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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 %
SJIM
401
St. Johns Investment Management
Florida
$6.24M -$315K -11,721 -5%
CIC
402
Carnegie Investment Counsel
Ohio
$6.23M +$122K +4,539 +2%
GSC
403
Grey Street Capital
Illinois
$6.2M +$5.11M +190,020 +466%
HSA
404
HBK Sorce Advisory
Pennsylvania
$6.17M -$61.9K -2,304 -1%
HA
405
HC Advisors
Georgia
$6.16M +$423K +15,735 +7%
CA
406
CapWealth Advisors
Tennessee
$6.12M -$86K -3,201 -1%
AT
407
Arden Trust
Delaware
$6.09M -$1.25M -46,539 -17%
CA
408
Continuum Advisory
Idaho
$6.06M +$600K +22,731 +11%
IA
409
IFG Advisory
Georgia
$6.04M -$45.7K -1,701 -0.8%
BAM
410
Belpointe Asset Management
Nevada
$6M -$50.8K -1,890 -0.8%
JWWM
411
Johnson & White Wealth Management
Pennsylvania
$5.99M +$381K +14,157 +7%
BMCM
412
Bryn Mawr Capital Management
Pennsylvania
$5.96M -$261K -9,696 -4%
AIA
413
Armor Investment Advisors
North Carolina
$5.93M +$53.7K +1,998 +0.9%
LA
414
LexAurum Advisors
Kansas
$5.91M +$464K +17,262 +9%
PCIA
415
Prime Capital Investment Advisors
Kansas
$5.89M +$670K +24,942 +13%
GSIS
416
Global Strategic Investment Solutions
Arizona
$5.88M – – –
LPT
417
Legacy Private Trust
Wisconsin
$5.88M -$37K -1,377 -0.6%
SEP
418
Southland Equity Partners
Missouri
$5.88M +$1.87M +69,720 +47%
SAM
419
Smithbridge Asset Management
Pennsylvania
$5.86M +$14.2K +528 +0.2%
PFP
420
Pinnacle Financial Partners
Tennessee
$5.84M +$5.41M +201,441 +1,277%
CS
421
Crescent Sterling
Louisiana
$5.83M +$139K +5,190 +2%
KWM
422
Kingsview Wealth Management
Oregon
$5.74M +$95.9K +3,567 +2%
RWA
423
Redhawk Wealth Advisors
Minnesota
$5.73M -$810K -30,123 -12%
DBRC
424
D.B. Root & Company
Pennsylvania
$5.71M +$223K +8,289 +4%
KA
425
Kure Advisory
Minnesota
$5.7M +$374K +13,926 +7%
15 16
17
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