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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 %
HPC
1176
HM Payson & Co
Maine
$386K -$8.39K -312 -2%
ESB
1177
Essex Savings Bank
Connecticut
$386K – – –
GIM
1178
Guild Investment Management
California
$385K +$385K +14,340 New
FAIM
1179
Financial Advocates Investment Management
Washington
$384K +$49.5K +1,860 +15%
CAM
1180
Carret Asset Management
New York
$384K +$68.9K +2,565 +22%
EIP
1181
Ellis Investment Partners
Pennsylvania
$382K -$126K -4,674 -25%
PS
1182
Planned Solutions
California
$381K +$15.7K +585 +4%
AA
1183
AlphaMark Advisors
Kentucky
$380K +$27.6K +1,026 +8%
BI
1184
Ballast Inc
Kentucky
$379K – – –
LFA
1185
LGT Financial Advisors
Texas
$378K -$102K -3,801 -21%
OFG
1186
Omega Financial Group
California
$378K +$2.82K +105 +0.8%
SLA
1187
Silver Lake Advisory
Utah
$375K +$375K +13,950 New
GAM
1188
Grandview Asset Management
Pennsylvania
$374K -$11.3K -420 -3%
FM
1189
Foster & Motley
Ohio
$372K -$22.3K -831 -6%
RWM
1190
RKL Wealth Management
Pennsylvania
$371K -$29.8K -1,110 -7%
DSCM
1191
Del-Sette Capital Management
New York
$368K -$137K -5,091 -27%
CWG
1192
Cornerstone Wealth Group
North Carolina
$366K +$366K +13,629 New
AIC
1193
Argus Investors Counsel
New York
$362K +$1.61K +60 +0.4%
SP
1194
Successful Portfolios
Florida
$361K +$32.5K +1,209 +10%
BB
1195
Busey Bank
Illinois
$360K +$148K +5,496 +70%
OFS
1196
Oldfather Financial Services
Nebraska
$359K +$359K +13,353 New
CAL
1197
Capital Advisors Ltd
Ohio
$358K +$484 +18 +0.1%
CAG
1198
Compass Advisory Group
New York
$357K -$199K -7,422 -36%
SNBOSD
1199
Security National Bank of So Dak
Iowa
$357K – – –
TCM
1200
TD Capital Management
Tennessee
$357K +$31K +1,152 +10%
46 47
48
49 50