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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 %
W
1276
WealthCollab
Washington
$278K -$7.82K -291 -3%
HKIMG
1277
Hutchens & Kramer Investment Management Group
Indiana
$278K +$3.85K +144 +1%
FFA
1278
First Foundation Advisors
California
$276K -$4.52K -168 -2%
PFBT
1279
Parkside Financial Bank & Trust
Missouri
$275K +$1.13K +42 +0.4%
HAC
1280
Harbor Advisory Corp
New Hampshire
$275K – – –
GC
1281
Grimes & Company
Massachusetts
$275K +$14.8K +549 +6%
1WM
1282
1900 Wealth Management
Texas
$273K +$2.1K +78 +0.8%
AIM
1283
Acropolis Investment Management
Missouri
$272K -$3.23K -120 -1%
GWMR
1284
GC Wealth Management RIA
Massachusetts
$270K – – –
SNBOSCI
1285
Security National Bank of Sioux City Iowa
Iowa
$269K +$3.23K +120 +1%
WA
1286
Waterford Advisors
New York
$268K – – –
CAM
1287
Clark Asset Management
New Hampshire
$268K -$188K -6,984 -41%
ACA
1288
American Capital Advisory
Idaho
$268K -$190K -7,806 -42%
WFA
1289
West Financial Advisors
Iowa
$268K – – –
RCA
1290
Resonant Capital Advisors
Wisconsin
$267K +$10.9K +405 +4%
FMWA
1291
Forvis Mazars Wealth Advisors
Missouri
$267K +$2.02K +75 +0.8%
SM
1292
Sensible Money
Arizona
$267K +$161 +6 +0.1%
GP
1293
Girard Partners
Pennsylvania
$264K -$24.4K -906 -8%
MLA
1294
My Legacy Advisors
Oregon
$264K -$64.5K -2,400 -20%
VWM
1295
Vigilare Wealth Management
Arizona
$263K -$70.2K -2,613 -21%
CB
1296
CNB Bank
Pennsylvania
$263K -$27.6K -1,026 -9%
MF
1297
Manchester Financial
California
$262K -$26.4K -981 -9%
SFP
1298
Strategic Financial Partners
Oregon
$258K +$1.94K +72 +0.8%
HCM
1299
Howland Capital Management
Massachusetts
$258K +$258K +9,615 New
RBCM
1300
Raub Brock Capital Management
California
$257K -$2.45M -91,077 -91%
50 51
52
53 54