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 %
KC
201
Kades & Cheifetz
Pennsylvania
$15.9M 196,875 +4,573 +2%
MOS
202
MGO One Seven
Ohio
$15.8M 195,721 +17,327 +10%
AF
203
Allworth Financial
California
$15.7M 195,023 -497 -0.3%
CKAIS
204
Christensen King & Associates Investment Services
Washington
$15.7M 194,862 -2,675 -1%
AF
205
Advisornet Financial
Minnesota
$15.7M 194,620 +11,469 +6%
CAM
206
Creekmur Asset Management
Illinois
$15.7M 194,608 -7,864 -4%
GRP
207
Global Retirement Partners
California
$15.7M 194,591 -125,666 -39%
NFG
208
Northeast Financial Group
Pennsylvania
$15.6M 193,500 -3,048 -2%
MA
209
Mutual Advisors
Nebraska
$15.5M 192,721 -4,546 -2%
LFP
210
Lakeshore Financial Planning
Michigan
$15.5M 192,056 -1,312 -0.7%
SA
211
Skyline Advisors
Washington
$15.3M 189,578 +3,426 +2%
SWP
212
Stratos Wealth Partners
Ohio
$15.3M 189,416 +51,254 +37%
RA
213
RFG Advisory
Alabama
$15.3M 189,254 -150,475 -44%
FCAS
214
First Command Advisory Services
Texas
$15.2M 188,752 +7,731 +4%
LIM
215
Leavell Investment Management
Alabama
$15.2M 188,458 -367 -0.2%
PRI
216
Prepared Retirement Institute
Pennsylvania
$14.9M 185,144 -12,972 -7%
MCB
217
Morton Community Bank
Illinois
$14.9M 184,377 +10,136 +6%
CAG
218
Csenge Advisory Group
Florida
$14.9M 184,195 -178 -0.1%
CAM
219
Cozad Asset Management
Illinois
$14.8M 183,674 +5,799 +3%
LWM
220
LongView Wealth Management
Georgia
$14.8M 183,532 +8,025 +5%
DI
221
DAGCO Inc
Ohio
$14.8M 183,018 +183,018 New
JF
222
Joule Financial
Kentucky
$14.7M 181,842 +48,859 +37%
PAG
223
Powers Advisory Group
Illinois
$14.6M 181,056 +8,298 +5%
FCM
224
Family Capital Management
Michigan
$14.6M 180,631 -4,383 -2%
WFS
225
Weitzel Financial Services
Iowa
$14.5M 180,995 +18,359 +11%
7 8
9
10 11