We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

2,043 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, 870 increasing their positions, 749 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 749

16% more funds holding in top 10

Funds holding in top 10: 211245 (+34)

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.84B)

6% more funds holding

Funds holding: 1,9342,043 (+109)

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
2,043
Holders Change
+109
Holders Change %
+5.64%
% of All Funds
25.17%
Holding in Top 10
245
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.11%
% of All Funds
3.02%
New
231
Increased
870
Reduced
749
Closed
80
Calls
$109M
Puts
$111M
Net Calls
-$1.5M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
2051
J.W. Cole Advisors
Florida
-$3.8M -159,928 Closed
OPWM
2052
Oxinas Partners Wealth Management
Indiana
-$4.32M -157,483 Closed
CG
2053
Caprock Group
Idaho
-$3.89M -141,922 Closed
TCWM
2054
Total Clarity Wealth Management
Illinois
-$3.34M -121,869 Closed
FWA
2055
FSC Wealth Advisors
New York
-$3.18M -116,031 Closed
MAM
2056
Marquette Asset Management
Minnesota
-$1.98M -72,295 Closed
Balyasny Asset Management
2057
Balyasny Asset Management
Illinois
-$1.92M -69,910 Closed
PA
2058
Planning Alternatives
Michigan
-$1.69M -61,540 Closed
DIA
2059
Dean Investment Associates
Ohio
-$1.67M -60,768 Closed
CAGAS
2060
Capital Advisory Group Advisory Services
Minnesota
-$1.39M -50,840 Closed
TWA
2061
Trace Wealth Advisors
California
-$1.29M -46,912 Closed
LOIM
2062
Liberty One Investment Management
Illinois
-$1.24M -45,300 Closed
GS
2063
GTS Securities
New York
-$1.21M -44,200 Closed
DAS
2064
Diversify Advisory Services
Utah
-$1.26M -43,565 Closed
EAM
2065
Empirical Asset Management
Massachusetts
-$157K -28,394 Closed
VIP
2066
Value Investment Professionals
New York
-$632K -23,045 Closed
RAS
2067
RPS Advisory Solutions
Kentucky
-$612K -22,320 Closed
DS
2068
DRW Securities
Illinois
-$555K -20,242 Closed
JSA
2069
Jim Saulnier & Associates
Colorado
-$503K -18,349 Closed
HT
2070
Headlands Technologies
Illinois
-$471K -17,184 Closed
PCM
2071
Presidio Capital Management
California
-$458K -16,708 Closed
EWA
2072
Emergent Wealth Advisors
New York
-$427K -15,562 Closed
CPA
2073
Capital Performance Advisors
California
-$407K -14,843 Closed
LWM
2074
Liberty Wealth Management
California
-$387K -14,119 Closed
LSPW
2075
Lake Street Private Wealth
Illinois
-$348K -12,686 Closed