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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 %
RDWM
426
Red Door Wealth Management
Tennessee
$5.7M -$111K -4,146 -2%
AOWM
427
Alpha Omega Wealth Management
Virginia
$5.67M -$105K -3,894 -2%
SEI Investments
428
SEI Investments
Pennsylvania
$5.64M -$418K -15,549 -7%
Renaissance Technologies
429
Renaissance Technologies
New York
$5.6M +$5.6M +208,500 New
AWMG
430
Alliance Wealth Management Group
New Jersey
$5.6M +$990K +36,834 +21%
TCM
431
Towercrest Capital Management
Pennsylvania
$5.6M +$990K +36,834 +21%
VFIC
432
Valley Forge Investment Consultants
Pennsylvania
$5.6M -$512K -19,059 -8%
GFP
433
Guardian Financial Partners
California
$5.57M +$1.07M +39,687 +24%
PIAS
434
PCA Investment Advisory Services
Ohio
$5.56M +$365K +13,596 +7%
AFO
435
Arrowroot Family Office
California
$5.54M -$661K -24,603 -11%
Comerica Bank
436
Comerica Bank
Texas
$5.53M -$2.85M -105,969 -34%
IF
437
Intrua Financial
Texas
$5.53M +$471K +17,538 +9%
HA
438
Hofer & Associates
California
$5.5M +$126K +4,674 +2%
OCFG
439
O'Connor Financial Group
Illinois
$5.5M +$346K +12,873 +7%
SFMG
440
Sage Financial Management Group
Virginia
$5.48M +$793K +29,517 +17%
SWM
441
Scissortail Wealth Management
Oklahoma
$5.47M +$5.47M +203,427 New
HNWAG
442
High Net Worth Advisory Group
Florida
$5.45M +$544K +20,223 +11%
EWA
443
Evolution Wealth Advisors
Florida
$5.36M +$345K +12,831 +7%
AAP
444
Arax Advisory Partners
Colorado
$5.33M -$408K -15,165 -7%
Brown Advisory
445
Brown Advisory
Maryland
$5.25M +$7.66K +285 +0.1%
KIA
446
KCM Investment Advisors
California
$5.22M -$115K -4,269 -2%
CFA
447
Cahill Financial Advisors
Minnesota
$5.21M +$2.07M +77,157 +66%
OPPS
448
Obsidian Personal Planning Solutions
Maryland
$5.2M +$547K +21,306 +12%
AA
449
Apriem Advisors
California
$5.19M +$1.04M +38,826 +25%
FHA
450
Flagship Harbor Advisors
Massachusetts
$5.18M -$32.5K -1,209 -0.6%
16 17
18
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