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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 %
MHS
1576
M Holdings Securities
Oregon
– – -10,485 Closed
SC
1577
Soundwatch Capital
Connecticut
– – -8,506 Closed
WCM
1578
Windham Capital Management
Massachusetts
– – -7,936 Closed
SCM
1579
SOL Capital Management
Maryland
– – -7,785 Closed
ARC
1580
Advisor Resource Council
Texas
– – -7,729 Closed
WI
1581
WBI Investments
New Jersey
– – -7,691 Closed
AIP
1582
Almanack Investment Partners
Pennsylvania
– – -6,367 Closed
UWS
1583
Unique Wealth Strategies
Illinois
– – -5,500 Closed
AC
1584
AlphaCore Capital
California
– – -5,088 Closed
DS
1585
DRW Securities
Illinois
– – -4,898 Closed
NHT
1586
New Hampshire Trust
New Hampshire
– – -4,831 Closed
GCM
1587
Gunderson Capital Management
South Carolina
– – -4,687 Closed
AAM
1588
AMI Asset Management
California
– – -4,594 Closed
WWG
1589
West Wealth Group
California
– – -4,575 Closed
RP
1590
Rice Partnership
Hawaii
– – -4,222 Closed
LAM
1591
LifePro Asset Management
California
– – -4,137 Closed
AA
1592
ACT Advisors
North Carolina
– – -4,072 Closed
CW
1593
Connectus Wealth
Ohio
– – -4,033 Closed
IP
1594
Ignite Planners
California
– – -3,776 Closed
WCM
1595
Washburn Capital Management
Florida
– – -3,745 Closed
APWA
1596
Atlas Private Wealth Advisors
New Jersey
– – -3,688 Closed
PWG
1597
Portside Wealth Group
Utah
– – -3,582 Closed
DIA
1598
Dana Investment Advisors
Wisconsin
– – -3,518 Closed
CC
1599
Cadinha & Co
Hawaii
– – -3,200 Closed
MAG
1600
MRA Advisory Group
New Jersey
– – -3,158 Closed
62 63
64
65 66