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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 %
PIA
351
Panoramic Investment Advisors
Colorado
$7.8M +$100K +3,732 +1%
MI
352
Mango Investments
Colorado
$7.76M – – –
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$7.7M -$119K -4,419 -2%
HAS
354
HBW Advisory Services
California
$7.69M – – –
FA
355
Fermata Advisors
California
$7.69M +$1.18M +43,959 +18%
William Blair & Company
356
William Blair & Company
Illinois
$7.65M -$245K -9,132 -3%
TBC
357
Ted Buchan & Co
California
$7.57M +$1.05M +39,027 +16%
AWM
358
AE Wealth Management
Kansas
$7.52M -$43.7M -1,625,049 -85%
MMA
359
Miracle Mile Advisors
California
$7.42M -$857K -31,899 -10%
OPA
360
Old Port Advisors
Maine
$7.42M +$674K +25,071 +10%
PSCM
361
Per Stirling Capital Management
Texas
$7.41M -$505K -18,771 -6%
D.E. Shaw & Co
362
D.E. Shaw & Co
New York
$7.41M +$7.41M +275,556 New
EA
363
Eudaimonia Advisors
Tennessee
$7.31M -$928K -34,536 -11%
CL
364
Choreo LLC
Illinois
$7.29M +$1,000K +37,203 +16%
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
$7.29M -$5.56K -207 -0.1%
BGAI
366
Bruce G. Allen Investments
Colorado
$7.25M +$283K +10,521 +4%
MA
367
MBA Advisors
Pennsylvania
$7.19M +$78.1K +2,907 +1%
Fidelity Investments
368
Fidelity Investments
Massachusetts
$7.15M +$2.45M +91,059 +52%
PIMG
369
Patriot Investment Management Group
Tennessee
$7.13M -$48.9K -1,821 -0.7%
AOG
370
Alpha Omega Group
Virginia
$7.11M +$528K +19,632 +8%
KWA
371
Kellett Wealth Advisors
Ohio
$7.07M -$2.51M -93,288 -26%
PCM
372
Pennsylvania Capital Management
Pennsylvania
$7M -$602K -22,398 -8%
AssetMark Inc
373
AssetMark Inc
California
$6.97M +$768K +28,587 +12%
SMG
374
Smart Money Group
Texas
$6.96M -$15.9M -619,434 -70%
UWM
375
USAdvisors Wealth Management
Minnesota
$6.95M -$1.38M -51,687 -17%
13 14
15
16 17