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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 %
KHC
1476
Koesten Hirschmann & Crabtree
Kansas
$40.3K 500 – –
MIM
1477
MTM Investment Management
South Carolina
$38.2K 474 +474 New
WIM
1478
Westside Investment Management
California
$32.3K 400 +400 New
BMC
1479
Bear Mountain Capital
Washington
$31.9K 421 -29 -6%
RCM
1480
Raleigh Capital Management
North Carolina
$31.6K 392 – –
SRCM
1481
Signature Resources Capital Management
California
$31.6K 415 – –
VAMG
1482
Voisard Asset Management Group
Michigan
$30.2K 375 – –
AWM
1483
Angeles Wealth Management
California
$28.6K 355 -2 -0.6%
IA
1484
IFS Advisors
Kansas
$28K 347 -10 -3%
MG
1485
MilWealth Group
Wisconsin
$26.6K 330 – –
RDFA
1486
Ritter Daniher Financial Advisory
Ohio
$26.2K 325 – –
DCM
1487
Davidson Capital Management
Texas
$25.9K 321 – –
CWM
1488
CarsonAllaria Wealth Management
Illinois
$25.9K 321 +321 New
FHA
1489
First Horizon Advisors
Tennessee
$25.8K 320 -460 -59%
PA
1490
PSI Advisors
Florida
$25.8K 320 +80 +33%
CPBTD
1491
Central Pacific Bank - Trust Division
Hawaii
$25.3K 316 +316 New
OLVIG
1492
Oliver Lagore Vanvalin Investment Group
Michigan
$25.1K 312 +302 +3,020%
EL
1493
EMFO LLC
Florida
$24.7K 306 +2 +0.7%
OC
1494
Oakworth Capital
Alabama
$24.1K 299 – –
SNB
1495
Security National Bank
Nebraska
$23.9K 296 +25 +9%
OIA
1496
Optimum Investment Advisors
Illinois
$23.1K 287 +2 +0.7%
JGCM
1497
Joseph Group Capital Management
Ohio
$22.5K 279 +279 New
QC
1498
Quent Capital
New York
$22.4K 277 +2 +0.7%
AIP
1499
Ameritas Investment Partners
Nebraska
$22.2K 275 -60 -18%
TFA
1500
Transamerica Financial Advisors
Florida
$22K 268 -13,578 -98%
58 59
60
61 62