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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 %
SIA
301
Soltis Investment Advisors
Utah
$9.49M -$29M -1,078,137 -75%
CCG
302
Coastwise Capital Group
California
$9.43M +$270K +10,056 +3%
CWA
303
Canvas Wealth Advisors
Kansas
$9.43M +$665K +26,301 +8%
MF
304
Meridian Financial
Massachusetts
$9.38M +$240K +8,925 +3%
Mirae Asset Global Investments
305
Mirae Asset Global Investments
South Korea
$9.36M +$6.27M +233,160 +202%
GSIAS
306
Garden State Investment Advisory Services
New Jersey
$9.31M +$185K +6,873 +2%
SSWM
307
Sheets Smith Wealth Management
North Carolina
$9.28M -$70K -2,604 -0.7%
XF
308
XML Financial
Maryland
$9.21M -$217K -8,070 -2%
SFS
309
Sowell Financial Services
Arkansas
$9.16M -$1.69M -62,784 -16%
DAS
310
Dynamic Advisor Solutions
Arizona
$9.04M +$615K +22,881 +7%
YIA
311
YHB Investment Advisors
Connecticut
$9M -$657K -24,459 -7%
BWA
312
BlueChip Wealth Advisors
Georgia
$9M +$109K +4,053 +1%
SC
313
Scotia Capital
Ontario, Canada
$8.99M +$961K +35,772 +12%
RG
314
Retirement Group
California
$8.99M +$205K +7,644 +2%
CA
315
CoreCap Advisors
Michigan
$8.98M +$6.42M +238,905 +250%
YLHM
316
Yelin Lapidot Holdings Management
Israel
$8.91M +$8.3M +309,000 +1,365%
DCM
317
Davis Capital Management
Florida
$8.88M +$200K +7,497 +2%
SS
318
Sunbelt Securities
Texas
$8.87M +$1.78M +66,375 +25%
CST
319
Charles Schwab Trust
Nevada
$8.73M -$2.4M -89,292 -22%
CFGS
320
Concourse Financial Group Securities
Alabama
$8.72M +$683K +25,419 +8%
BIA
321
Bell Investment Advisors
California
$8.72M +$197K +7,335 +2%
OBWG
322
Onyx Bridge Wealth Group
New York
$8.7M +$3.05M +118,212 +54%
OC
323
Oppenheimer & Co
New York
$8.65M +$1.13M +42,195 +15%
B
324
Bensler
Washington
$8.57M -$1.41M -52,578 -14%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$8.53M +$705K +26,238 +9%
11 12
13
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