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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 %
MWA
1026
Moser Wealth Advisors
Washington
$655K -$12.1K -450 -2%
FSC
1027
Full Sail Capital
Oklahoma
$652K +$652K +24,246 New
RIL
1028
Rothschild Investment LLC
Illinois
$642K +$5.64K +210 +0.9%
OWM
1029
OneAscent Wealth Management
Alabama
$639K +$8.78K +327 +1%
FC
1030
Fulcrum Capital
Washington
$639K – – –
VCAM
1031
Van Cleef Asset Management
Ohio
$639K -$39.4K -1,467 -6%
JFG
1032
Jefferies Financial Group
New York
$635K – – –
DWMS
1033
Dominguez Wealth Management Solutions
Virginia
$634K -$4.52K -168 -0.7%
GAM
1034
Gemmer Asset Management
California
$631K +$258K +9,600 +69%
IAG
1035
Investmark Advisory Group
Connecticut
$631K -$245K -9,108 -28%
BCG
1036
Breakwater Capital Group
New Jersey
$620K +$2.82K +105 +0.5%
BTWM
1037
Brass Tax Wealth Management
Ohio
$620K +$620K +23,070 New
VHAM
1038
Van Hulzen Asset Management
California
$620K +$38.7K +1,440 +7%
SIC
1039
Sigma Investment Counselors
Michigan
$618K +$36.4K +1,356 +6%
CCA
1040
Cobblestone Capital Advisors
New York
$617K +$7.98K +297 +1%
HIP
1041
HUB Investment Partners
Texas
$615K +$233K +8,664 +61%
NHC
1042
Nicholas Hoffman & Company
Georgia
$615K +$219K +8,151 +55%
Jones Financial Companies
1043
Jones Financial Companies
Missouri
$615K +$570K +21,201 +1,262%
MC
1044
Moors & Cabot
Massachusetts
$614K -$30.5K -1,134 -5%
FWA
1045
FSM Wealth Advisors
Ohio
$613K – – –
SL
1046
Salomon & Ludwin
Virginia
$613K +$58.9K +2,190 +11%
RPGK
1047
Retirement Planning Group (Kansas)
Kansas
$607K -$41.6K -1,548 -6%
KCFA
1048
Key Client Fiduciary Advisors
New Jersey
$603K -$17K -633 -3%
CD
1049
Chapin Davis
Maryland
$603K +$92.8K +3,453 +18%
WSTAM
1050
Wilbanks Smith & Thomas Asset Management
Virginia
$602K -$75.2K -2,799 -11%
40 41
42
43 44