SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,541 hedge funds and large institutions have $20.4B invested in Schwab US Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 660 increasing their positions, 548 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.41%
Holding in Top 10
224
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.03%
% of All Funds
3.26%
New
105
Increased
660
Reduced
548
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$759M
2
SLI
Sumitomo Life Insurance
Japan
+$199M
3
AAS
Avantax Advisory Services
Texas
+$38.6M
4
Bank of America
Bank of America
North Carolina
+$30M
5
AF
Allworth Financial
California
+$28.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$181M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$78.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$64.2M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
226
Family Capital Management
Michigan
$13.6M -$485K -18,699 -3%
SCA
227
Snowden Capital Advisors
New York
$13.5M +$338K +12,909 +3%
MWA
228
MFA Wealth Advisors
Pennsylvania
$13.4M -$164K -6,345 -1%
MCM
229
Mendel Capital Management
Arkansas
$13.3M -$258K -9,954 -2%
SCP
230
Shorepoint Capital Partners
Massachusetts
$13.2M -$310K -11,943 -2%
PRS
231
Pinkerton Retirement Specialists
Idaho
$13M -$5.33M -205,803 -29%
CFG
232
Cooper Financial Group
California
$12.9M +$957K +36,921 +8%
CAP
233
Columbia Advisory Partners
Washington
$12.8M -$686K -26,484 -5%
CAAS
234
Capital Asset Advisory Services
Michigan
$12.7M +$787K +30,600 +7%
SEIA
235
Signature Estate & Investment Advisors
California
$12.6M +$12.6M +485,547 New
IWM
236
IHT Wealth Management
Illinois
$12.5M -$452K -17,454 -3%
Citigroup
237
Citigroup
New York
$12.4M -$1.25M -48,099 -9%
IAS
238
Investment Advisory Services
Texas
$12.4M +$66.1K +2,550 +0.5%
FPIS
239
Financial Planning & Information Services
Wisconsin
$12.3M +$1.37M +52,758 +12%
TFS
240
Thoroughbred Financial Services
Tennessee
$12.3M +$1.3M +49,983 +12%
SB
241
Strategic Blueprint
Georgia
$12.2M +$1.77M +68,157 +17%
KJWM
242
Kiley Juergens Wealth Management
Washington
$12M +$1.02M +39,429 +9%
AWA
243
Acorn Wealth Advisors
Michigan
$11.9M -$352K -13,581 -3%
PWM
244
Perigon Wealth Management
California
$11.9M -$262K -10,122 -2%
NIWA
245
New Insight Wealth Advisors
California
$11.9M +$909K +35,070 +8%
JIP
246
Jaffetilchin Investment Partners
Florida
$11.7M +$273K +10,545 +2%
Two Sigma Investments
247
Two Sigma Investments
New York
$11.6M +$11.6M +448,500 New
LNB
248
Ledyard National Bank
$11.6M +$1.56M +60,375 +16%
SFG
249
SevenBridge Financial Group
Pennsylvania
$11.6M +$245K +9,258 +2%
FCI
250
Financial Counselors Inc
Kansas
$11.5M -$273K -10,518 -2%
8 9
10
11 12