SCHD icon

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 %
PVAMC
376
PPS&V Asset Management Consultants
Michigan
$6.93M +$52.7K +1,959 +0.8%
CAG
377
Curtis Advisory Group
California
$6.88M -$143K -5,328 -2%
SWP
378
Strategic Wealth Partners
Ohio
$6.88M +$3.67M +136,509 +114%
JSL
379
JT Stratford LLC
Georgia
$6.82M +$394K +14,670 +6%
HWM
380
HRC Wealth Management
Idaho
$6.79M +$405K +15,081 +6%
Northern Trust
381
Northern Trust
Illinois
$6.77M -$1.78M -66,150 -21%
WIP
382
WealthCare Investment Partners
Rhode Island
$6.73M +$340K +12,651 +5%
DC
383
Davenport & Co
Virginia
$6.7M +$828K +30,795 +14%
BMCM
384
Burns Matteson Capital Management
New York
$6.67M -$71.4K -2,655 -1%
FSA
385
Financial Sense Advisors
California
$6.6M +$6.6M +245,721 New
DCM
386
Donaldson Capital Management
Indiana
$6.59M -$1.83M -68,166 -22%
CWP
387
Concord Wealth Partners
Virginia
$6.58M -$3.61M -134,496 -35%
AWM
388
Aspire Wealth Management
Massachusetts
$6.55M -$900K -33,498 -12%
FHC
389
First Heartland Consultants
Missouri
$6.54M -$2.05M -76,368 -24%
SMC
390
Smith, Moore & Co
Missouri
$6.53M +$190K +7,083 +3%
VWA
391
Visionary Wealth Advisors
Illinois
$6.48M -$950K -35,352 -13%
TFA
392
Teamwork Financial Advisors
Texas
$6.48M +$968K +36,030 +18%
BWM
393
Benchmark Wealth Management
Connecticut
$6.47M -$105K -3,897 -2%
FIC
394
Family Investment Center
Missouri
$6.46M +$3.66M +136,302 +131%
BFWA
395
Benchmark Financial Wealth Advisors
Florida
$6.41M +$1.43M +53,361 +29%
PF
396
Penney Financial
Texas
$6.36M +$455K +16,935 +8%
PF
397
Prosperitas Financial
California
$6.33M +$332K +12,348 +6%
SWM
398
Sendero Wealth Management
Texas
$6.32M -$2.5K -93 -0%
OCG
399
Opus Capital Group
Ohio
$6.25M +$46.3K +1,722 +0.7%
BW
400
Bison Wealth
Georgia
$6.24M +$185K +6,882 +3%
14 15
16
17 18