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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 %
SAM
701
Secure Asset Management
Michigan
$2.11M +$48.4K +1,800 +2%
WWS
702
Wellington Wealth Strategies
Indiana
$2.11M +$2.11M +78,420 New
APIM
703
Agate Pass Investment Management
Washington
$2.1M -$578K -21,504 -22%
S
704
Sachetta
Massachusetts
$2.09M – – –
WF
705
Warner Financial
Maryland
$2.07M +$148K +5,502 +8%
LF
706
LifeSteps Financial
California
$2.07M -$29.7K -1,104 -1%
AGM
707
Alpine Global Management
New York
$2.07M +$2.07M +76,965 New
O3W
708
Omni 360 Wealth
New Jersey
$2.07M +$96.4K +3,588 +5%
HCA
709
Heck Capital Advisors
Wisconsin
$2.06M -$9.03K -336 -0.4%
BWAM
710
Boyd Watterson Asset Management
Ohio
$2.05M +$233K +8,661 +13%
PGFC
711
Peapack-Gladstone Financial Corp
New Jersey
$2.05M +$93.6K +3,483 +5%
RF
712
RHS Financial
California
$2.04M -$1.85K -69 -0.1%
HNB
713
Huntington National Bank
Ohio
$2.03M -$1.74M – –
JCM
714
Janney Capital Management
Pennsylvania
$2.02M -$21.9K -816 -1%
ADL
715
Asset Dedication LLC
California
$2.01M -$32.9K -1,227 -2%
AWE
716
Avidian Wealth Enterprises
Texas
$2M -$82.6K -3,075 -4%
APW
717
Aurora Private Wealth
New Jersey
$2M -$20.7K -774 -1%
WCM
718
Whitener Capital Management
North Carolina
$1.99M +$144K +5,346 +8%
EFG
719
Ehrlich Financial Group
California
$1.98M +$47.7K +1,773 +2%
IAA
720
Independent Advisor Alliance
North Carolina
$1.94M +$255K +9,471 +15%
TPWA
721
TRUE Private Wealth Advisors
Oregon
$1.94M +$1.09M +40,635 +128%
MSS
722
Mitchell Sinkler & Starr
Pennsylvania
$1.94M -$2.19M -81,603 -53%
LCM
723
Liberty Capital Management
Michigan
$1.92M +$91.9K +3,420 +5%
SAG
724
SageView Advisory Group
California
$1.9M +$1.59M +83,412 +504%
GIA
725
GHP Investment Advisors
Colorado
$1.9M +$23.1K +858 +1%
27 28
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