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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
Sumitomo Life Insurance
Japan
$471M
2
CAM
Cresset Asset Management
Illinois
$147M
3
D
Diversified
Delaware
$91M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$170M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$461M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$737M
2
Bank of America
Bank of America
North Carolina
$581M
3
MFG
Merit Financial Group
Georgia
$53.6M
4
Ameriprise
Ameriprise
Minnesota
$541M
5
GBWM
Granite Bay Wealth Management
New Hampshire
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
551
Foguth Wealth Management
Michigan
$3.53M +$3.53M +131,232 New
WS
552
Wedbush Securities
California
$3.5M -$307K -11,406 -8%
Susquehanna International Group
553
Susquehanna International Group
Pennsylvania
$3.46M +$1.63M +60,489 +89%
GLA
554
Great Lakes Advisors
Illinois
$3.46M +$421K +15,681 +14%
WKWM
555
Walter & Keenan Wealth Management
Indiana
$3.45M +$1.7M +63,093 +97%
FIA
556
Foundations Investment Advisors
Arizona
$3.44M -$4.31M -160,416 -56%
CIA
557
Cape Investment Advisory
Georgia
$3.44M +$438K +16,281 +15%
WLIM
558
White Lighthouse Investment Management
Massachusetts
$3.42M -$18.6K -693 -0.5%
PNC Financial Services Group
559
PNC Financial Services Group
Pennsylvania
$3.38M -$146K -5,442 -4%
FD
560
Financial Designs
California
$3.38M +$3.38M +125,670 New
CPL
561
CAP Partners LLC
Tennessee
$3.36M -$205K -7,641 -6%
FL
562
FreeGulliver LLC
Louisiana
$3.33M +$944K +35,127 +40%
FTWA
563
Fifth Third Wealth Advisors
Ohio
$3.32M +$534K +19,863 +19%
CB
564
Commerce Bank
Missouri
$3.31M +$305K +11,334 +10%
CFSG
565
Community Financial Services Group
Vermont
$3.31M +$3.31M +123,282 New
AIM
566
AHL Investment Management
Florida
$3.3M -$3.55K -132 -0.1%
NF
567
Nikulski Financial
Iowa
$3.29M +$116K +4,326 +4%
LA
568
LPF Advisors
Florida
$3.28M +$314K +11,685 +11%
SA
569
Stewardship Advisors
Pennsylvania
$3.28M -$13.3M -493,473 -80%
OAM
570
Oppenheimer Asset Management
New York
$3.27M -$1.27M -47,160 -28%
WFAG
571
Worth Financial Advisory Group
North Carolina
$3.26M +$96.9K +3,606 +3%
BSSFA
572
Baron Silver Stevens Financial Advisors
Florida
$3.24M +$528K +19,638 +19%
PWA
573
Pillar Wealth Advisors
Pennsylvania
$3.23M +$580K +21,579 +22%
National Bank of Canada
574
National Bank of Canada
Quebec, Canada
$3.22M +$784K +29,676 +32%
FTUS
575
Flow Traders U.S.
New York
$3.21M +$3.21M +119,238 New
21 22
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