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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 %
OL
1126
Owen LaRue
Kentucky
$447K -$93.3K -3,471 -17%
PCS
1127
Private Client Services
Kentucky
$443K -$15.3K -570 -3%
PK
1128
Pflug Koory
Nebraska
$439K -$23K -855 -5%
SA
1129
SpiderRock Advisors
Delaware
$438K +$438K +16,692 New
FNBT
1130
FineMark National Bank & Trust
Florida
$437K +$45.2K +1,680 +12%
OPWM
1131
Oxinas Partners Wealth Management
Indiana
$437K -$87.3K -3,249 -17%
LFA
1132
Legacy Financial Advisors
Kentucky
$436K -$12.4K -462 -3%
GWM
1133
GSB Wealth Management
Connecticut
$436K +$9.6K +357 +2%
MWM
1134
Merriman Wealth Management
Washington
$434K +$84.3K +3,138 +24%
WHG
1135
Westwood Holdings Group
Texas
$434K – – –
LWM
1136
Lodestone Wealth Management
Washington
$434K +$11.4K +423 +3%
TWC
1137
TD Waterhouse Canada
Ontario, Canada
$431K -$166K -6,177 -28%
SFM
1138
Signet Financial Management
New Jersey
$431K +$726 +27 +0.2%
IC
1139
IEQ Capital
California
$431K -$35.6K -1,323 -8%
DWG
1140
Darden Wealth Group
Michigan
$428K +$113K +4,221 +36%
SWMG
1141
Sanchez Wealth Management Group
Florida
$425K – – –
OFS
1142
OMC Financial Services
New York
$424K +$424K +15,774 New
NP
1143
NorthRock Partners
Minnesota
$421K -$22.7K -1,143 -5%
1SB
1144
1ST Source Bank
Indiana
$420K – – –
BFC
1145
Bedel Financial Consulting
Indiana
$420K +$81 +3 +0%
CFS
1146
Cannon Financial Strategists
Georgia
$420K +$91.8K +3,417 +28%
DI
1147
Disciplined Investments
Oklahoma
$419K – – –
TFGT
1148
TS Financial Group (TSFG)
Illinois
$417K -$1.57M -58,497 -79%
NG
1149
Norden Group
Utah
$416K +$416K +15,495 New
YIH
1150
Y-Intercept (HK)
Hong Kong
$415K +$415K +15,441 New
44 45
46
47 48