SCHD icon

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 %
AL
676
ACAS LLC
California
$2.31M -$25.9K -963 -1%
GIA
677
Gladstone Institutional Advisory
Florida
$2.31M +$139K +5,175 +6%
IAS
678
Insigneo Advisory Services
Florida
$2.31M +$740K +27,522 +47%
MCM
679
Mengis Capital Management
Oregon
$2.29M +$280K +10,425 +14%
CCM
680
Crew Capital Management
Ohio
$2.29M -$1.84M -68,541 -45%
CFO
681
Collective Family Office
Pennsylvania
$2.28M -$2.02K -75 -0.1%
PWM
682
Paulson Wealth Management
Illinois
$2.26M -$70.6K -2,625 -3%
HF
683
HRT Financial
New York
$2.24M +$1.9M +70,605 +550%
RAG
684
RIA Advisory Group
Iowa
$2.23M +$1.78M +66,231 +395%
WKSWA
685
White Knight Strategic Wealth Advisors
New Jersey
$2.23M +$70K +2,604 +3%
SFPG
686
Stonebridge Financial Planning Group
Florida
$2.22M -$128K -4,764 -5%
OIM
687
Opus Investment Management
Massachusetts
$2.22M +$104K +3,873 +5%
FNBOMD
688
First National Bank of Mount Dora
Florida
$2.22M – – –
WWC
689
Waypoint Wealth Counsel
Georgia
$2.21M +$87.8K +3,267 +4%
IA
690
Insight Advisors
Pennsylvania
$2.2M +$1.32M +49,110 +150%
GIA
691
Guyasuta Investment Advisors
Pennsylvania
$2.19M – – –
RWP
692
Revolve Wealth Partners
New Jersey
$2.18M -$6.05K -225 -0.3%
PTC
693
Private Trust Company
Ohio
$2.18M +$75.6K +2,811 +4%
BIA
694
Barry Investment Advisors
Massachusetts
$2.18M +$1.19M +44,196 +120%
RFA
695
Register Financial Advisors
Georgia
$2.16M -$48.7K -1,812 -2%
GA
696
Greytown Advisors
Florida
$2.15M – – –
MWA
697
Muirfield Wealth Advisors
North Carolina
$2.15M -$12.8K -477 -0.6%
LA
698
Legacy Advisors
Pennsylvania
$2.14M -$39.1K -1,455 -2%
V
699
ViaWealth
Kansas
$2.12M +$111K +4,122 +6%
PCMC
700
Planning Capital Management Corporation
Pennsylvania
$2.11M -$929K -34,563 -31%
26 27
28
29 30