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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 %
SWM
1101
Stockman Wealth Management
Montana
$495K -$31.8K -1,185 -6%
ZIMP
1102
Zimmermann Investment Management & Planning
Pennsylvania
$494K -$367K -13,641 -43%
ACP
1103
Aveo Capital Partners
Colorado
$493K +$493K +18,975 New
ECM
1104
Evergreen Capital Management
Washington
$492K -$81 -3 -0%
SWMG
1105
Sard Wealth Management Group
Georgia
$491K +$491K +18,252 New
FCA
1106
FinTrust Capital Advisors
South Carolina
$488K +$968 +36 +0.2%
RZH
1107
Relyea Zuckerberg Hanson
Connecticut
$488K +$32.3K +1,200 +7%
MWA
1108
Midland Wealth Advisors
Illinois
$486K +$486K +18,093 New
CE
1109
Cornerstone Enterprises
Wisconsin
$482K -$365K -13,656 -43%
HB
1110
HTLF Bank
Colorado
$482K +$482K +17,931 New
HTC
1111
Haverford Trust Company
Pennsylvania
$481K – – –
CA
1112
Centerpoint Advisors
Massachusetts
$480K -$340K -12,663 -41%
T
1113
Tidemark
California
$479K +$81 +3 +0%
SCTC
1114
Sanibel Captiva Trust Company
Florida
$478K +$478K +17,799 New
CSI
1115
Cross Staff Investments
New York
$475K -$2.82K -105 -0.6%
FA
1116
Fiducient Advisors
Illinois
$473K +$473K +17,610 New
CA
1117
CGN Advisors
Kansas
$470K +$61.3K +2,280 +15%
QCM
1118
Quantinno Capital Management
New York
$470K +$152K +5,664 +48%
ALWM
1119
Andrews Lucia Wealth Management
California
$466K -$77.1K -2,868 -14%
FA
1120
FC Advisory
Pennsylvania
$462K -$94K -3,498 -17%
AFG
1121
Arkansas Financial Group
Arkansas
$459K +$887 +33 +0.2%
VCM
1122
Virtue Capital Management
Tennessee
$453K +$453K +17,571 New
HR
1123
Howe & Rusling
New York
$451K +$380K +14,136 +531%
CWA
1124
CM Wealth Advisors
Ohio
$451K +$39.6K +1,518 +10%
BWM
1125
BKM Wealth Management
Wisconsin
$449K +$17.3K +645 +4%
43 44
45
46 47