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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 %
SCA
1076
Sage Capital Advisors
South Dakota
$544K +$327K +12,153 +151%
WAL
1077
W Advisors LLC
Tennessee
$542K +$35.4K +1,317 +7%
S
1078
SignatureFD
Georgia
$541K +$84.1K +3,129 +18%
KFA
1079
Kelleher Financial Advisors
New York
$539K +$153K +5,700 +40%
KFS
1080
Kelly Financial Services
Massachusetts
$537K +$37.8K +1,407 +8%
RRA
1081
Round Rock Advisors
Connecticut
$532K +$2.58K +96 +0.5%
TP
1082
Tranquility Partners
Tennessee
$531K +$6.53K +243 +1%
CIA
1083
Covington Investment Advisors
Pennsylvania
$528K -$5.65K -210 -1%
SCM
1084
Saxony Capital Management
Missouri
$528K +$528K +19,641 New
ACM
1085
AlphaStar Capital Management
North Carolina
$521K +$521K +19,377 New
NSAM
1086
North Star Asset Management
Wisconsin
$518K +$2.9K +108 +0.6%
CCP
1087
Clarkston Capital Partners
Michigan
$517K +$13.9K +519 +3%
LC
1088
LCNB Corp
Ohio
$516K +$12.1K +450 +2%
FA
1089
Fountainhead AM
New Jersey
$507K +$107K +3,990 +27%
MWM
1090
Maripau Wealth Management
Indiana
$505K +$125K +4,665 +33%
QWM
1091
Quadcap Wealth Management
Texas
$505K +$92.2K +3,432 +22%
PIA
1092
Pinion Investment Advisors
Kansas
$501K +$501K +18,630 New
PP
1093
PDS Planning
Ohio
$500K +$10.6K +396 +2%
VPIM
1094
Vanguard Personalized Indexing Management
California
$500K – – –
QCM
1095
QRG Capital Management
Illinois
$499K +$499K +18,579 New
TPW
1096
Tiller Private Wealth
Pennsylvania
$498K -$8.06K -300 -2%
PWM
1097
Prosperity Wealth Management
California
$497K +$7.74K +288 +2%
CC
1098
Commons Capital
Massachusetts
$496K +$43.5K +1,617 +10%
SIMC
1099
Squire Investment Management Company
Utah
$495K +$55.2K +2,052 +13%
TCM
1100
Traynor Capital Management
Pennsylvania
$495K +$173K +6,426 +54%
42 43
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