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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 %
PCA
1401
Providence Capital Advisors
North Carolina
$185K -$54.9K -2,043 -23%
SIM
1402
Studio Investment Management
Illinois
$179K +$48.6K +1,809 +37%
HIA
1403
Harbor Investment Advisory
Maryland
$175K +$30.7K +1,143 +21%
HI
1404
Hendershot Investments
Virginia
$173K – – –
SIS
1405
Sound Income Strategies
Florida
$173K +$53.5K +1,989 +45%
CMP
1406
Coston McIsaac & Partners
Maine
$167K +$6.91K +258 +4%
WPA
1407
West Paces Advisors
Georgia
$160K +$1.13K +42 +0.7%
PMFA
1408
Plante Moran Financial Advisors
Michigan
$159K +$1.21K +45 +0.8%
WIC
1409
Woodmont Investment Counsel
Tennessee
$156K +$156K +5,820 New
RIA
1410
Realta Investment Advisors
Delaware
$156K -$978K -36,375 -86%
EWM
1411
Evermay Wealth Management
Virginia
$153K +$2.74K +102 +2%
TCG
1412
Transcendent Capital Group
Oklahoma
$153K +$16.5K +615 +12%
RBC
1413
Roble Belko & Company
Pennsylvania
$151K +$18.4K +681 +14%
SIC
1414
SJS Investment Consulting
Ohio
$150K -$257K -9,573 -63%
BAM
1415
Byrne Asset Management
New Jersey
$147K -$139K -5,481 Closed
FPFS
1416
First Personal Financial Services
North Carolina
$135K – – –
CIR
1417
Clear Investment Research
Georgia
$135K +$161 +6 +0.1%
AWM
1418
Activest Wealth Management
Florida
$131K +$131K +4,890 New
HCM
1419
Highlander Capital Management
New Jersey
$128K – – –
JPWM
1420
Jamison Private Wealth Management
Georgia
$127K -$8.87K -330 -7%
CPG
1421
Custom Portfolio Group
Colorado
$127K – – –
CSC
1422
Caldwell Sutter Capital
California
$126K +$82.2K +3,060 +189%
IWA
1423
Icon Wealth Advisors
Texas
$125K – – –
NFSG
1424
Newbridge Financial Services Group
Florida
$122K -$49.4K -1,836 -29%
PCM
1425
Palouse Capital Management
Washington
$120K +$120K +4,476 New
55 56
57
58 59