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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
+$248M
2
CAM
Cresset Asset Management
Illinois
+$102M
3
D
Diversified
Delaware
+$75.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$58.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$48.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$597M
2
Bank of America
Bank of America
North Carolina
-$518M
3
MFG
Merit Financial Group
Georgia
-$187M
4
Ameriprise
Ameriprise
Minnesota
-$98M
5
GBWM
Granite Bay Wealth Management
New Hampshire
-$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
751
Betterment LLC
New York
$1.69M +$516K +19,176 +44%
EFG
752
Embree Financial Group
Illinois
$1.68M -$5.56K -207 -0.3%
JCFM
753
JBR Co Financial Management
Oklahoma
$1.67M -$1.01M -37,422 -38%
EWP
754
Elevation Wealth Partners
California
$1.66M +$710K +26,430 +75%
LA
755
Latitude Advisors
Florida
$1.65M +$52.7K +1,959 +3%
CHA
756
Carmichael Hill & Associates
Maryland
$1.63M -$102K -3,807 -6%
TFM
757
Trademark Financial Management
Minnesota
$1.63M -$108K -4,005 -6%
CMS
758
Capital Market Strategies
Florida
$1.63M -$72.9K -2,712 -4%
ES
759
Eagle Strategies
New York
$1.63M -$10.5M -391,734 -87%
CFA
760
CWS Financial Advisors
Michigan
$1.62M +$101K +3,741 +7%
IAP
761
Indie Asset Partners
Indiana
$1.6M -$403 -15 -0%
MA
762
Modus Advisors
Minnesota
$1.59M -$29.1K -1,083 -2%
SWP
763
Summit Wealth Partners
Florida
$1.59M -$13.2K -492 -0.8%
RDIA
764
RE Dickinson Investment Advisors
Iowa
$1.58M -$10.3M -383,403 -87%
BBPWM
765
Blue Bell Private Wealth Management
Pennsylvania
$1.58M +$34.9K +1,299 +2%
CT
766
Clearstead Trust
Maine
$1.57M +$39.4K +1,467 +3%
GGS
767
Galvin Gaustad & Stein
Arizona
$1.56M -$30.3K -1,128 -2%
WFG
768
Wills Financial Group
Virginia
$1.56M +$6.93K +258 +0.4%
PL
769
Plancorp LLC
Missouri
$1.55M +$60.9K +2,265 +4%
M
770
MOTCO
Texas
$1.55M +$1.55M +57,585 New
OWM
771
Opes Wealth Management
California
$1.54M -$37.5K -1,395 -2%
CIA
772
Concurrent Investment Advisors
Florida
$1.53M +$1.18M +43,842 +333%
RW
773
Rockport Wealth
Ohio
$1.51M +$1.51M +56,508 New
MF
774
Montis Financial
Massachusetts
$1.51M +$305K +11,358 +25%
OFS
775
OneAscent Financial Services
Alabama
$1.5M -$15.2K -567 -1%
29 30
31
32 33