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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 %
AFAS
1251
Acorn Financial Advisory Services
Virginia
$302K -$130K -4,827 -30%
GC
1252
GFG Capital
Florida
$301K – – –
LRPA
1253
L. Roy Papp & Associates
Arizona
$300K – – –
DLCIG
1254
D.L. Carlson Investment Group
New Hampshire
$299K -$645 -24 -0.2%
WP
1255
Westmount Partners
California
$299K -$38.9K -1,446 -12%
WE
1256
Wealth Effects
Massachusetts
$297K +$7.66K +285 +3%
EP
1257
Edgestream Partners
New Jersey
$296K -$468K -17,430 -61%
LCM
1258
Leisure Capital Management
California
$295K -$4.44K -165 -1%
CWM
1259
Calamos Wealth Management
Illinois
$293K +$564 +21 +0.2%
MBI
1260
May Barnhard Investments
Maryland
$291K +$2.18K +81 +0.8%
NWMG
1261
National Wealth Management Group
Ohio
$291K +$16.2K +603 +6%
JC
1262
JB Capital
Connecticut
$290K -$378K -14,052 -57%
NWM
1263
Northcape Wealth Management
New York
$290K – – –
HA
1264
HFG Advisors
Ohio
$289K – – –
HAM
1265
Harmony Asset Management
Arizona
$288K +$72.3K +2,691 +34%
TWM
1266
Tanglewood Wealth Management
Texas
$287K – – –
CGA
1267
Crescent Grove Advisors
Illinois
$286K -$181K -6,717 -39%
EWM
1268
Evercore Wealth Management
New York
$284K – – –
MFC
1269
Morris Financial Concepts
South Carolina
$283K – – –
DAM
1270
Delta Asset Management
Tennessee
$282K -$21.3K -792 -7%
EFN
1271
Equita Financial Network
Pennsylvania
$282K +$282K +10,485 New
MWA
1272
Meridian Wealth Advisors
Texas
$281K – – –
TC
1273
Tenret Company
Florida
$281K – – –
BPWM
1274
Badgley Phelps Wealth Managers
Washington
$279K -$34.9K -1,299 -11%
JHCP
1275
Jackson Hole Capital Partners
Oklahoma
$278K -$90K -3,348 -24%
49 50
51
52 53