Management
Massachusetts
$470K
DWG
1407
Darden Wealth Group
Michigan
$470K
PG
1408
Prostatis Group
Maryland
$469K
RAM
1409
Robinhood Asset Management
California
$468K
PWMG
1410
Pinnacle Wealth Management Group
Michigan
$466K
SHF
1411
Safe Harbor Fiduciary
Florida
$465K
FA
1412
Forefront Analytics
Pennsylvania
$464K
AWMM
1413
Aegis Wealth Management (Maryland)
Maryland
$463K
DWM
1414
DKM Wealth Management
California
$462K
1832 Asset Management
1415
1832 Asset Management
Ontario, Canada
$461K
SPA
1416
Sentinel Pension Advisors
Massachusetts
$461K
CCG
1417
Cypress Capital Group
Florida
$460K
FFO
1418
Fiduciary Family Office
Florida
$460K
CWL
1419
Causey Wealth LLC
Colorado
$459K
BTI
1420
Blue Trust Inc
Georgia
$459K
PCM
1421
Parsons Capital Management
Rhode Island
$459K
SIC
1422
Sage Investment Counsel
Tennessee
$459K
TF
1423
Tenon Financial
New Jersey
$457K
DP
1424
DDD Partners
Washington
$454K
GA
1425
Greenspring Advisors
Maryland
$453K