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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 %
WJWM
1376
Williams Jones Wealth Management
New York
$210K +$210K +7,830 New
OA
1377
Operose Advisors
Wisconsin
$210K – – –
BWP
1378
Bernardo Wealth Planning
Pennsylvania
$210K +$210K +7,821 New
BB
1379
Bell Bank
North Dakota
$210K +$210K +7,818 New
LCM
1380
Lazari Capital Management
California
$210K +$210K +7,800 New
Kayne Anderson Rudnick Investment Management
1381
Kayne Anderson Rudnick Investment Management
California
$209K – – –
BWFA
1382
Baltimore-Washington Financial Advisors
Maryland
$208K +$208K +7,731 New
TFA
1383
Toth Financial Advisory
Virginia
$208K +$8.55K +318 +4%
1IA
1384
1834 Investment Advisors
Wisconsin
$207K +$207K +7,716 New
SSWM
1385
Smith Salley Wealth Management
North Carolina
$207K -$6.93K -258 -3%
TCOV
1386
Trust Company of Vermont
Vermont
$206K – – –
WWM
1387
Wagner Wealth Management
South Carolina
$205K +$1.53K +57 +0.8%
VCWA
1388
Vanguard Capital Wealth Advisors
Colorado
$205K +$205K +7,641 New
ACS
1389
Archford Capital Strategies
Illinois
$204K +$204K +7,584 New
TWM
1390
TMD Wealth Management
Arizona
$203K +$203K +7,560 New
AC
1391
Apella Capital
Connecticut
$202K +$202K +7,626 New
AWM
1392
Aberdeen Wealth Management
Illinois
$202K – – –
PAM
1393
Peak Asset Management
Colorado
$202K +$202K +7,500 New
BBHC
1394
Brown Brothers Harriman & Co
New York
$201K +$198K +7,365 +6,138%
AP
1395
Adero Partners
California
$200K +$200K +7,449 New
MIA
1396
MeadowBrook Investment Advisors
Michigan
$199K – – –
FFL
1397
Financial Freedom LLC
Ohio
$195K +$967 +36 +0.5%
AWM
1398
Abound Wealth Management
Tennessee
$194K -$7.18K -267 -4%
GWS
1399
Glassman Wealth Services
Virginia
$193K +$12.9K +480 +7%
TIM
1400
Tortoise Investment Management
New York
$190K +$131K +4,872 +222%
54 55
56
57 58