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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 %
AAMC
601
Asset Allocation & Management Company
Illinois
$2.97M – – –
BWM
602
BCGM Wealth Management
Indiana
$2.96M -$9M -334,809 -75%
GAG
603
GM Advisory Group
New York
$2.95M +$1.96M +73,065 +199%
CICC
604
Capital Investment Counsel (Colorado)
Colorado
$2.95M +$1.55M +57,489 +110%
AIM
605
Anchor Investment Management
South Carolina
$2.94M +$91.8K +3,414 +3%
VP
606
Verum Partners
North Carolina
$2.93M -$494K -18,393 -14%
SFG
607
SNS Financial Group
Minnesota
$2.93M -$36.9K -1,374 -1%
AFG
608
Atomi Financial Group
New York
$2.92M +$8.39K +312 +0.3%
Bessemer Group
609
Bessemer Group
New Jersey
$2.91M +$610K +22,689 +26%
CC
610
Cypress Capital
Tennessee
$2.9M +$570K +21,192 +24%
HL
611
HeadInvest LLC
Maine
$2.89M +$170K +6,309 +6%
PWA
612
Physician Wealth Advisors
Utah
$2.89M -$10.5K -414 -0.4%
CWS
613
Cypress Wealth Services
California
$2.87M -$18.3K -681 -0.6%
VR
614
Valued Retirements
Texas
$2.86M +$67.5K +2,511 +2%
PGAM
615
Princeton Global Asset Management
New Jersey
$2.85M -$23.8K -885 -0.8%
SAM
616
Smartleaf Asset Management
Massachusetts
$2.84M +$2.82M +105,399 +16,042%
TC
617
TownSquare Capital
Utah
$2.83M +$1.26M +46,851 +80%
PAG
618
Private Advisory Group
Washington
$2.79M -$911K -33,888 -25%
BBA
619
BLB&B Advisors
Pennsylvania
$2.78M -$78.4K -2,916 -3%
MCM
620
MidAtlantic Capital Management
Virginia
$2.78M -$287K -10,665 -9%
MAS
621
Madden Advisory Services
Florida
$2.77M +$125K +4,665 +5%
LA
622
Lynch & Associates
Indiana
$2.77M +$854K +31,779 +45%
PBO
623
Peoples Bank (Ohio)
Ohio
$2.77M +$181K +6,753 +7%
CFD
624
Creative Financial Designs
Indiana
$2.72M +$658K +24,468 +32%
CNB
625
Camden National Bank
Maine
$2.72M +$9.27K +345 +0.3%
23 24
25
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