SCHD icon

Schwab US Dividend Equity ETF

2,026 hedge funds and large institutions have $24.8B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 863 increasing their positions, 744 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: 1,9262,026 (+100)

1% less call options, than puts

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

1.08% less ownership

Funds ownership: 30.77%29.69% (-1.1%)

Holders
2,026
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
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
UFPG
2001
United Financial Planning Group
New York
$4.57K
DWA
2002
Delos Wealth Advisors
Texas
$4.08K
CTA
2003
Colonial Trust Advisors
South Carolina
$3.99K
SN
2004
Sittner & Nelson
Oregon
$3.87K
GPI
2005
General Partner Inc
Pennsylvania
$3.68K
CCM
2006
Chilton Capital Management
Texas
$3.07K
SVCP
2007
Silicon Valley Capital Partners
California
$3.07K
CPBTD
2008
Central Pacific Bank - Trust Division
Hawaii
$2.82K
AIS
2009
Advocate Investing Services
Maryland
$2.57K
FNWA
2010
Financial Network Wealth Advisors
Utah
$2.39K
MWPCG
2011
Measured Wealth Private Client Group
New Hampshire
$2.33K
GG
2012
Gleason Group
Kentucky
$2.32K
TRCT
2013
Tower Research Capital (TRC)
New York
$2.21K
NA
2014
Networth Advisors
Pennsylvania
$2.12K
GWP
2015
Gen-Wealth Partners
Michigan
$2.06K
TFA
2016
Transamerica Financial Advisors
Florida
$1.96K
MWM
2017
Mosley Wealth Management
California
$1.75K
VEA
2018
Virtus ETF Advisers
New York
$1.72K
PWMG
2019
Private Wealth Management Group
New Jersey
$1.37K
BHWM
2020
Bay Harbor Wealth Management
Maryland
$1.22K
UIA
2021
Ulland Investment Advisors
Minnesota
$1K
TC
2022
Truvestments Capital
Florida
$920
NRC
2023
New Republic Capital
North Carolina
$828
FS
2024
Financially Speaking
Colorado
$338
WAG
2025
Wilkerson Advisory Group
Missouri
$184