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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 %
SIA
826
Sage Investment Advisers
New York
$1.23M +$392K +14,568 +47%
AL
827
Aspiriant LLC
California
$1.23M -$14K -519 -1%
SF
828
Synovus Financial
Georgia
$1.22M +$70K +2,604 +6%
First Manhattan
829
First Manhattan
New York
$1.22M -$4.6K -171 -0.4%
CAMG
830
CWA Asset Management Group
Florida
$1.22M -$111K -4,113 -8%
CWA
831
Core Wealth Advisors
Florida
$1.21M +$10.5K +390 +0.9%
IFWM
832
Institute for Wealth Management
Colorado
$1.2M -$330K -12,273 -22%
WCM
833
WealthBridge Capital Management
Ohio
$1.2M -$726 -27 -0.1%
TRCT
834
Tower Research Capital (TRC)
New York
$1.2M +$1.18M +44,013 +7,372%
RWP
835
RWA Wealth Partners
Massachusetts
$1.2M +$249K +9,273 +26%
TCM
836
TruNorth Capital Management
Michigan
$1.19M +$1.19M +44,256 New
CWM
837
CCG Wealth Management
California
$1.19M -$909K -33,804 -43%
GAM
838
Garrison Asset Management
Arkansas
$1.19M +$3.06K +114 +0.3%
FWSM
839
First Wilshire Securities Management
California
$1.18M – – –
MSWM
840
McGlone Suttner Wealth Management
Wisconsin
$1.18M -$81.8K -3,042 -7%
BWA
841
Bordeaux Wealth Advisors
California
$1.17M +$633K +23,565 +117%
TIAA Trust, National Association
842
TIAA Trust, National Association
North Carolina
$1.17M +$10.1K +375 +0.9%
DOA
843
D'Orazio & Associates
Virginia
$1.17M -$147K -5,478 -11%
FNT
844
First National Trust
Pennsylvania
$1.17M +$114K +4,239 +11%
RFN
845
RDA Financial Network
Iowa
$1.16M +$343K +12,765 +42%
SMA
846
Sage Mountain Advisors
Georgia
$1.16M +$1.14M +42,393 +6,423%
WIM
847
WealthPlan Investment Management
Nebraska
$1.15M -$63.5K -2,361 -5%
PFGIA
848
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$102K +4,500 +10%
JIC
849
Joel Isaacson & Co
New York
$1.15M +$176K +6,546 +18%
Natixis Advisors
850
Natixis Advisors
Massachusetts
$1.14M +$16.4K +612 +1%
32 33
34
35 36