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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MAG
276
Mayfair Advisory Group
Alabama
$10.8M +$736K +27,375 +7%
BBW
277
Blue Barn Wealth
Utah
$10.7M +$164K +6,087 +2%
VNA
278
Valley National Advisers
Pennsylvania
$10.7M -$55.1K -2,049 -0.5%
PAI
279
Pittenger & Anderson Inc
Nebraska
$10.5M -$357K -13,290 -3%
MFIM
280
Mesirow Financial Investment Management
Illinois
$10.4M +$1.74M +64,617 +20%
LNB
281
Ledyard National Bank
$10.4M +$845K +31,434 +9%
ICM
282
Islay Capital Management
Texas
$10.4M +$110K +4,089 +1%
WAG
283
Winthrop Advisory Group
Massachusetts
$10.2M -$276K -10,254 -3%
SW
284
SVB Wealth
Massachusetts
$10.1M +$1.4M +52,065 +16%
AWM
285
Avior Wealth Management
Nebraska
$9.98M +$274K +10,209 +3%
MAM
286
Madison Asset Management
Wisconsin
$9.97M -$1.01M -37,599 -9%
TFA
287
Trinity Financial Advisors
Ohio
$9.96M +$1.01M +37,473 +11%
MFG
288
Midwest Financial Group
Kansas
$9.93M -$1.23M -45,942 -11%
HBW
289
Hazlett, Burt & Watson
West Virginia
$9.89M +$270K +10,050 +3%
FFWA
290
FRG Family Wealth Advisors
Washington
$9.89M -$981K -38,235 -9%
AP
291
Advisors Preferred
Maryland
$9.82M – – –
GB
292
Goepper Burkhardt
South Carolina
$9.77M +$211K +7,968 +2%
LFAS
293
Level Four Advisory Services
Texas
$9.76M +$35.2K +1,389 +0.4%
GB
294
Gunma Bank
Japan
$9.68M +$9.68M +360,000 New
DFA
295
DHJJ Financial Advisors
Illinois
$9.64M +$343K +12,771 +4%
CFMC
296
Curbstone Financial Management Corp
New Hampshire
$9.64M +$816K +30,360 +9%
HCP
297
Holt Capital Partners
Texas
$9.64M +$199K +7,419 +2%
FPAS
298
Focus Partners Advisor Solutions
Missouri
$9.59M +$5.57M +207,312 +139%
MWM
299
Mission Wealth Management
California
$9.57M +$8.96M +333,204 +1,462%
SCM
300
Spreng Capital Management
Ohio
$9.56M +$27.5K +1,023 +0.3%
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12
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