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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 %
CAN
51
Cetera Advisor Networks
California
$70.7M 877,328 +223,417 +34%
AAS
52
Ameritas Advisory Services
Nebraska
$69.8M 878,746 +306,129 +53%
S
53
Syntrinsic
Colorado
$68.1M 844,679 +14,115 +2%
VA
54
Valmark Advisers
Ohio
$66.3M 821,820 +54,245 +7%
BFG
55
Bouchey Financial Group
New York
$65.6M 813,668 +48,756 +6%
CA
56
Cetera Advisors
Colorado
$65.1M 806,990 +270,650 +50%
HI
57
Harbour Investments
Wisconsin
$62.1M 770,035 +43,481 +6%
CFO
58
CVA Family Office
Colorado
$59.8M 741,560 +11,116 +2%
BFG
59
Berger Financial Group
Minnesota
$57M 707,217 +326,056 +86%
FT
60
Fiduciary Trust
Massachusetts
$55.6M 689,982 -361,545 -34%
CFS
61
CGC Financial Services
Oregon
$54.8M 680,082 +65,905 +11%
MFG
62
Merit Financial Group
Georgia
$53.6M 687,292 -2,396,243 -78%
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$53.2M 659,370 -16,627 -2%
MAM
64
Marquette Asset Management
Minnesota
$52.8M 655,395 -39,689 -6%
PA
65
Pinnacle Associates
New York
$51.8M 642,890 +7,720 +1%
HFS
66
Howard Financial Services
Texas
$48.6M 602,247 -5,333 -0.9%
SPIA
67
Steward Partners Investment Advisory
New York
$48.2M 597,341 +192,662 +48%
PAG
68
Private Advisor Group
New Jersey
$47.5M 589,179 -36,226 -6%
RWP
69
Reliant Wealth Planning
Kentucky
$47.4M 587,504 +44,234 +8%
SAM
70
Summit Asset Management
Tennessee
$46.9M 581,645 +17,198 +3%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$45.7M 566,186 -28,437 -5%
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$45.5M 564,699 -55,210 -9%
ETS
73
ESL Trust Services
New York
$45.2M 560,526 +80,913 +17%
SFWA
74
Summit Financial Wealth Advisors
Louisiana
$43.4M 538,000 +384,179 +250%
SAM
75
Securian Asset Management
Minnesota
$42.5M 527,000 – –
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