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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,554 hedge funds and large institutions have $21.4B invested in Schwab US Dividend Equity ETF in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 727 increasing their positions, 533 reducing their positions, and 81 closing their positions.

Holders
1,554
Holders Change
+40
Holders Change %
+2.64%
% of All Funds
22.53%
Holding in Top 10
231
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.71%
% of All Funds
3.35%
New
143
Increased
727
Reduced
533
Closed
81
Calls
$154M
Puts
$54M
Net Calls
+$100M
Net Calls Change
+$22.8M

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$471M
2
CSTB
2
Charles Schwab Trust Bank
Nevada
$147M
3
CAM
3
Cresset Asset Management
Illinois
$147M
4
D
4
Diversified
Delaware
$91M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$170M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$737M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
MFG
3
Merit Financial Group
Georgia
$53.6M
4
Ameriprise
4
Ameriprise
Minnesota
$541M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
IIC
226
Integrated Investment Consultants
Michigan
$14.5M 179,512 -3,837 -2%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$14.4M 180,146 +1,606 +0.9%
Prudential Financial
228
Prudential Financial
New Jersey
$14.3M 177,006 -1,530 -0.9%
Citigroup
229
Citigroup
New York
$14.2M 175,795 +57,443 +49%
MWA
230
MFA Wealth Advisors
Pennsylvania
$14.1M 174,818 -224 -0.1%
MCM
231
Mendel Capital Management
Arkansas
$14M 174,059 +2,216 +1%
KMWM
232
Keudell/Morrison Wealth Management
Oregon
$14M 173,990 +15,643 +10%
SCP
233
Shorepoint Capital Partners
Massachusetts
$14M 173,894 -335 -0.2%
CAP
234
Columbia Advisory Partners
Washington
$14M 173,866 -7,079 -4%
KPWS
235
Kestra Private Wealth Services
Texas
$13.9M 172,529 +17,987 +12%
MIA
236
Milestone Investment Advisors
Wisconsin
$13.9M 172,196 -47,546 -22%
Goldman Sachs
237
Goldman Sachs
New York
$13.9M 172,152 +5,383 +3%
RCA
238
Reitz Capital Advisors
Michigan
$13.6M 178,805 – –
SCA
239
Snowden Capital Advisors
New York
$13.5M 167,825 -28,442 -14%
IWM
240
IHT Wealth Management
Illinois
$13.5M 167,015 -2,581 -2%
SHFP
241
Second Half Financial Partners
Florida
$13.5M 166,999 +3,456 +2%
IA
242
IFP Advisors
Florida
$13.5M 166,974 +51,836 +45%
Bank of New York Mellon
243
Bank of New York Mellon
New York
$13.4M 166,480 +23,222 +16%
CT
244
Cambridge Trust
Massachusetts
$13.4M 166,142 -4,389 -3%
CBFP
245
Cedar Brook Financial Partners
Ohio
$13.3M 164,789 +4,896 +3%
PS
246
Principal Securities
Iowa
$13.3M 164,453 +33,941 +26%
FNC
247
First National Corp
Massachusetts
$13.2M 173,889 -640 -0.4%
IAS
248
Investment Advisory Services
Texas
$12.8M 158,433 -154 -0.1%
LWL
249
Leo Wealth LLC
Texas
$12.7M 158,833 +11,036 +7%
AWA
250
Acorn Wealth Advisors
Michigan
$12.7M 157,710 +82 +0.1%
8 9
10
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