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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
1
Sumitomo Life Insurance
Japan
$471M
2
CAM
2
Cresset Asset Management
Illinois
$147M
3
D
3
Diversified
Delaware
$91M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$170M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$461M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$737M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
MFG
3
Merit Financial Group
Georgia
$53.6M
4
Ameriprise
4
Ameriprise
Minnesota
$541M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
1151
Kathmere Capital Management
Pennsylvania
$415K – – –
AIM
1152
Aspen Investment Management
Michigan
$414K +$8.15K +303 +2%
DSC
1153
Duncker Streett & Co
Missouri
$411K +$81 +3 +0%
RWP
1154
Ridgecrest Wealth Partners
California
$410K +$81 +3 +0%
CAM
1155
Costello Asset Management
Pennsylvania
$410K +$83.4K +3,102 +26%
M1FG
1156
Mach-1 Financial Group
Arkansas
$409K +$11.4K +423 +3%
DP
1157
DDD Partners
Washington
$408K -$39M -1,449,261 -99%
NCM
1158
Next Capital Management
New York
$408K -$3.39K -126 -0.8%
CTWM
1159
Cherry Tree Wealth Management
Minnesota
$407K +$50.4K +1,875 +14%
MFWP
1160
Mosaic Family Wealth Partners
Missouri
$406K – – –
ORC
1161
O'Rourke & Company
Massachusetts
$406K +$72K +2,682 +22%
TF
1162
Tenon Financial
New Jersey
$406K +$406K +15,105 New
GA
1163
GoalVest Advisory
New York
$404K +$371K +13,791 +1,118%
HWM
1164
Heirloom Wealth Management
Colorado
$404K -$196K -7,281 -33%
FFO
1165
Fiduciary Family Office
Florida
$403K -$48.4K -1,800 -11%
TI
1166
Trexquant Investment
Connecticut
$403K -$411K -15,300 -51%
LEFP
1167
Leading Edge Financial Planning
Tennessee
$402K -$223K -8,313 -36%
AIMC
1168
Alley Investment Management Company
Illinois
$402K -$323 -12 -0.1%
FP
1169
Financial Perspectives
Minnesota
$401K +$35.4K +1,317 +10%
RFN
1170
Redwood Financial Network
Ohio
$397K -$192K -7,131 -33%
CWM
1171
Castle Wealth Management
Florida
$394K – – –
CA
1172
Carson Advisory
Georgia
$392K -$25.4K -945 -6%
GWA
1173
GGM Wealth Advisors
Maryland
$388K +$388K +14,643 New
RWB
1174
RMR Wealth Builders
New Jersey
$388K +$22.6K +840 +6%
MHR
1175
Matthew Hamilton Rosenberg
$388K -$142K -5,331 -27%
45 46
47
48 49