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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 %
KC
926
Kingfisher Capital
North Carolina
$880K -$93.9K -3,495 -10%
BC
927
Barnett & Company
Tennessee
$877K -$16.2K -603 -2%
LWM
928
Lyell Wealth Management
California
$874K +$267K +9,921 +44%
ACM
929
Advance Capital Management
Michigan
$873K +$13.9K +516 +2%
WAM
930
Worth Asset Management
Texas
$863K -$660K -24,546 -43%
P
931
&Partners
Tennessee
$862K +$298K +11,091 +53%
DC
932
Darrow Company
Massachusetts
$860K +$585K +21,765 +212%
VAS
933
Valicenti Advisory Services
New York
$859K +$526K +19,590 +158%
MC
934
Miramar Capital
Illinois
$848K +$11.4K +438 +1%
CWM
935
Cornerstone Wealth Management
Missouri
$848K +$50.8K +1,890 +6%
BAWC
936
Boyce & Associates Wealth Consulting
Texas
$844K +$150K +5,586 +22%
C
937
Certuity
Florida
$843K -$28.8K -1,071 -3%
RWM
938
Rench Wealth Management
Texas
$841K +$98.8K +3,678 +13%
CA
939
CSM Advisors
Pennsylvania
$837K -$145K -5,400 -15%
NRA
940
NSI Retail Advisors
Pennsylvania
$837K -$145K -5,400 -15%
MWM
941
Modera Wealth Management
New Jersey
$836K -$12.1K -450 -1%
ACM
942
Avalon Capital Management
California
$835K – – –
CCM
943
Coldstream Capital Management
Washington
$834K – – –
FC
944
Fusion Capital
South Carolina
$831K -$89.9K -3,345 -10%
WWP
945
Walden Wealth Partners
Ohio
$827K – – –
OC
946
Oarsman Capital
Wisconsin
$827K -$139K -5,178 -14%
SP
947
Stonebrook Private
Michigan
$826K +$124K +4,623 +18%
SC
948
Stephens Consulting
Michigan
$825K -$14.2K -528 -2%
PPWM
949
Perissos Private Wealth Management
Oklahoma
$823K +$823K +30,612 New
AWA
950
Arete Wealth Advisors
Illinois
$821K -$205K -7,620 -20%
36 37
38
39 40