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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 %
CWM
326
Congress Wealth Management
Massachusetts
$8.48M -$260K -9,681 -3%
VCP
327
Verus Capital Partners
Arizona
$8.45M -$509K -18,948 -6%
MGIA
328
Moneta Group Investment Advisors
Missouri
$8.41M +$2.63M +97,821 +45%
BCM
329
Brookstone Capital Management
Illinois
$8.39M -$1.38M -51,402 -14%
PFWA
330
Paces Ferry Wealth Advisors
Georgia
$8.36M +$4.02M +149,538 +93%
SGI
331
Summit Global Investments
Utah
$8.31M -$5.44M -202,275 -40%
BAG
332
Bridgewealth Advisory Group
California
$8.22M +$4.45M +165,558 +118%
NB
333
NBT Bank
New York
$8.2M -$125K -4,656 -2%
ECG
334
Edge Capital Group
Georgia
$8.2M +$1.22M +45,300 +17%
SOS
335
Silver Oak Securities
Tennessee
$8.11M +$346K +12,891 +4%
TA
336
TrueWealth Advisors
Alabama
$8.1M -$2.15M -79,992 -21%
EFG
337
Ethos Financial Group
Pennsylvania
$8.09M +$46.1K +1,716 +0.6%
MS
338
Madden Securities
Texas
$8.06M +$12.4K +462 +0.2%
OHWP
339
Oak Harbor Wealth Partners
North Carolina
$8.03M +$282K +10,482 +4%
RF
340
Robbins Farley
New Hampshire
$8.01M -$196K -7,296 -2%
AWA
341
Arkadios Wealth Advisors
Georgia
$8M -$138K -5,142 -2%
BWM
342
BCS Wealth Management
Tennessee
$8M -$186K -6,939 -2%
HGERS
343
Householder Group Estate & Retirement Specialist
Arizona
$7.97M +$202K +7,533 +3%
SWM
344
Spire Wealth Management
Virginia
$7.96M +$210K +7,830 +3%
NEPWA
345
New England Private Wealth Advisors
Massachusetts
$7.94M -$738K -27,537 -9%
JWBC
346
John W. Brooker & Co
California
$7.93M -$7.1K -264 -0.1%
PMG
347
ProVise Management Group
Florida
$7.9M -$2.98M -110,739 -27%
APC
348
Asset Planning Corporation
Tennessee
$7.87M +$134K +4,980 +2%
GFPC
349
Global Financial Private Client
Florida
$7.87M -$257K -9,636 -3%
JWS
350
Juncture Wealth Strategies
Arizona
$7.84M +$90.8K +3,378 +1%
12 13
14
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