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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 %
BF
101
BOK Financial
Oklahoma
$33.4M 417,347 -322,764 -44%
EH
102
Equitable Holdings
New York
$32.5M 403,635 +51,860 +15%
CPG
103
Cornerstone Planning Group
New Jersey
$32.1M 412,214 +27,192 +7%
VFG
104
Victory Financial Group
Texas
$31.8M 393,978 +89,476 +29%
NA
105
NewEdge Advisors
Louisiana
$31.7M 392,582 +33,419 +9%
WA
106
Waverly Advisors
Alabama
$31.5M 390,653 +290,792 +291%
TA
107
TruWealth Advisors
Louisiana
$31.3M 388,502 +7,438 +2%
LS
108
Leelyn Smith
Illinois
$31.3M 388,289 +13,139 +4%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$31.3M 387,874 -39,989 -9%
SCI
110
Silver Coast Investments
United States
$31.2M 387,268 +12,690 +3%
SPC
111
Sigma Planning Corp
Michigan
$30.8M 381,547 +221,548 +138%
VDI
112
Vaughan David Investments
Illinois
$30.3M 376,344 +7,005 +2%
RW
113
Regimen Wealth
Georgia
$29.2M 362,582 +6,778 +2%
HCM
114
Hengehold Capital Management
Ohio
$28.8M 357,092 +2,044 +0.6%
NFG
115
Nadler Financial Group
Illinois
$28.8M 356,803 -5,674 -2%
NRI
116
NFP Retirement Inc
California
$28.7M 356,481 -35,728 -9%
HI
117
Hudock Inc
Pennsylvania
$28.7M 355,623 +11,222 +3%
LPAM
118
Lodestar Private Asset Management
California
$28.6M 354,757 +9,018 +3%
NQWM
119
Northwest Quadrant Wealth Management
Oregon
$28.6M 354,149 +19,326 +6%
NFW
120
Noble Family Wealth
Florida
$28M 347,666 +9,322 +3%
AFA
121
American Financial Advisors
Georgia
$27.8M 345,125 +7,091 +2%
AAS
122
Asset Allocation Strategies
Michigan
$27.6M 342,631 +8,973 +3%
IWC
123
Integrated Wealth Concepts
Massachusetts
$27.5M 341,363 -18,686 -5%
HI
124
Horizon Investments
North Carolina
$27.1M 336,298 -57,766 -15%
PD
125
Planning Directions
Pennsylvania
$27M 334,648 +26,313 +9%
3 4
5
6 7