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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 %
MCC
451
Money Concepts Capital
Florida
$5.16M +$104K +3,879 +2%
FCA
452
FLC Capital Advisors
California
$5.13M -$89.1K -3,315 -2%
ACM
453
Advisors Capital Management
New Jersey
$5.1M -$84.2K -3,132 -2%
USCWA
454
U.S. Capital Wealth Advisors
Texas
$5.05M -$2.29M -85,320 -31%
AUB
455
Atlantic Union Bankshares
Virginia
$5.05M -$167K -6,231 -3%
CA
456
Clearstead Advisors
Ohio
$5.01M -$726K -27,393 -13%
WIM
457
Warwick Investment Management
Texas
$5M -$4.3M -159,849 -46%
IIA
458
Integral Investment Advisors
California
$4.99M +$4.99M +186,765 New
BPFA
459
Barnes Pettey Financial Advisors
Mississippi
$4.97M +$822K +30,597 +20%
FA
460
Fagan Associates
New York
$4.97M -$73.9K -2,748 -1%
CIAS
461
Capital Investment Advisory Services
North Carolina
$4.97M -$152K -5,667 -3%
WP
462
WealthPLAN Partners
Nebraska
$4.97M -$177K -6,597 -3%
NL
463
NWAM LLC
Washington
$4.93M +$1.16M +44,355 +31%
FA
464
Fiduciary Alliance
South Carolina
$4.92M +$1.5M +56,166 +44%
AFS
465
Access Financial Services
Minnesota
$4.88M +$487K +18,138 +11%
H
466
HoyleCohen
California
$4.87M +$350K +13,035 +8%
OPS
467
Orion Portfolio Solutions
Nebraska
$4.86M -$131K -4,857 -3%
BCI
468
Brinker Capital Investments
Pennsylvania
$4.86M -$131K -4,857 -3%
MFA
469
Mayflower Financial Advisors
Massachusetts
$4.84M -$474K -17,631 -9%
UBG
470
United Bank (Georgia)
Georgia
$4.83M +$484K +18,015 +11%
AA
471
Auxano Advisors
Washington
$4.82M +$1.14M +42,432 +31%
TW
472
Transform Wealth
Colorado
$4.81M +$1.66M +61,818 +53%
FTS
473
Fifth Third Securities
Ohio
$4.81M -$537K -19,965 -10%
RFA
474
Rollins Financial Advisors
New York
$4.8M +$213K +7,914 +5%
MCA
475
MSH Capital Advisors
Arizona
$4.77M +$647K +24,078 +16%
17 18
19
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