SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,542 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, 549 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,542
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.43%
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
549
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 %
SEP
251
Southland Equity Partners
Missouri
$11.4M +$5.77M +222,786 +102%
GA
252
GSG Advisors
New Jersey
$11.4M +$304K +11,772 +3%
Jane Street
253
Jane Street
New York
$11.4M +$10.1M +391,443 +823%
SFWC
254
Strategic Family Wealth Counselors
New Jersey
$11.3M +$523K +20,187 +5%
Goldman Sachs
255
Goldman Sachs
New York
$11.3M -$2.13M -82,326 -16%
MAG
256
Mayfair Advisory Group
Alabama
$11M +$422K +15,906 +4%
ES
257
Eagle Strategies
New York
$10.9M +$9.37M +361,401 +596%
CMP
258
Courage Miller Partners
Virginia
$10.9M -$37.4K -1,443 -0.3%
BEAM
259
Baker Ellis Asset Management
Washington
$10.8M -$3.73K -144 -0%
SWMG
260
Sard Wealth Management Group
Georgia
$10.7M +$10.2M +394,353 +2,161%
CWA
261
Canvas Wealth Advisors
Kansas
$10.7M +$371K +13,458 +4%
BBW
262
Blue Barn Wealth
Utah
$10.7M +$314K +12,096 +3%
Prudential Financial
263
Prudential Financial
New Jersey
$10.6M -$3.15M -121,509 -23%
AP
264
Advisors Preferred
Maryland
$10.6M +$1.08M +41,700 +11%
PAI
265
Pittenger & Anderson Inc
Nebraska
$10.5M +$429K +16,554 +4%
CNWM
266
Clay Northam Wealth Management
California
$10.5M -$196K -7,575 -2%
WLPWM
267
Walled Lake Planning & Wealth Management
Illinois
$10.4M -$344K -13,278 -3%
MIA
268
Milestone Investment Advisors
Wisconsin
$10.4M -$3M -115,725 -22%
ICM
269
Islay Capital Management
Texas
$10.3M +$359K +13,857 +4%
FFWA
270
FRG Family Wealth Advisors
Washington
$10.3M +$134K +5,070 +1%
MFIM
271
Mesirow Financial Investment Management
Illinois
$10.2M +$196K +7,563 +2%
FMC
272
First Merchants Corp
Indiana
$10.2M -$579K -22,356 -5%
OBWG
273
Onyx Bridge Wealth Group
New York
$10.1M +$1.35M +52,188 +15%
AI
274
Atria Investments
North Carolina
$10.1M -$1.22M -47,214 -11%
TFA
275
Trinity Financial Advisors
Ohio
$10M +$327K +12,483 +3%
9 10
11
12 13