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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 %
LB
1526
Legacy Bridge
Iowa
$11.2K 139 – –
MRCM
1527
M&R Capital Management
New Jersey
$10.9K 135 -787 -85%
WTA
1528
Washington Trust Advisors
Massachusetts
$10.1K 125 – –
FMP
1529
Financial Management Professionals
Texas
$10K 125 – –
NMM
1530
Naples Money Management
Florida
$9.38K 116 +1 +0.9%
AW
1531
Avion Wealth
Texas
$9K 106 -331 -76%
KA
1532
Kozak & Associates
Colorado
$8.13K 102 +1 +1%
RFG
1533
RFP Financial Group
Georgia
$8.06K 100 – –
HFM
1534
Hartford Financial Management
Connecticut
$8.06K 100 – –
IFAM
1535
Institutional & Family Asset Management
Colorado
$7.58K 94 – –
BCA
1536
Bray Capital Advisors
Florida
$7.28K 90 +26 +41%
LWA
1537
Lowe Wealth Advisors
Maryland
$6.05K 75 – –
WPWM
1538
Western Pacific Wealth Management
Illinois
$5.5K 68 – –
VAG
1539
VisionPoint Advisory Group
Texas
$5.4K 67 – –
WWP
1540
WR Wealth Planners
Missouri
$5.16K 64 +64 New
HWM
1541
HighMark Wealth Management
Minnesota
$4.93K 61 – –
CNBTD
1542
Citizens National Bank Trust Department
Mississippi
$4.84K 60 – –
CCMI
1543
Creative Capital Management Investments
California
$4.11K 51 – –
FFA
1544
Frazier Financial Advisors
Ohio
$4.03K 50 -9 -15%
CCM
1545
Chilton Capital Management
Texas
$4.03K 50 – –
RWA
1546
Redmont Wealth Advisors
Illinois
$3.98K 49 +49 New
AFS
1547
Annapolis Financial Services
Maryland
$3.87K 48 -1,080 -96%
IWP
1548
IAG Wealth Partners
Wisconsin
$3.87K 48 – –
FAM
1549
Family Asset Management
South Carolina
$2.51K 31 – –
TC
1550
Truvestments Capital
Florida
$2.5K 31 -240 -89%
60 61
62
63 64