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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 %
LFA
1601
Laraway Financial Advisors
Minnesota
– – -3,096 Closed
SCM
1602
Seascape Capital Management
New Hampshire
– – -3,075 Closed
KV
1603
Kickstand Ventures
New York
– – -3,047 Closed
TCMP
1604
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -3,012 Closed
SFP
1605
Sandbox Financial Partners
Maryland
– – -2,919 Closed
HGWM
1606
Horst & Graben Wealth Management
Oregon
– – -2,880 Closed
Principal Financial Group
1607
Principal Financial Group
Iowa
– – -2,840 Closed
EHWM
1608
Eads & Heald Wealth Management
Georgia
– – -2,830 Closed
DIM
1609
Delta Investment Management
California
– – -2,813 Closed
JAG
1610
Journey Advisory Group
Kentucky
– – -2,737 Closed
ITB
1611
Idaho Trust Bank
Idaho
– – -2,718 Closed
FWM
1612
Fortress Wealth Management
California
– – -2,634 Closed
FWM
1613
FSA Wealth Management
Massachusetts
– – -2,422 Closed
Simplex Trading
1614
Simplex Trading
Illinois
– – -1,780 Closed
GKIM
1615
GW&K Investment Management
Massachusetts
– – -1,625 Closed
CW
1616
Cooksen Wealth
Texas
– – -1,342 Closed
TVAMP
1617
Tennessee Valley Asset Management Partners
Tennessee
– – -1,248 Closed
CG
1618
Cutler Group
California
– – -1,200 Closed
SA
1619
Scarborough Advisors
Maryland
– – -1,066 Closed
FWM
1620
Focused Wealth Management
New York
– – -1,030 Closed
MDCM
1621
Morgan Dempsey Capital Management
Wisconsin
– – -801 Closed
CT
1622
Colonial Trust
South Carolina
– – -793 Closed
TCA
1623
Trifecta Capital Advisors
Illinois
– – -750 Closed
PA
1624
Pineridge Advisors
Missouri
– – -241 Closed
GWMIA
1625
Global Wealth Management Investment Advisory
Florida
– – -224 Closed
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