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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 %
SB
1351
Sunflower Bank
Texas
$222K -$5.56K -207 -2%
T. Rowe Price Associates
1352
T. Rowe Price Associates
Maryland
$222K +$222K +8,250 New
EPP
1353
ETF Portfolio Partners
Kansas
$221K +$968 +36 +0.4%
BWM
1354
Buska Wealth Management
Wisconsin
$220K +$220K +8,199 New
PFA
1355
Pure Financial Advisors
California
$220K +$220K +8,187 New
ZF
1356
Zega Financial
Florida
$219K -$38.3K -1,425 -15%
LSA
1357
Lansing Street Advisors
Pennsylvania
$219K +$219K +8,163 New
GL
1358
Graypoint LLC
New York
$219K -$182K -6,765 -45%
SFG
1359
Sovereign Financial Group
Connecticut
$219K +$219K +8,133 New
UB
1360
UMB Bank
Missouri
$218K – – –
SFG
1361
Synergy Financial Group
California
$218K -$18.1K -672 -8%
FFM
1362
Forum Financial Management
Illinois
$217K +$217K +8,061 New
GT
1363
Glenmede Trust
Pennsylvania
$217K -$75.7K -2,817 -26%
DWM
1364
Destination Wealth Management
California
$216K -$56K -2,085 -21%
SAMT
1365
Select Asset Management & Trust
Pennsylvania
$216K -$222K -8,253 -51%
TC
1366
Trilogy Capital
California
$216K +$216K +8,019 New
PHIC
1367
Pine Haven Investment Counsel
Massachusetts
$215K +$215K +7,998 New
CAM
1368
Covenant Asset Management
New Jersey
$214K +$214K +7,962 New
CG
1369
Caprock Group
Idaho
$213K +$213K +7,938 New
PWP
1370
Precedent Wealth Partners
Texas
$213K -$23.7K -882 -10%
PFM
1371
Peak Financial Management
Massachusetts
$212K +$212K +7,905 New
BWP
1372
BSW Wealth Partners
Colorado
$212K +$212K +7,896 New
GF
1373
Gimbal Financial
Indiana
$212K +$212K +7,875 New
AIA
1374
Allied Investment Advisors
Montana
$211K +$211K +7,869 New
MCM
1375
Morton Capital Management
California
$211K +$211K +7,851 New
53 54
55
56 57