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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 %
PVI
1051
Pine Valley Investments
New Jersey
$600K +$60.4K +2,247 +11%
SWA
1052
Sax Wealth Advisors
New Jersey
$599K +$32.6K +1,212 +6%
SAM
1053
SP Asset Management
California
$596K +$4.52K +168 +0.8%
AAS
1054
Annex Advisory Services
Wisconsin
$595K +$3.71K +138 +0.6%
JCM
1055
Jacobi Capital Management
Pennsylvania
$591K -$136K -5,052 -19%
SIMG
1056
Sonora Investment Management Group
Arizona
$587K +$20.6K +765 +4%
AA
1057
AlphaQ Advisors
Florida
$585K -$887 -33 -0.2%
FCA
1058
Fortis Capital Advisors
Kansas
$585K +$585K +21,762 New
LIG
1059
Lokken Investment Group
Delaware
$584K +$52K +1,935 +10%
DWT
1060
Dorsey & Whitney Trust
South Dakota
$579K -$129K -4,791 -18%
SPW
1061
Sonoma Private Wealth
California
$576K – – –
APW
1062
Austin Private Wealth
Texas
$571K -$10.5K -396 -2%
KCM
1063
Kanawha Capital Management
Virginia
$571K -$80.6K -3,000 -12%
LIM
1064
Loudon Investment Management
New Hampshire
$567K -$4.27K -159 -0.7%
MCP
1065
Mirador Capital Partners
California
$566K +$2.82K +105 +0.5%
GT
1066
Greenleaf Trust
Michigan
$564K +$119K +4,419 +27%
FFA
1067
Founders Financial Alliance
North Carolina
$562K +$1.61K +60 +0.3%
GGI
1068
Godsey & Gibb Inc
Virginia
$561K +$101K +3,756 +22%
HIC
1069
Holderness Investments Company
North Carolina
$560K +$106K +3,948 +23%
FC
1070
Forte Capital
New York
$557K +$484 +18 +0.1%
4WM
1071
49 Wealth Management
Texas
$555K +$114K +4,266 +26%
HFS
1072
HBC Financial Services
Washington
$552K +$41.6K +1,623 +8%
RCM
1073
Rain Capital Management
Oregon
$551K +$4.03K +150 +0.7%
IPWA
1074
International Private Wealth Advisors
California
$551K -$3.55K -132 -0.6%
SHA
1075
Seneca House Advisors
Virginia
$544K -$152K -5,652 -22%
41 42
43
44 45