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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 %
YWM
851
Yoder Wealth Management
California
$1.14M -$40.3K -1,500 -3%
GF
852
Gries Financial
Ohio
$1.14M +$25.1K +933 +2%
CNFG
853
Creegan & Nassoura Financial Group
New Hampshire
$1.13M -$6.85K -255 -0.6%
MSA
854
Marino Stram & Associates
Massachusetts
$1.13M +$645 +24 +0.1%
MMHP
855
Murphy Middleton Hinkle & Parker
Georgia
$1.13M +$484 +18 +0%
FMII
856
Farmers & Merchants Investments Inc
Nebraska
$1.12M – – –
AWM
857
Adams Wealth Management
Utah
$1.12M -$72.2K -2,688 -6%
BONH
858
Bank of New Hampshire
New Hampshire
$1.1M +$120K +4,455 +12%
MWM
859
MBE Wealth Management
Wisconsin
$1.1M +$840K +31,236 +322%
MCCP
860
Mission Creek Capital Partners
California
$1.09M -$98.7K -3,672 -8%
GAA
861
Guardian Asset Advisors
Pennsylvania
$1.09M +$131K +4,875 +14%
WWA
862
WCG Wealth Advisors
Nevada
$1.09M -$419K -15,594 -28%
AA
863
Advisory Alpha
Michigan
$1.09M +$55.2K +2,052 +5%
GDP
864
Great Diamond Partners
Maine
$1.08M -$44.3K -1,650 -4%
BNP Paribas Financial Markets
865
BNP Paribas Financial Markets
France
$1.07M +$696K +25,893 +185%
Lido Advisors
866
Lido Advisors
California
$1.07M +$1.07M +39,831 New
FCM
867
Fortis Capital Management
Washington
$1.07M +$260K +9,669 +32%
VFG
868
Valley Financial Group
Pennsylvania
$1.06M -$67.5K -2,511 -6%
SWA
869
SOA Wealth Advisors
New York
$1.06M +$10.7K +399 +1%
EWA
870
Elevate Wealth Advisory
Georgia
$1.05M +$16K +594 +2%
PB
871
Pinnacle Bancorp
Nebraska
$1.05M -$33K -1,227 -3%
WCFA
872
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$51.4K +1,914 +5%
FCH
873
Freestone Capital Holdings
Washington
$1.04M -$807K -30,009 -44%
KIC
874
Keating Investment Counselors
Florida
$1.04M -$164K -6,093 -14%
TSS
875
Two Sigma Securities
New York
$1.04M +$1.04M +38,739 New
33 34
35
36 37