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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 %
WF
76
Whelan Financial
California
$42.3M 524,757 -5,636 -1%
PWP
77
Principle Wealth Partners
Connecticut
$42.3M 524,442 +59,194 +13%
SIG
78
Spinnaker Investment Group
California
$41.8M 518,384 +8,327 +2%
LFS
79
Legacy Financial Strategies
Kansas
$41.4M 513,647 +13,551 +3%
SCA
80
Scott Capital Advisors
Oregon
$40.7M 511,249 +15,608 +3%
HWM
81
HB Wealth Management
Georgia
$40.4M 501,549 -11,205 -2%
BFS
82
Burkett Financial Services
South Carolina
$39.9M 495,121 +10,997 +2%
JFA
83
JNBA Financial Advisors
Minnesota
$39.6M 491,361 +24,471 +5%
JWM
84
Janiczek Wealth Management
Colorado
$38.8M 480,603 -3,378 -0.7%
BPA
85
Beacon Pointe Advisors
California
$38.7M 480,558 +19,097 +4%
TLFA
86
True Link Financial Advisors
California
$37.6M 466,355 +43,688 +10%
AWC
87
Adamsbrown Wealth Consultants
Kansas
$37.4M 463,347 +35,829 +8%
DWM
88
Dechtman Wealth Management
Colorado
$37.1M 460,593 -98,999 -18%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$36.9M 458,086 +30,714 +7%
CWM
90
Cedar Wealth Management
California
$36.4M 451,956 +31,286 +7%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$35.8M 444,372 +13,673 +3%
SCM
92
Steele Capital Management
Iowa
$35.3M 438,363 +19,744 +5%
AWS
93
Atria Wealth Solutions
New York
$35.2M 436,428 -52,022 -11%
RCM
94
Richardson Capital Management
Wisconsin
$35M 433,465 +433,280 +234,205%
EA
95
Evergreen Advisors
Tennessee
$34.6M 429,265 +7,830 +2%
SFG
96
Sunburst Financial Group
Alabama
$34.2M 427,118 -20,661 -5%
VVP
97
Venture Visionary Partners
Ohio
$33.9M 420,995 +20,816 +5%
FFS
98
Founders Financial Securities
Maryland
$33.7M 417,466 -64,256 -13%
WAM
99
WFA Asset Management
Wisconsin
$33.6M 417,295 -28,555 -6%
Charles Schwab
100
Charles Schwab
California
$33.6M 417,191 -19,330 -4%
2 3
4
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