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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 %
JFGIW
976
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$771K -$348K -12,960 -31%
IWP
977
Insight Wealth Partners
Texas
$764K +$249K +9,276 +48%
SWA
978
Strategies Wealth Advisors
Michigan
$763K +$81 +3 +0%
IIC
979
Ironwood Investment Counsel
Arizona
$760K +$334K +12,429 +78%
WCM
980
Weik Capital Management
Pennsylvania
$758K -$26.2K -975 -3%
BFG
981
Bleakley Financial Group
New Jersey
$755K -$33.1K -1,233 -4%
FFC
982
First Financial Corp
Indiana
$753K +$14.8K +552 +2%
FCIM
983
Fairview Capital Investment Management
California
$751K +$148K +5,490 +24%
DJSG
984
D.J. St. Germain
Massachusetts
$743K -$117K -4,347 -14%
EI
985
Ellevest Inc
New York
$742K +$448K +16,671 +152%
MPCL
986
My Personal CFO LLC
Washington
$741K +$17.3K +645 +2%
PP
987
Patten & Patten
Tennessee
$739K -$139K -5,166 -16%
BAAM
988
Baker Avenue Asset Management
California
$737K +$20.6K +765 +3%
KAS
989
KPP Advisory Services
Kentucky
$736K +$736K +27,372 New
CMAI
990
Capital Management Associates Inc
Minnesota
$733K +$54.7K +2,034 +8%
RRWA
991
Rainey & Randall Wealth Advisors
Florida
$733K +$18.6K +693 +3%
VWM
992
Valley Wealth Managers
New Jersey
$732K -$63.3K -2,355 -8%
CGF
993
Constant Guidance Financial
Massachusetts
$731K +$731K +27,816 New
PFS
994
Prospect Financial Services
New York
$729K +$226K +8,397 +45%
FFA
995
Fortune Financial Advisors
Kansas
$725K +$725K +26,985 New
TPW
996
Transatlantique Private Wealth
New York
$723K -$140K -5,217 -16%
AP
997
Appleton Partners
Massachusetts
$720K +$27.5K +1,023 +4%
KTM
998
Keeler Thomas Management
Utah
$718K -$649K -24,129 -47%
CPIA
999
Cornell Pochily Investment Advisors
New York
$717K -$147K -5,475 -17%
SWM
1000
Soundmark Wealth Management
Washington
$715K -$62.9K -2,340 -8%
38 39
40
41 42