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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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$26.8M 332,314 +12,086 +4%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$26.6M 329,409 +2,113 +0.6%
SA
128
SRH Advisors
Kansas
$26.5M 329,045 +52,400 +19%
AFP
129
Ausdal Financial Partners
Iowa
$26.3M 326,754 +22,043 +7%
TWM
130
Tradition Wealth Management
Minnesota
$26.2M 324,630 +10,935 +3%
WFS
131
Walker Financial Services
Kentucky
$26.1M 324,280 +26,806 +9%
CFS
132
CRA Financial Services
New Jersey
$26.1M 323,623 +23,127 +8%
ACA
133
Aspire Capital Advisors
Washington
$25.9M 321,295 +18,458 +6%
CRC
134
Curi RMB Capital
Illinois
$25.5M 316,057 +17,757 +6%
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$25M 310,316 +13,430 +5%
AF
136
Apexium Financial
Texas
$25M 309,910 +22,824 +8%
PWMAG
137
Pinnacle Wealth Management Advisory Group
New Jersey
$24.9M 308,336 +3,121 +1%
MAM
138
McCarthy Asset Management
California
$24.5M 304,151 -619 -0.2%
SFA
139
Souders Financial Advisors
Ohio
$24.4M 302,292 +6,207 +2%
IAN
140
Integrated Advisors Network
Texas
$24.3M 301,731 +4,480 +2%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$24.3M 301,494 -8,021 -3%
MAG
142
Members Advisory Group
New York
$24.2M 300,243 -1,580 -0.5%
VFP
143
Verus Financial Partners
Virginia
$23.8M 295,333 +10,550 +4%
DWM
144
Dakota Wealth Management
Florida
$23.7M 293,945 +82,844 +39%
CWC
145
Carolinas Wealth Consulting
North Carolina
$23.6M 292,600 +23,517 +9%
SWM
146
Segment Wealth Management
Texas
$23.5M 291,815 -53,025 -15%
WMR
147
Wealth Management Resources
Rhode Island
$23.4M 289,777 +13,176 +5%
IPW
148
Intergy Private Wealth
Colorado
$23.3M 288,354 +11,494 +4%
SFP
149
Sweet Financial Partners
Minnesota
$23.2M 288,338 +20,876 +8%
AFA
150
AllGen Financial Advisors
Florida
$23M 285,391 +5,981 +2%
4 5
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