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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,555 hedge funds and large institutions have $21.5B 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, 534 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,555
Holders Change
+40
Holders Change %
+2.64%
% of All Funds
22.54%
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
534
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 %
TSS
876
Two Sigma Securities
New York
$1.04M +$1.04M +38,739 New
CWM
877
Collaborative Wealth Management
Florida
$1.04M +$58.4K +2,172 +6%
BFA
878
Beaumont Financial Advisors
Massachusetts
$1.03M -$22.2K -825 -2%
APA
879
Astoria Portfolio Advisors
New York
$1.03M -$44.8K -1,758 -4%
MA
880
MAS Advisors
Florida
$1.03M +$22.5K +837 +2%
RK
881
Rather & Kittrell
Tennessee
$1.03M +$1.03M +38,361 New
GJIA
882
Glass Jacobson Investment Advisors
Maryland
$1.03M -$3.79K -141 -0.4%
ACA
883
Atlas Capital Advisors
Wyoming
$1.02M -$119K -4,440 -10%
CP
884
Capital Planning
Washington
$1M -$412K -15,315 -29%
SBIA
885
Sheaff Brock Investment Advisors
Indiana
$1M +$67.8K +2,523 +7%
FLPIM
886
F.L. Putnam Investment Management
Massachusetts
$993K -$30.2K -1,125 -3%
Financial Engines Advisors
887
Financial Engines Advisors
California
$991K -$19.4K -723 -2%
MWP
888
Madison Wealth Partners
Wisconsin
$984K – – –
AWA
889
Aaron Wealth Advisors
Illinois
$981K -$282K -10,509 -22%
SAI
890
Savvy Advisors Inc
New York
$981K +$374K +13,926 +62%
FWCM
891
Ferguson Wellman Capital Management
Oregon
$972K +$427K +15,885 +78%
PCA
892
Prosperity Capital Advisors
Ohio
$970K +$970K +36,075 New
AG
893
Ascent Group
Virginia
$963K -$3.06K -114 -0.3%
OSAM
894
O'Shaughnessy Asset Management
Connecticut
$956K +$815K +30,318 +576%
CMBA
895
C.M. Bidwell & Associates
Hawaii
$950K -$25.7K -957 -3%
BCMLT
896
Beacon Capital Management LLC (Tennessee)
Tennessee
$950K -$68.1K -2,535 -7%
NC
897
Napatree Capital
Rhode Island
$943K – – –
CAI
898
Capital Advisors Inc
Oklahoma
$943K -$117K -4,344 -11%
AWG
899
Altus Wealth Group
Colorado
$935K +$36.4K +1,353 +4%
MFA
900
Morling Financial Advisors
California
$935K – – –
34 35
36
37 38