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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 %
MA
276
MONECO Advisors
Connecticut
$9.92M -$1.11M -42,837 -10%
AA
277
Advisory Alpha
Michigan
$9.9M +$8.85M +341,523 +844%
MFG
278
Midwest Financial Group
Kansas
$9.81M +$238K +9,192 +2%
WAG
279
Winthrop Advisory Group
Massachusetts
$9.78M -$35.6K -1,374 -0.4%
VNA
280
Valley National Advisers
Pennsylvania
$9.75M -$587K -22,638 -6%
GB
281
Goepper Burkhardt
South Carolina
$9.75M +$164K +6,330 +2%
RWM
282
Rezny Wealth Management
Florida
$9.72M +$9.72M +375,156 New
CFMC
283
Curbstone Financial Management Corp
New Hampshire
$9.7M +$408K +15,750 +4%
FPAS
284
Focus Partners Advisor Solutions
Missouri
$9.67M +$423K +16,305 +5%
HBW
285
Hazlett, Burt & Watson
West Virginia
$9.63M +$85.7K +3,309 +0.9%
AWM
286
Avior Wealth Management
Nebraska
$9.6M -$22K -849 -0.2%
DFA
287
DHJJ Financial Advisors
Illinois
$9.55M +$257K +9,900 +3%
UCFA
288
United Capital Financial Advisors
Texas
$9.48M -$1.38M -53,178 -13%
VCP
289
Verus Capital Partners
Arizona
$9.42M +$1.27M +48,945 +16%
PCWA
290
Pacific Capital Wealth Advisors
California
$9.41M +$4.95M +191,052 +111%
CL
291
Choreo LLC
Illinois
$9.41M +$2.41M +93,330 +34%
PS
292
Principal Securities
Iowa
$9.38M -$3.41M -131,649 -27%
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$9.32M -$1.13M -43,716 -11%
MF
294
Meridian Financial
Massachusetts
$9.31M +$260K +10,050 +3%
HCP
295
Holt Capital Partners
Texas
$9.25M -$39.7K -1,533 -0.4%
OC
296
Oppenheimer & Co
New York
$9.23M +$896K +34,554 +11%
SS
297
Sunbelt Securities
Texas
$9.14M +$586K +22,596 +7%
XF
298
XML Financial
Maryland
$9.12M +$238K +9,180 +3%
GSIAS
299
Garden State Investment Advisory Services
New Jersey
$9.12M +$48.1K +1,836 +0.5%
CFGS
300
Concourse Financial Group Securities
Alabama
$9.08M +$576K +21,978 +7%
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