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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 %
FWM
151
ForthRight Wealth Management
Georgia
$22.9M 283,660 +11,478 +4%
ECML
152
Eagle Capital Management (Louisiana)
Louisiana
$22.6M 279,989 +11,567 +4%
FI
153
Financial Insights
Washington
$22.5M 279,023 -13,487 -5%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$22.2M 275,718 -14,111 -5%
HF
155
Halpern Financial
Virginia
$22.1M 278,380 -1,821 -0.6%
OIA
156
OneDigital Investment Advisors
Kansas
$22.1M 273,999 -51,582 -16%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$22.1M 266,444 -7,839 -3%
TPCW
158
TD Private Client Wealth
New York
$21.8M 269,595 -607 -0.2%
PCM
159
Presidio Capital Management
California
$21.6M 267,868 +91,606 +52%
RWM
160
Rezny Wealth Management
Florida
– – -275,513 Closed
PAS
161
Park Avenue Securities
New York
$21.5M 266,544 +7,747 +3%
TW
162
TrinityPoint Wealth
Connecticut
$21.1M 261,140 +17,095 +7%
MCM
163
MAI Capital Management
Ohio
$21M 260,593 +14,268 +6%
FC
164
Financial Consulate
Maryland
$20.7M 257,268 +2,028 +0.8%
CFP
165
Curran Financial Partners
South Carolina
$20.6M 255,459 +5,047 +2%
CA
166
Capital Advantage
California
$20.5M 257,789 +10,129 +4%
ACA
167
Aptus Capital Advisors
Alabama
$20.5M 254,364 +248,146 +3,991%
CG
168
Clifford Group
Massachusetts
$20.5M 253,997 +7,171 +3%
DWAM
169
Duncan Williams Asset Management
Tennessee
$20.4M 252,730 +252,730 New
WIC
170
Whitegate Investment Counselors
New Hampshire
$20.1M 249,059 +1,493 +0.6%
NDSI
171
Newman Dignan & Sheerar Inc
Rhode Island
$19.9M 247,404 +9,406 +4%
AT
172
American Trust
Kentucky
$19.5M 241,348 -253,973 -51%
BI
173
Berkeley Inc
Idaho
$19.4M 240,688 +4,524 +2%
MNG
174
Manning & Napier Group
New York
– – – –
OWM
175
Olympus Wealth Management
Utah
$19.2M 237,933 -50,751 -18%
5 6
7
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