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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LWANC
1451
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.6K 900 – –
TAM
1452
Tucker Asset Management
Colorado
$71.9K 892 – –
CPA
1453
Cardiff Park Advisors
California
$71.8K 891 +639 +254%
FDCDDQ
1454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.6K 875 – –
Russell Investments Group
1455
Russell Investments Group
United Kingdom
$67K 831 +831 New
TSWM
1456
Tyler-Stone Wealth Management
Ohio
$66.9K 829 -211 -20%
RAM
1457
Riggs Asset Management
Pennsylvania
$63.8K 791 +6 +0.8%
MA
1458
MCF Advisors
Kentucky
$62.9K 780 -489 -39%
GTAM
1459
Global Trust Asset Management
Florida
$61.4K 762 – –
VWWMG
1460
Vermillion & White Wealth Management Group
Pennsylvania
$60.3K 748 +748 New
JWA
1461
JFS Wealth Advisors
Pennsylvania
$59.6K 739 – –
GWSA
1462
Global Wealth Strategies & Associates
Colorado
$58.9K 730 +20 +3%
SAG
1463
Spotlight Asset Group
Illinois
$56.4K 700 – –
LC
1464
Lindbrook Capital
California
$55.7K 691 – –
WIA
1465
Wetzel Investment Advisors
Indiana
$55.6K 733 – –
PG
1466
Proffitt & Goodson
Tennessee
$52.4K 650 +650 New
JFG
1467
JDM Financial Group
Texas
$50.3K 623 +2 +0.3%
AA
1468
Addison Advisors
Vermont
$50.1K 621 – –
VDBMI
1469
Van Den Berg Management I
Texas
$49.1K 609 – –
FCMT
1470
Founders Capital Management (Texas)
Texas
$48.4K 600 – –
AIC
1471
Archer Investment Corporation
Indiana
$47.9K 594 +1 +0.2%
VWM
1472
Venturi Wealth Management
Texas
$46.6K 578 +1 +0.2%
CYG
1473
Clean Yield Group
Vermont
$45.6K 566 – –
BWP
1474
Baldwin Wealth Partners
Massachusetts
$44.3K 549 – –
TWD
1475
True Wealth Design
Ohio
$42.2K 524 +2 +0.4%
57 58
59
60 61