SCHD icon

Schwab US Dividend Equity ETF

2,016 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, 858 increasing their positions, 739 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: 1,9232,016 (+93)

1% less call options, than puts

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

1.18% less ownership

Funds ownership: 30.77%29.59% (-1.2%)

Holders
2,016
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
240
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
CAIM
2076
Catherine Avery Investment Management
Florida
DEM
2077
Disciplined Equity Management
Florida
CFS
2078
Compass Financial Services
Iowa
EPG
2079
Estate Planners Group
Pennsylvania
MPW
2080
MASECO Private Wealth
VWWMG
2081
Vermillion & White Wealth Management Group
Pennsylvania
ICCON
2082
Investment Counsel Company of Nevada
Nevada
TPBG
2083
Turning Point Benefit Group
Maryland
AF
2084
Alerus Financial
North Dakota
HFS
2085
Horizon Financial Services
North Carolina
EW
2086
Elyxium Wealth
California
GAMC
2087
Garner Asset Management Corp
Texas
QA
2088
Quattro Advisors
Pennsylvania
FIA
2089
FNY Investment Advisers
New York
RG
2090
RHL Group
Michigan
NWM
2091
Nova Wealth Management
Florida
TFM
2092
TFC Financial Management
Massachusetts
ETC
2093
Exchange Traded Concepts
Oklahoma
EPL
2094
Essential Partners LLC
California
RFA
2095
Reyes Financial Architecture
California
IWM
2096
Inlight Wealth Management
Georgia
HB
2097
Horizon Bancorp
Indiana
EWA
2098
EQ Wealth Advisors
Texas