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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 %
IAG
726
Investment Advisory Group
Massachusetts
$1.9M -$51.8K -1,926 -3%
PA
727
Planning Alternatives
Michigan
$1.89M -$15.8K -588 -0.8%
M
728
MYeCFO
California
$1.89M -$46.9K -1,746 -2%
IGWM
729
ICA Group Wealth Management
Colorado
$1.89M +$51.7K +1,923 +3%
TIA
730
Traphagen Investment Advisors
New Jersey
$1.89M -$10.6M -395,868 -85%
SWM
731
Silverlake Wealth Management
Vermont
$1.88M -$130K -4,821 -6%
MPCA
732
Madison Park Capital Advisors
Washington
$1.86M +$98.2K +3,654 +6%
WB
733
West Bancorporation
Iowa
$1.84M -$160K -5,937 -8%
DTC
734
Davidson Trust Company
Washington
$1.84M -$51.9K -1,932 -3%
EWM
735
Empirical Wealth Management
Washington
$1.84M +$124K +4,617 +7%
WOC
736
West Oak Capital
California
$1.83M +$54.4K +2,025 +3%
NGA
737
Naples Global Advisors
Florida
$1.82M -$14.3K -531 -0.8%
GWM
738
Geneos Wealth Management
Colorado
$1.82M -$783K -29,142 -30%
AWS
739
Aspen Wealth Strategies
Colorado
$1.79M -$1.21M -45,078 -40%
CCB
740
Cutter & Co Brokerage
Missouri
$1.79M +$90.6K +3,372 +5%
IF
741
IRON Financial
Illinois
$1.79M +$38.2K +1,422 +2%
MWP
742
Meridian Wealth Partners
Pennsylvania
$1.78M +$564 +21 +0%
EFS
743
Essex Financial Services
Connecticut
$1.78M -$53.9K -2,007 -3%
NCTC
744
New Covenant Trust Company
Indiana
$1.77M +$1.77M +65,826 New
PFA
745
Petra Financial Advisors
Colorado
$1.75M +$645 +24 +0%
BFPW
746
BOK Financial Private Wealth
Colorado
$1.75M +$204K +7,578 +13%
SWP
747
Semus Wealth Partners
Florida
$1.73M -$1.51M -56,184 -47%
MTIC
748
Missouri Trust & Investment Company
Missouri
$1.72M -$25K -930 -1%
MCM
749
Maple Capital Management
Vermont
$1.69M -$291K -10,809 -15%
PPW
750
Pasadena Private Wealth
California
$1.69M +$46.9K +1,746 +3%
28 29
30
31 32