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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 %
BHWM
1226
Bar Harbor Wealth Management
New Hampshire
$323K -$161K -6,000 -33%
PCP
1227
Proficio Capital Partners
Massachusetts
$323K -$56.1K -2,088 -15%
WC
1228
Wynn Capital
Georgia
$323K – – –
WTC
1229
WhitTier Trust Company
Nevada
$322K – – –
SLT
1230
St Louis Trust
Missouri
$322K -$165K -6,402 -34%
TA
1231
TFB Advisors
Kansas
$321K +$321K +12,513 New
EW
1232
Element Wealth
Mississippi
$321K +$25.3K +942 +9%
SAM
1233
Seelaus Asset Management
New Jersey
$318K +$1.86K +69 +0.6%
PAM
1234
Pegasus Asset Management
New York
$318K +$13.7K +510 +5%
SPWM
1235
Straight Path Wealth Management
Michigan
$317K – – –
SL
1236
Stevard LLC
Illinois
$316K -$200K -7,434 -39%
HT
1237
Headlands Technologies
Illinois
$315K +$217K +8,070 +222%
BHWM
1238
Beaird Harris Wealth Management
Texas
$315K +$81 +3 +0%
BAM
1239
Bosun Asset Management
Illinois
$314K +$56.4K +2,100 +22%
TH
1240
Team Hewins
California
$313K +$18.6K +693 +6%
GHA
1241
GW Henssler & Associates
Georgia
$310K -$27.4K -1,020 -8%
TI
1242
Tidal Investments
Wisconsin
$310K +$310K +11,529 New
PA
1243
Procyon Advisors
Connecticut
$309K -$48.8K -1,815 -14%
TDC
1244
Thompson Davis & Co
Virginia
$309K +$1.53K +57 +0.5%
NC
1245
NovaPoint Capital
Georgia
$307K -$8.55K -318 -3%
MSCM
1246
McElhenny Sheffield Capital Management
Texas
$307K – – –
GS
1247
GTS Securities
New York
$306K +$38.8K +1,443 +14%
GL
1248
Gerber LLC
Ohio
$306K – – –
SWA
1249
Sightline Wealth Advisors
Connecticut
$304K +$304K +11,295 New
AFA
1250
AA Financial Advisors
Ohio
$302K +$74.7K +2,778 +33%
48 49
50
51 52