SCHD icon

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 %
PWMG
1551
Private Wealth Management Group
New Jersey
$2.25K 28 – –
SWM
1552
Sanctuary Wealth Management
Idaho
$2.1K 26 +26 New
SVCP
1553
Silicon Valley Capital Partners
California
$2.03K 25 +25 New
BLC
1554
Brown, Lisle/Cummings
Rhode Island
$1.61K 20 – –
NRG
1555
Nemes Rush Group
Michigan
$1.29K 16 +16 New
MFA
1556
McClarren Financial Advisors
Pennsylvania
$1K 8 – –
FG
1557
Fairman Group
Pennsylvania
$554 7 – –
NC
1558
NewSquare Capital
Pennsylvania
$403 5 – –
VCM
1559
Versant Capital Management
Arizona
$163 2 – –
BGDI
1560
BW Gestao de Investimentos
Brazil
– – -279,770 Closed
FA
1561
FDx Advisors
Illinois
– – -226,063 Closed
WA
1562
Win Advisors
Florida
– – -158,498 Closed
WCM
1563
Winthrop Capital Management
Indiana
– – -153,007 Closed
Capital Fund Management (CFM)
1564
Capital Fund Management (CFM)
France
– – -140,206 Closed
OP
1565
ORG Partners
Indiana
– – -96,152 Closed
MWM
1566
Meridian Wealth Management
Kentucky
– – -90,741 Closed
CWM
1567
Curi Wealth Management
North Carolina
– – -55,111 Closed
Wolverine Trading
1568
Wolverine Trading
Illinois
– – -54,865 Closed
BHCM
1569
Brevan Howard Capital Management
Jersey
– – -53,535 Closed
RA
1570
Ruggaard & Associates
Ohio
– – -22,666 Closed
WIA
1571
World Investment Advisors
California
– – -20,298 Closed
ACM
1572
Argent Capital Management
Missouri
– – -19,569 Closed
TF
1573
Threadgill Financial
Texas
– – -17,485 Closed
GM
1574
GeoWealth Management
Illinois
– – -15,432 Closed
TI
1575
Truepoint Inc
Ohio
– – -13,107 Closed
61 62
63
64 65