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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 %
TA
1326
TFG Advisers
Michigan
$238K +$238K +8,865 New
OCM
1327
Objective Capital Management
Ohio
$238K – – –
FA
1328
Flagstar Advisors
New York
$238K -$2.1K -78 -0.9%
PA
1329
Perennial Advisors
New York
$238K – – –
RGC
1330
Roberts, Glore & Co
Illinois
$237K – – –
TB
1331
Treynor Bancshares
Iowa
$237K -$6.05K -225 -2%
Legacy Financial Group (Iowa)
1332
Legacy Financial Group (Iowa)
Iowa
$237K +$237K +8,808 New
EWM
1333
Executive Wealth Management
Michigan
$236K -$73.6K -2,757 -24%
MG
1334
Mather Group
Illinois
$236K -$2.74K -108 -1%
LFG
1335
Larson Financial Group
Missouri
$236K +$20.8K +774 +10%
BCP
1336
Blue Chip Partners
Michigan
$235K +$887 +33 +0.4%
WG
1337
Wealth Group
North Carolina
$234K +$234K +8,700 New
AAG
1338
Accordant Advisory Group
Maryland
$234K +$234K +8,700 New
MWM
1339
MinichMacGregor Wealth Management
New York
$233K +$882 +33 +0.4%
WAS
1340
WESPAC Advisors SoCal
California
$233K +$20.2K +750 +9%
PAA
1341
Peregrine Asset Advisers
Oregon
$233K – – –
KFGK
1342
Keystone Financial Group (Kentucky)
Kentucky
$232K +$403 +15 +0.2%
MFG
1343
Magnus Financial Group
New York
$231K +$231K +8,583 New
ERIC
1344
Eagle Rock Investment Company
Georgia
$230K +$4.92K +183 +2%
NB
1345
Nicolet Bankshares
Wisconsin
$227K +$227K +8,457 New
SSG
1346
Summit Securities Group
New York
$226K +$226K +8,400 New
DA
1347
DCM Advisors
New York
$226K – – –
ICG
1348
InterOcean Capital Group
Tennessee
$223K -$102K -3,813 -31%
CIS
1349
Continental Investors Services
Washington
$223K +$223K +8,343 New
EWA
1350
Etesian Wealth Advisors
Oregon
$223K -$10.6K -393 -5%
52 53
54
55 56