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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 %
KF
651
Krilogy Financial
Missouri
$2.52M -$18.3K -681 -0.7%
WCG
652
Weaver Consulting Group
California
$2.52M +$410K +15,261 +19%
WF
653
Welch & Forbes
Massachusetts
$2.51M +$33.1K +1,233 +1%
Luther King Capital Management (LKCM)
654
Luther King Capital Management (LKCM)
Texas
$2.51M -$2.35M – –
SL
655
SFM LLC
New Hampshire
$2.48M -$69.3K -2,580 -3%
BSB
656
Bangor Savings Bank
Maine
$2.48M -$621K -23,109 -20%
PFS
657
Prospera Financial Services
Texas
$2.48M +$132K +4,905 +6%
BWA
658
Beam Wealth Advisors
Louisiana
$2.47M +$19.8K +735 +0.8%
GWWM
659
Great Waters Wealth Management
Minnesota
$2.46M +$2.82K +105 +0.1%
SA
660
Strategic Advocates
Utah
$2.46M -$12.4M -461,430 -83%
AMG
661
Advisors Management Group
Wisconsin
$2.45M +$56.3K +2,094 +2%
FFA
662
Farther Finance Advisors
California
$2.45M +$1.17M +43,662 +91%
FFA
663
Florida Financial Advisors
Florida
$2.44M -$377K -14,016 -13%
LOIM
664
Liberty One Investment Management
Illinois
$2.44M -$239K -8,880 -9%
KNFPWM
665
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.42M -$105K -3,891 -4%
FWM
666
FMA Wealth Management
Massachusetts
$2.41M +$133K +4,947 +6%
TWM
667
Triton Wealth Management
Arizona
$2.4M -$46.8K -1,806 -2%
EIG
668
Ellenbecker Investment Group
Wisconsin
$2.4M +$61.4K +2,286 +3%
BJL
669
Brighton Jones LLC
Washington
$2.39M +$20.8K +774 +0.9%
TAM
670
Titleist Asset Management
Texas
$2.38M -$11.3M -420,618 -83%
BAM
671
Berkshire Asset Management
Pennsylvania
$2.37M +$6.21K +231 +0.3%
CRI
672
Commonwealth Retirement Investments
Virginia
$2.36M -$116K -4,311 -5%
SSB
673
Sandy Spring Bank
Maryland
$2.34M +$487K +18,105 +26%
CA
674
Crewe Advisors
Utah
$2.34M -$386K -14,373 -14%
TAM
675
Townsend Asset Management
North Carolina
$2.33M -$52.5K -1,953 -2%
25 26
27
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