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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
CAM
2
Cresset Asset Management
Illinois
$147M
3
D
3
Diversified
Delaware
$91M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$170M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$461M

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 %
PWM
251
Perigon Wealth Management
California
$12.6M 156,399 -3,185 -2%
DP
252
Denver PWM
Colorado
$12.6M 159,645 +193 +0.1%
CFG
253
Cooper Financial Group
California
$12.3M 153,152 +1,872 +1%
FCI
254
Financial Counselors Inc
Kansas
$12.2M 151,430 -119,251 -44%
Citadel Advisors
255
Citadel Advisors
Florida
$12.2M 151,330 +88,806 +142%
CAAS
256
Capital Asset Advisory Services
Michigan
$12.2M 154,062 +8,046 +6%
HAIM
257
Hunter Associates Investment Management
Pennsylvania
$11.9M 148,241 +10,957 +8%
JIP
258
Jaffetilchin Investment Partners
Florida
$11.9M 147,030 +13,283 +10%
AI
259
Atria Investments
North Carolina
$11.7M 145,099 -9,070 -6%
MA
260
MONECO Advisors
Connecticut
$11.4M 141,863 -11,226 -7%
TFS
261
Thoroughbred Financial Services
Tennessee
$11.4M 141,690 -18,627 -12%
GA
262
GSG Advisors
New Jersey
$11.4M 143,550 +1,051 +0.7%
NIWA
263
New Insight Wealth Advisors
California
$11.4M 141,269 +1,036 +0.7%
FPIS
264
Financial Planning & Information Services
Wisconsin
$11.4M 141,014 +16,691 +13%
KJWM
265
Kiley Juergens Wealth Management
Washington
$11.4M 140,909 +10,932 +8%
CMP
266
Courage Miller Partners
Virginia
$11.3M 140,568 -194 -0.1%
UCFA
267
United Capital Financial Advisors
Texas
$11.3M 139,695 -26,923 -16%
BEAM
268
Baker Ellis Asset Management
Washington
$11.2M 138,891 -7,009 -5%
WLPWM
269
Walled Lake Planning & Wealth Management
Illinois
$11.2M 138,707 -235 -0.2%
FMC
270
First Merchants Corp
Indiana
$11.2M 138,501 -7,233 -5%
SFWC
271
Strategic Family Wealth Counselors
New Jersey
$11.2M 138,339 +4,805 +4%
SFG
272
SevenBridge Financial Group
Pennsylvania
$11.1M 142,416 +879 +0.6%
CNWM
273
Clay Northam Wealth Management
California
$11.1M 137,516 +785 +0.6%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$10.8M 134,347 +11,889 +10%
SB
275
Strategic Blueprint
Georgia
$10.8M 133,570 +7,627 +6%
9 10
11
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