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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 %
BIM
476
Breakwater Investment Management
Washington
$4.75M +$4.75M +176,805 New
BFM
477
Boston Financial Management
Massachusetts
$4.74M -$25.9K -963 -0.5%
PCS
478
Personal CFO Solutions
New Jersey
$4.74M +$4.39M +163,497 +1,275%
FWA
479
FSC Wealth Advisors
New York
$4.74M +$3.22M +119,835 +212%
TYCC
480
Texas Yale Capital Corp
Florida
$4.7M +$535K +19,908 +13%
SFC
481
Strategic Financial Concepts
Texas
$4.69M +$2.98M +110,967 +175%
FFWM
482
Future Financial Wealth Management
Ohio
$4.64M +$1.22M +45,402 +36%
CWM
483
Centric Wealth Management
Illinois
$4.64M +$2.15M +83,724 +86%
PCWA
484
Pacific Capital Wealth Advisors
California
$4.62M -$29.8K -1,110 -0.6%
IRC
485
Investors Research Corp
Georgia
$4.6M +$102K +3,801 +2%
PCA
486
Pallas Capital Advisors
Massachusetts
$4.59M -$146K -5,421 -3%
GFG
487
Goldstone Financial Group
Illinois
$4.55M -$141K -5,262 -3%
AWM
488
Apollon Wealth Management
South Carolina
$4.47M +$1.01M +37,737 +29%
P
489
Pitcairn
Pennsylvania
$4.47M +$4.47M +166,326 New
ML
490
McAdam LLC
Pennsylvania
$4.45M +$10.6K +393 +0.2%
PI
491
PFG Investments
New York
$4.45M +$3.79M +140,877 +573%
NJIM
492
Nabity-Jensen Investment Management
Nebraska
$4.42M +$18.9K +702 +0.4%
NCM
493
NCM Capital Management
New Jersey
$4.39M -$158K -5,895 -3%
ATC
494
Argent Trust Co
Tennessee
$4.39M +$4.39M +163,227 New
EWA
495
EP Wealth Advisors
California
$4.39M -$13.2M -492,900 -75%
SKK
496
Shepherd Kaplan Krochuk
Massachusetts
$4.37M -$356K -13,245 -8%
CW
497
Channel Wealth
California
$4.37M +$190K +7,074 +5%
ACM
498
Alpha Capital Management
Texas
$4.35M -$1,000K -37,194 -19%
SW
499
Simplicity Wealth
New Jersey
$4.33M +$3.87M +144,048 +848%
JPLA
500
Joseph P. Lucia & Associates
New York
$4.29M +$130K +4,851 +3%
18 19
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