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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 %
TF
776
Trek Financial
Arizona
$1.48M -$4.91M -182,838 -77%
GCA
777
Genesee Capital Advisors
New York
$1.48M +$92.2K +3,429 +7%
BDFN
778
Bond & Devick Financial Network
Minnesota
$1.47M +$440K +16,359 +42%
WWM
779
WT Wealth Management
Arizona
$1.47M +$20K +744 +1%
OFG
780
Orcam Financial Group
California
$1.47M +$610K +22,695 +71%
WPC
781
Wedmont Private Capital
Pennsylvania
$1.47M -$35.5K -1,338 -2%
DAM
782
Derbend Asset Management
Georgia
$1.47M +$50.6K +1,884 +4%
EWM
783
Evergreen Wealth Management
Michigan
$1.45M – – –
PWSG
784
Pacific Wealth Strategies Group
California
$1.45M +$23.9K +888 +2%
SIC
785
Salem Investment Counselors
North Carolina
$1.45M -$25K -930 -2%
EAM
786
Evanson Asset Management
California
$1.44M +$500K +18,597 +53%
BA
787
Bridge Advisory
California
$1.44M +$509K +18,927 +55%
NSIM
788
North Star Investment Management
Illinois
$1.44M +$62.1K +2,310 +5%
BWM
789
BNC Wealth Management
Oregon
$1.44M -$19.7K -732 -1%
PGF
790
Plan Group Financial
Oklahoma
$1.42M +$566K +21,072 +66%
KA
791
Kovack Advisors
Florida
$1.42M +$22.7K +843 +2%
GI
792
Gradient Investments
Minnesota
$1.42M -$148K -5,520 -9%
Vanguard Group
793
Vanguard Group
Pennsylvania
$1.4M +$87.3K +3,249 +7%
OF
794
Outfitter Financial
Maine
$1.4M -$31.4K -1,170 -2%
RMAM
795
Raab & Moskowitz Asset Management
New Jersey
$1.4M +$636K +23,655 +84%
BIM
796
Baldwin Investment Management
Pennsylvania
$1.38M +$433K +16,101 +46%
WHC
797
Wulff, Hansen & Co
California
$1.38M +$95.5K +3,555 +7%
WP
798
WealthShield Partners
North Carolina
$1.36M +$11.5K +429 +0.9%
TNBTD
799
Trustmark National Bank Trust Department
Mississippi
$1.36M -$2.58M -96,018 -66%
KWA
800
Kingswood Wealth Advisors
California
$1.35M -$20.5K -762 -1%
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