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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 %
PA
176
Parallel Advisors
California
$19.1M 237,313 -17,924 -7%
FGG
177
Financial Guidance Group
Florida
$19.1M 236,825 +2,365 +1%
PRS
178
Pinkerton Retirement Specialists
Idaho
$19M 235,233 +224,706 +2,135%
EWA
179
Exencial Wealth Advisors
Oklahoma
$18.9M 234,812 +4,320 +2%
PA
180
PFG Advisors
Arizona
$18.8M 232,549 +8,934 +4%
RIA
181
Regal Investment Advisors
Michigan
$18.6M 231,040 -117 -0.1%
WMWM
182
Whitaker-Myers Wealth Managers
Ohio
$18.4M 227,918 +24,654 +12%
PSIWM
183
Paradigm Strategies in Wealth Management
Minnesota
$18.3M 227,538 +3,056 +1%
CAC
184
Certified Advisory Corp
Florida
$18.3M 226,723 +40,786 +22%
GLLW
185
Graves Light Lenhart Wealth
Virginia
$18.2M 225,821 +12,733 +6%
SF
186
Schaeffer Financial
Maryland
$17.5M 217,084 +740 +0.3%
AWM
187
Axxcess Wealth Management
California
$17.4M 215,931 -168,774 -44%
WFPG
188
Waller Financial Planning Group
Ohio
$17.3M 215,166 +31,338 +17%
RW
189
RVW Wealth
California
$17.3M 214,896 +11,728 +6%
MTC
190
Matrix Trust Company
Colorado
$17.3M 214,592 -1,765 -0.8%
SIM
191
Stratos Investment Management
Ohio
$16.9M 209,542 +2,396 +1%
SI
192
Stephens Inc
Arkansas
$16.7M 206,623 +11,937 +6%
TCM
193
Towneley Capital Management
California
$16.6M 205,837 +2,162 +1%
PCG
194
Prosperity Consulting Group
Maryland
$16.4M 203,268 +115,001 +130%
LNC
195
Lincoln National Corp
Pennsylvania
$16.4M 203,187 +1,359 +0.7%
SVWAG
196
Sound View Wealth Advisors Group
Georgia
$16.2M 200,637 -16,687 -8%
SMWM
197
Silvia McColl Wealth Management
California
$16.1M 206,409 -5,419 -3%
ASN
198
Advisory Services Network
Georgia
$16.1M 199,431 +4,308 +2%
NFG
199
Nations Financial Group
Iowa
$16M 198,235 +5,020 +3%
GVAG
200
Great Valley Advisor Group
Delaware
$15.9M 197,765 -1,606 -0.8%
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