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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 %
CHJWM
951
Carlton Hofferkamp & Jenks Wealth Management
Texas
$817K -$15.1K -585 -2%
SA
952
Sunesis Advisors
Kansas
$817K +$817K +30,399 New
CBC
953
Coombe, Bender & Co
New York
$817K -$48K -1,785 -6%
WA
954
Wealth Alliance
New York
$811K +$4.03K +150 +0.5%
HT
955
Heritage Trust
Oklahoma
$806K -$806K -30,000 -50%
AA
956
Ancora Advisors
Ohio
$804K +$40.6K +1,512 +5%
AFO
957
Allie Family Office
Florida
$804K – – –
ACM
958
AUA Capital Management
Pennsylvania
$797K +$797K +29,664 New
HP
959
Holistic Planning
Texas
$796K -$425K -15,807 -35%
BCM
960
Brasada Capital Management
Texas
$794K – – –
BAM
961
Bellevue Asset Management
Washington
$793K +$968 +36 +0.1%
FRA
962
Front Row Advisors
California
$793K +$8.79K +327 +1%
SAM
963
SignalPoint Asset Management
Missouri
$793K +$1.21K +45 +0.2%
LC
964
Landaas & Company
Wisconsin
$793K – – –
GWM
965
Greenhouse Wealth Management
Connecticut
$788K -$24.4K -909 -3%
SA
966
Strategic Advisors
New York
$784K +$81 +3 +0%
CFP
967
Cascade Financial Partners
California
$784K +$784K +30,618 New
CPA
968
Clear Point Advisors
New York
$784K +$7.98K +297 +1%
CWM
969
Connecticut Wealth Management
Connecticut
$780K – – –
VV
970
Verity & Verity
South Carolina
$778K +$314K +11,688 +68%
VFA
971
Valeo Financial Advisors
Indiana
$777K +$64.1K +2,460 +9%
LBC
972
Lowe Brockenbrough & Co
Virginia
$777K -$6.05K -225 -0.8%
FCM
973
Firestone Capital Management
Florida
$775K +$70.5K +2,625 +10%
EWM
974
EPG Wealth Management
Georgia
$774K +$1.13K +42 +0.1%
BCM
975
Bluefin Capital Management
New York
$774K +$774K +28,800 New
37 38
39
40 41