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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 %
CSTB
26
Charles Schwab Trust Bank
Nevada
$147M 1,820,439 +1,820,439 New
CAM
27
Cresset Asset Management
Illinois
$147M 1,817,885 +1,270,080 +232%
CCWM
28
Cassaday & Co Wealth Management
Virginia
$136M 1,688,288 +58,212 +4%
HighTower Advisors
29
HighTower Advisors
Illinois
$133M 1,646,031 -23,273 -1%
MML Investors Services
30
MML Investors Services
Massachusetts
$126M 1,559,736 +47,950 +3%
KFP
31
Keystone Financial Planning
Ohio
$123M 1,525,958 -126,816 -8%
HWA
32
HHM Wealth Advisors
Tennessee
$120M 1,491,662 -3,229 -0.2%
Truist Financial
33
Truist Financial
North Carolina
$115M 1,430,931 +48,869 +4%
Corient Private Wealth
34
Corient Private Wealth
Florida
$114M 1,410,746 -790,677 -36%
KAS
35
Kestra Advisory Services
Texas
$109M 1,347,379 +96,562 +8%
Creative Planning
36
Creative Planning
Kansas
$105M 1,299,709 +43,263 +3%
AAIM
37
Asset Advisors Investment Management
Georgia
$103M 1,280,100 -26,858 -2%
KeyBank National Association
38
KeyBank National Association
Ohio
$103M 1,273,415 -26,393 -2%
CFB
39
Cullen/Frost Bankers
Texas
$102M 1,261,665 +170,137 +16%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$97.8M 1,213,008 -53,428 -4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$95M 1,178,367 +16,261 +1%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$94.8M 1,176,203 -65,779 -5%
LA
43
LVW Advisors
New York
$92.4M 1,146,175 +98,504 +9%
D
44
Diversified
Delaware
$91M 1,128,581 +938,356 +493%
Cerity Partners
45
Cerity Partners
New York
$90.6M 1,124,400 -7,082 -0.6%
CTC
46
Central Trust Company
Missouri
$86.7M 1,074,694 -75,233 -7%
DADC
47
D.A. Davidson & Co
Montana
$84.9M 1,052,552 +22,065 +2%
JSTA
48
Japan Science & Technology Agency
Japan
$78.2M 970,000 – –
FFN
49
Focus Financial Network
Minnesota
$77.4M 1,020,660 -238,126 -19%
Stifel Financial
50
Stifel Financial
Missouri
$70.9M 878,872 -9,684 -1%
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