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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 %
WWM
1301
Wolff Wiese Magana
California
$256K +$1.21K +45 +0.5%
TWA
1302
TCI Wealth Advisors
Arizona
$256K +$256K +9,510 New
MSG
1303
Main Street Group
Virginia
$255K +$52.8K +1,974 +26%
KA
1304
Klingman & Associates
New York
$254K – – –
SIC
1305
Samalin Investment Counsel
New York
$254K +$1.94K +72 +0.8%
RCAG
1306
Rehmann Capital Advisory Group
Michigan
$253K +$9.28K +345 +4%
PCFFS
1307
Pacific Center for Financial Services
California
$250K +$1.94K +72 +0.8%
Neuberger Berman Group
1308
Neuberger Berman Group
New York
$249K -$37.9K -1,410 -13%
RWRC
1309
R.W. Roge & Company
New York
$247K – – –
CWM
1310
Concentric Wealth Management
California
$247K +$1.13K +42 +0.5%
WP
1311
Wealthspan Partners
Iowa
$246K +$246K +9,168 New
STA
1312
Summit Trail Advisors
New York
$245K – – –
BL
1313
BFSG LLC
California
$245K -$64.6K -2,403 -21%
RSWM
1314
Robertson Stephens Wealth Management
California
$244K +$244K +9,093 New
FSWA
1315
Financial Synergies Wealth Advisors
Texas
$244K +$166K +6,189 +214%
SIAG
1316
Safeguard Investment Advisory Group
California
$244K +$244K +9,078 New
PMSA
1317
Patrick M. Sweeney & Associates
Illinois
$244K +$6.85K +255 +3%
OWA
1318
Outlook Wealth Advisors
Texas
$241K – – –
SFO
1319
Stokes Family Office
Louisiana
$241K +$323 +12 +0.1%
GWANC
1320
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K -$7.98K -297 -3%
SAM
1321
Strategy Asset Managers
California
$240K +$14.1K +525 +6%
WAAG
1322
Wealth Alliance Advisory Group
Kansas
$239K – – –
PWM
1323
Provident Wealth Management
Tennessee
$239K +$239K +8,907 New
MCP
1324
Martin Capital Partners
Oregon
$239K – – –
MAC
1325
Mason & Associates (California)
California
$239K +$10.2K +378 +4%
51 52
53
54 55