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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 %
LPL Financial
1
LPL Financial
California
$874M 10,841,262 -629,196 -5%
CSIA
2
Charles Schwab Investment Advisory
California
$784M 9,721,361 +40,493 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$737M 9,146,540 -7,404,244 -45%
AAS
4
Avantax Advisory Services
Texas
$627M 7,775,195 +299,496 +4%
Bank of America
5
Bank of America
North Carolina
$581M 7,204,871 -6,429,254 -47%
Ameriprise
6
Ameriprise
Minnesota
$541M 6,675,552 -1,209,459 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$492M 6,101,855 +359,916 +6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$491M 6,085,029 -520,742 -8%
SLI
9
Sumitomo Life Insurance
Japan
$471M 6,320,000 +3,320,000 +111%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$461M 5,712,485 +604,844 +12%
Wealthfront Advisers
11
Wealthfront Advisers
California
$413M 5,116,593 -166,267 -3%
WANY
12
Wealthspire Advisors (New York)
New York
$406M 5,035,345 -159,940 -3%
UBS Group
13
UBS Group
Switzerland
$379M 4,694,968 +5,659 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$358M 4,444,733 +292,782 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$338M 4,195,780 -160,339 -4%
OWM
16
Orgel Wealth Management
Wisconsin
$335M 4,152,801 +38,020 +0.9%
Wells Fargo
17
Wells Fargo
California
$324M 4,018,418 +366,120 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$307M 3,806,504 -657,704 -15%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$306M 3,795,068 +159,999 +4%
APP
20
Avantax Planning Partners
Iowa
$290M 3,598,014 +32,285 +0.9%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$272M 3,375,640 +146,702 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$183M 2,269,372 +94,141 +4%
Mariner
23
Mariner
Kansas
$181M 2,240,640 +157,039 +8%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$170M 2,104,047 +729,602 +53%
RJA
25
Raymond James & Associates
Florida
$156M 1,928,780 -73,297 -4%
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