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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 %
RJT
626
Raymond James Trust
Florida
$2.71M +$330K +12,288 +14%
BFP
627
Beacon Financial Planning
Massachusetts
$2.71M +$2.07M +77,043 +324%
CPP
628
Capasso Planning Partners
South Carolina
$2.71M -$866K -32,238 -24%
AGC
629
Aspen Grove Capital
Colorado
$2.69M +$6.85K +255 +0.3%
PO
630
Private Ocean
California
$2.68M +$607K +22,593 +29%
SSI
631
Scott & Selber Inc
Texas
$2.67M -$193K -7,170 -7%
CPC
632
Consolidated Planning Corp
Georgia
$2.66M -$378K -14,082 -12%
CAL
633
Capital Analysts LLC
Pennsylvania
$2.66M +$439K +16,320 +20%
RBFC
634
Roman Butler Fullerton & Co
Missouri
$2.65M +$213K +8,280 +9%
AC
635
Abbrea Capital
California
$2.65M +$36.4K +1,356 +1%
CPRC
636
Consolidated Portfolio Review Corp
New York
$2.65M +$79.3K +2,949 +3%
ZIG
637
Zullo Investment Group
Pennsylvania
$2.64M +$56.4K +2,097 +2%
CFS
638
Coordinated Financial Services
Colorado
$2.64M +$2.64M +98,130 New
ISWM
639
Independent Solutions Wealth Management
New York
$2.63M +$242K +9,018 +10%
ACG
640
Allen Capital Group
Nebraska
$2.62M +$31K +1,155 +1%
GMA
641
Glassy Mountain Advisors
Maryland
$2.62M +$191K +7,113 +8%
EA
642
Emerald Advisors
Washington
$2.62M +$378K +14,058 +17%
CS
643
Capital Square
Tennessee
$2.6M +$2.6M +96,687 New
LNWWM
644
Laird Norton Wetherby Wealth Management
California
$2.59M +$1.29K +48 +0%
VA
645
Vident Advisory
Georgia
$2.58M -$55.6K -2,070 -2%
LGA
646
Lebenthal Global Advisors
New York
$2.55M -$4.57M -170,121 -64%
CPIG
647
Chicago Partners Investment Group
Illinois
$2.55M +$134K +5,154 +6%
CIBC World Market
648
CIBC World Market
Ontario, Canada
$2.54M -$861K -32,031 -25%
AWM
649
Aprio Wealth Management
Georgia
$2.54M -$119K -4,437 -4%
CSPAM
650
Cary Street Partners Asset Management
Virginia
$2.53M +$419K +15,588 +20%
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