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 %
GFS
501
GYL Financial Synergies
Connecticut
$4.29M +$254K +9,447 +6%
ACI
502
Alpha Cubed Investments
California
$4.26M -$378K -14,079 -8%
EWA
503
EverSource Wealth Advisors
Alabama
$4.26M +$625K +24,357 +17%
BRWA
504
B. Riley Wealth Advisors
Florida
$4.24M +$886K +37,545 +26%
CA
505
Cambridge Advisors
Nebraska
$4.21M -$319K -11,874 -7%
EF
506
Exeter Financial
Arizona
$4.2M +$99.3K +3,783 +2%
US Bancorp
507
US Bancorp
Minnesota
$4.19M +$1.03M +38,502 +33%
BP
508
Broadleaf Partners
Ohio
$4.17M +$22.9K +852 +0.6%
SFA
509
Sequoia Financial Advisors
Ohio
$4.16M -$332K -12,363 -7%
ANTB
510
AMG National Trust Bank
Colorado
$4.16M +$310K +11,520 +8%
NIC
511
Northwest Investment Counselors
Oregon
$4.13M +$13.6K +507 +0.3%
JWCA
512
J.W. Cole Advisors
Florida
$4.12M +$132K +4,908 +3%
SPA
513
Sentinel Pension Advisors
Massachusetts
$4.12M +$1.14M +42,585 +38%
CWA
514
Clearview Wealth Advisors
Oregon
$4.11M +$299K +11,112 +8%
BWG
515
Berry Wealth Group
Texas
$4.1M -$198K -7,374 -5%
ST
516
Smithfield Trust
Pennsylvania
$4.1M -$412K -15,309 -9%
WWM
517
Western Wealth Management
Colorado
$4.1M -$1.91M -70,941 -32%
SWA
518
Stratos Wealth Advisors
Ohio
$4.09M -$8.22M -305,970 -67%
CIC
519
Cutler Investment Counsel
Oregon
$4.09M +$370K +13,782 +10%
EP
520
Eudaimonia Partners
Tennessee
$4.06M +$388K +14,427 +11%
PAG
521
Paladin Advisory Group
Iowa
$4.05M -$199K -7,452 -5%
SAW
522
Signal Advisors Wealth
Michigan
$4.04M +$807K +30,018 +25%
NG
523
Northstar Group
New York
$4.03M -$132K -4,914 -3%
PPP
524
Private Portfolio Partners
New Jersey
$4.02M -$46.5K -1,731 -1%
CF
525
Centaurus Financial
California
$4.01M -$276K -10,257 -6%
19 20
21
22 23