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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 %
B
901
Bailard
California
$932K +$224K +8,316 +32%
MSAM
902
Moloney Securities Asset Management
Missouri
$930K -$726 -27 -0.1%
ES
903
ETF Store
Kansas
$927K +$246K +9,135 +36%
CCM
904
Colorado Capital Management
Colorado
$925K +$925K +34,425 New
CCFM
905
Clear Creek Financial Management
Washington
$921K +$99.1K +3,687 +12%
WB
906
Webster Bank
Connecticut
$919K – – –
MM
907
Meridian Management
Arkansas
$919K +$2.34K +87 +0.3%
SP
908
SWS Partners
Ohio
$918K -$2.1K -78 -0.2%
FWP
909
FAS Wealth Partners
Kansas
$918K -$8.63K -321 -0.9%
PJSIMP
910
P.J. Schmidt Investment Management (PJS)
Wisconsin
$917K +$77.8K +2,895 +9%
GWM
911
Gray Wealth Management
Maine
$917K +$12.8K +477 +1%
WMA
912
West Michigan Advisors
Michigan
$913K +$913K +33,957 New
BWP
913
Balboa Wealth Partners
Arizona
$911K -$624K -23,211 -41%
NW
914
NewEdge Wealth
Pennsylvania
$907K +$1.93K +75 +0.2%
BCWM
915
Bartlett & Co Wealth Management
Ohio
$904K -$60.5K -2,250 -6%
MSA
916
McAlister Sweet & Associates
Texas
$902K -$55.7K -2,073 -6%
GWM
917
Guardian Wealth Management
Illinois
$902K -$978K -36,393 -52%
SPWM
918
Schrum Private Wealth Management
Florida
$899K +$142K +5,286 +19%
SHJ
919
Sharkey, Howes & Javer
Colorado
$898K -$389K -14,457 -30%
HKIM
920
Hayek Kallen Investment Management
Alabama
$896K +$90.6K +3,369 +11%
PAMG
921
Patton Albertson Miller Group
Tennessee
$896K -$777K -28,911 -46%
I
922
INVST
Indiana
$887K +$62K +2,322 +8%
CSA
923
Cottage Street Advisors
Massachusetts
$885K +$55.6K +2,070 +7%
SFG
924
Sage Financial Group
Pennsylvania
$883K -$250K -9,318 -22%
VC
925
Vicus Capital
Pennsylvania
$880K +$76.5K +2,847 +10%
35 36
37
38 39