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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 %
HA
1201
Herold Advisors
New York
$356K +$87.3K +3,246 +32%
BKA
1202
Brick & Kyle Associates
Pennsylvania
$352K -$41K -1,545 -10%
ZIM
1203
Zacks Investment Management
Illinois
$351K -$265K -9,870 -43%
FWM
1204
Finer Wealth Management
Massachusetts
$350K -$31K -1,155 -8%
WP
1205
WMS Partners
Maryland
$349K +$564 +21 +0.2%
CCFCSB
1206
Cape Cod Five Cents Savings Bank
Massachusetts
$349K – – –
ONSWM
1207
Old North State Wealth Management
North Carolina
$348K +$6.86K +255 +2%
ODG
1208
O'Dell Group
Ohio
$347K +$2.42K +90 +0.7%
AFA
1209
Atlas Financial Advisors
California
$345K +$43K +1,599 +14%
LSIA
1210
LaSalle St. Investment Advisors
Illinois
$344K -$68.6K -2,556 -17%
RWA
1211
River Wealth Advisors
Pennsylvania
$344K +$83.5K +3,105 +32%
ME
1212
McIlrath & Eck
Washington
$342K -$127K -4,743 -27%
SSW
1213
Stone Summit Wealth
Florida
$342K +$18.1K +672 +6%
BWL
1214
Bogart Wealth LLC
Virginia
$341K -$44.8K -1,665 -12%
OWP
1215
Obermeyer Wealth Partners
Colorado
$341K -$50K -1,860 -13%
Tudor Investment Corp
1216
Tudor Investment Corp
Connecticut
$339K +$339K +12,627 New
DW
1217
Durante & Waters
New York
$339K – – –
HWA
1218
Heritage Wealth Advisors
Virginia
$338K +$326K +12,126 +2,695%
LWA
1219
Lantern Wealth Advisors
New York
$335K +$87.1K +3,240 +35%
MC
1220
Montag & Caldwell
Georgia
$329K +$329K +12,252 New
KWM
1221
KFG Wealth Management
Indiana
$329K +$329K +12,237 New
CAWM
1222
Capital Advisors Wealth Management
Washington
$328K -$26.2K -975 -7%
AAG
1223
Armstrong Advisory Group
Massachusetts
$325K – – –
JBA
1224
Johnson Bixby & Associates
Washington
$323K +$161 +6 +0%
BlackRock
1225
BlackRock
New York
$323K -$141K -5,232 -30%
47 48
49
50 51