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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 %
AIA
801
Ally Invest Advisors
North Carolina
$1.34M -$203K -7,560 -13%
BTWM
802
Baker Tilly Wealth Management
Wisconsin
$1.34M +$224K +8,322 +20%
FA
803
Faithward Advisors
Pennsylvania
$1.34M +$53.3K +1,983 +4%
LWP
804
Laurel Wealth Planning
Minnesota
$1.34M -$39.6K -1,473 -3%
SIAG
805
Signet Investment Advisory Group
Rhode Island
$1.33M +$129K +4,785 +11%
JWM
806
JPL Wealth Management
Colorado
$1.33M +$18.5K +690 +1%
VF
807
VitalStone Financial
Texas
$1.32M -$213K -7,932 -14%
JFG
808
JMG Financial Group
Illinois
$1.32M -$210K -7,800 -14%
SF
809
Safeguard Financial
Wisconsin
$1.31M +$22.3K +828 +2%
NCM
810
Narwhal Capital Management
Georgia
$1.3M +$140K +5,223 +12%
Fisher Asset Management
811
Fisher Asset Management
Washington
$1.29M +$248K +9,240 +24%
ARG
812
Advisory Resource Group
Oklahoma
$1.28M +$50.8K +1,890 +4%
DT
813
Diversified Trust
Tennessee
$1.28M +$561K +20,868 +78%
Jane Street
814
Jane Street
New York
$1.28M +$1.28M +47,586 New
IAIM
815
International Assets Investment Management
Florida
$1.27M +$34.9K +1,305 +3%
BCMO
816
Buckingham Capital Management (Ohio)
Ohio
$1.27M -$84K -3,126 -6%
RCWM
817
Royal Capital Wealth Management
Indiana
$1.27M -$86.8K -3,228 -6%
NS
818
NBC Securities
Alabama
$1.26M +$588K +21,873 +88%
Empower Advisory Group
819
Empower Advisory Group
Colorado
$1.25M +$34.3K +1,275 +3%
RGF
820
Retirement Guys Formula
Ohio
$1.25M +$11.4K +423 +0.9%
BCA
821
Bay Colony Advisors
Massachusetts
$1.25M +$28.1K +1,047 +2%
HIC
822
Hartline Investment Corp
Illinois
$1.25M +$1.25M +46,356 New
TWM
823
Thrive Wealth Management
Pennsylvania
$1.24M +$253K +9,399 +25%
PCMC
824
Private Capital Management (Colorado)
Colorado
$1.24M +$187K +6,942 +18%
GBWM
825
Granite Bay Wealth Management
New Hampshire
$1.24M -$80.8M -3,005,070 -98%
31 32
33
34 35