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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 %
CA
526
Cresta Advisors
Texas
$4M -$99.1K -3,687 -2%
RC
527
Roundview Capital
New Jersey
$3.99M -$67K -2,493 -2%
NCM
528
Northwest Capital Management
Oregon
$3.95M -$46.7K -1,737 -1%
OFP
529
OLIO Financial Planning
Virginia
$3.93M – – –
CIA
530
Choate Investment Advisors
Massachusetts
$3.92M +$705K +26,241 +22%
CAMV
531
Concord Asset Management (Virginia)
Virginia
$3.91M -$2.86M -106,281 -42%
EFG
532
Everhart Financial Group
Ohio
$3.89M -$303K -11,280 -7%
PFA
533
Pathway Financial Advisers
Indiana
$3.81M +$607K +22,584 +19%
SWC
534
Spectrum Wealth Counsel
Indiana
$3.79M +$81 +3 +0%
GLA
535
Good Life Advisors
Pennsylvania
$3.79M +$1.01M +37,758 +37%
GPFA
536
Game Plan Financial Advisors
Ohio
$3.72M +$8.55K +318 +0.2%
CL
537
COWA LLC
Oklahoma
$3.67M -$211K -7,860 -5%
SAF
538
Smith Anglin Financial
Texas
$3.67M +$290K +10,791 +9%
LSA
539
Lion Street Advisors
Texas
$3.67M – – –
CG
540
Cynosure Group
Utah
$3.66M -$215K -8,013 -6%
TPA
541
Trivium Point Advisory
Connecticut
$3.64M +$10.1K +375 +0.3%
SFC
542
SYM Financial Corp
Indiana
$3.62M -$5.91M -219,885 -62%
M&T Bank
543
M&T Bank
New York
$3.61M -$822K -30,600 -19%
SQA
544
Simon Quick Advisors
New Jersey
$3.61M -$843K -31,380 -19%
OCM
545
Orion Capital Management
California
$3.61M -$412K -15,345 -10%
SC
546
Savoie Capital
Illinois
$3.6M +$3.6M +133,800 New
TWA
547
Talisman Wealth Advisors
New Jersey
$3.58M +$773K +28,764 +28%
HH
548
Hilltop Holdings
Texas
$3.54M +$2.16M +80,238 +156%
Squarepoint
549
Squarepoint
New York
$3.54M +$2.46M +91,410 +227%
Bank of Montreal
550
Bank of Montreal
Ontario, Canada
$3.53M +$1.67M +61,908 +89%
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