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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 %
TF
1426
Tompkins Financial
New York
$119K +$45.3K +1,686 +61%
RTL
1427
Red Tortoise LLC
Georgia
$116K +$81 +3 +0.1%
GI
1428
GAMMA Investing
California
$114K – – –
MJRIC
1429
Mogy Joel R Investment Counsel
California
$112K +$112K +4,155 New
MPWT
1430
MassMutual Private Wealth & Trust
Connecticut
$111K -$5.3M -197,247 -98%
VL
1431
Vima LLC
Michigan
$111K -$2.93K -120 -3%
LI
1432
LRI Investments
Florida
$110K +$110K +4,095 New
PWMG
1433
Prestige Wealth Management Group
New Jersey
$100K – – –
PIP
1434
Peachtree Investment Partners
Florida
$99.2K +$726 +27 +0.7%
HDIM
1435
Hanson & Doremus Investment Management
Vermont
$97K – – –
UIA
1436
Ulland Investment Advisors
Minnesota
$96K -$31.9K -1,191 -25%
BA
1437
Ballast Advisors
Minnesota
$95.7K – – –
VC
1438
Vestor Capital
Illinois
$95K +$95K +3,540 New
BL
1439
Balentine LLC
Georgia
$92.6K -$302K -11,241 -77%
AT
1440
Avalon Trust
New Mexico
$91.9K – – –
CFFP
1441
Center for Financial Planning
Michigan
$91K -$29.4K -1,095 -24%
SN
1442
Sittner & Nelson
Oregon
$84.5K – – –
GJWM
1443
Gilliland Jeter Wealth Management
Arkansas
$83.8K +$83.8K +3,117 New
QCG
1444
Quadrant Capital Group
Ohio
$81.8K +$81.8K +3,045 New
HFS
1445
Hantz Financial Services
Michigan
$81K – – –
AFG
1446
Albion Financial Group
Utah
$80.6K – – –
VWA
1447
Valued Wealth Advisors
Utah
$80.6K +$80.6K +3,000 New
GEA
1448
Glen Eagle Advisors
New Jersey
$78.6K +$11.7K +435 +17%
ITIM
1449
Indiana Trust & Investment Management
Indiana
$74.9K – – –
Allspring Global Investments
1450
Allspring Global Investments
North Carolina
$73.5K -$112K -4,176 -60%
56 57
58
59 60