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
B
2001
Birchbrook
Maine
$7.69K
MDA
2002
Minot DeBlois Advisors
Massachusetts
$7.67K
FMP
2003
Financial Management Professionals
Texas
$6.9K
WPWM
2004
Western Pacific Wealth Management
Illinois
$6.77K
OCM
2005
Osbon Capital Management
Massachusetts
$6.54K
CCMI
2006
Creative Capital Management Investments
California
$6.17K
CNBTD
2007
Citizens National Bank Trust Department
Mississippi
$5.52K
LFA
2008
Longview Financial Advisors
Alabama
$5.47K
WAS
2009
Winch Advisory Services
Wisconsin
$5.36K
GCM
2010
Gables Capital Management
Florida
$5.34K
WBC
2011
West Branch Capital
Massachusetts
$4.97K
CJ
2012
Caitlin John
Michigan
$4.82K
KA
2013
Kozak & Associates
Colorado
$4.76K
ACM
2014
Anfield Capital Management
California
$4.63K
SFAM
2015
Sawyer Falduto Asset Management
Illinois
$4.6K
UFPG
2016
United Financial Planning Group
New York
$4.57K
DWA
2017
Delos Wealth Advisors
Texas
$4.08K
CTA
2018
Colonial Trust Advisors
South Carolina
$3.99K
SN
2019
Sittner & Nelson
Oregon
$3.87K
GPI
2020
General Partner Inc
Pennsylvania
$3.68K
CCM
2021
Chilton Capital Management
Texas
$3.07K
SVCP
2022
Silicon Valley Capital Partners
California
$3.07K
CPBTD
2023
Central Pacific Bank - Trust Division
Hawaii
$2.82K
AIS
2024
Advocate Investing Services
Maryland
$2.57K
FNWA
2025
Financial Network Wealth Advisors
Utah
$2.39K