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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
$471M
2
CAM
Cresset Asset Management
Illinois
$147M
3
D
Diversified
Delaware
$91M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$170M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$461M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$737M
2
Bank of America
Bank of America
North Carolina
$581M
3
MFG
Merit Financial Group
Georgia
$53.6M
4
Ameriprise
Ameriprise
Minnesota
$541M
5
GBWM
Granite Bay Wealth Management
New Hampshire
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
1001
Summit Wealth & Retirement Planning
California
$711K -$306K -11,385 -30%
HWAM
1002
Hennion & Walsh Asset Management
New Jersey
$711K -$18.2M -678,498 -96%
SFS
1003
Solitude Financial Services
Virginia
$709K -$160K -5,970 -18%
GWSG
1004
GPS Wealth Strategies Group
Colorado
$706K +$21.5K +801 +3%
SAM
1005
Sawgrass Asset Management
Florida
$706K +$47.2K +1,755 +7%
FPGT
1006
Financial Partners Group (Tennessee)
Tennessee
$698K -$23.9K -888 -3%
WT
1007
Whittier Trust
California
$697K -$853K -31,743 -55%
BIG
1008
Builder Investment Group
Georgia
$689K +$42.9K +1,596 +7%
Kovitz Investment Group Partners
1009
Kovitz Investment Group Partners
Illinois
$689K +$51.5K +1,917 +8%
LF
1010
LifePlan Financial
Minnesota
$687K -$2.26K -84 -0.3%
LAIC
1011
Lederer & Associates Investment Counsel
California
$684K – – –
HIS
1012
Horizon Investment Services
Indiana
$682K -$1.53K -57 -0.2%
MW
1013
Marcum Wealth
Ohio
$681K -$231K -8,601 -25%
9WM
1014
9258 Wealth Management
Ohio
$678K +$678K +25,221 New
MA
1015
Mezzasalma Advisors
New Jersey
$677K -$18.6K -693 -3%
DAS
1016
Diversify Advisory Services
Utah
$677K +$677K +25,326 New
MCWS
1017
McKinley Carter Wealth Services
West Virginia
$676K -$38.4K -1,428 -5%
KFI
1018
Key Financial Inc
Pennsylvania
$673K – – –
FA
1019
FSA Advisors
Michigan
$671K -$12.7K -474 -2%
ODIJL
1020
One Day In July LLC
Vermont
$671K -$11.1K -414 -2%
BTI
1021
Blue Trust Inc
Georgia
$669K +$39.9K +1,485 +6%
FPWM
1022
FSB Premier Wealth Management
Iowa
$663K -$6.77K -252 -1%
BWM
1023
Birchcreek Wealth Management
Ohio
$658K -$3.95K -147 -0.6%
IPAM
1024
Investment Partners Asset Management
New Jersey
$658K -$1.69K -63 -0.3%
SPL
1025
Smart Portfolios LLC
Washington
$655K +$655K +24,375 New
39 40
41
42 43