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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 %
SCM
301
Spreng Capital Management
Ohio
$9.05M -$169K -6,528 -2%
YIA
302
YHB Investment Advisors
Connecticut
$8.94M +$253K +9,759 +3%
MGIA
303
Moneta Group Investment Advisors
Missouri
$8.93M +$818K +31,557 +10%
BCM
304
Brookstone Capital Management
Illinois
$8.86M +$301K +10,953 +4%
MWA
305
Merkkuri Wealth Advisors
New York
$8.86M +$8.86M +341,907 New
BAG
306
Bridgewealth Advisory Group
California
$8.86M +$933K +36,003 +12%
RMF
307
Red Mountain Financial
Colorado
$8.85M +$8.85M +341,553 New
BWA
308
BlueChip Wealth Advisors
Georgia
$8.82M +$141K +5,454 +2%
CCG
309
Coastwise Capital Group
California
$8.81M -$286K -11,025 -3%
SSWM
310
Sheets Smith Wealth Management
North Carolina
$8.8M -$145K -5,592 -2%
AFG
311
Albion Financial Group
Utah
$8.79M +$8.71M +336,075 +11,203%
PFWA
312
Paces Ferry Wealth Advisors
Georgia
$8.77M +$714K +27,552 +9%
LFAS
313
Level Four Advisory Services
Texas
$8.71M -$1.26M -48,522 -13%
CST
314
Charles Schwab Trust
Nevada
$8.63M +$217K +8,376 +3%
YLHM
315
Yelin Lapidot Holdings Management
Israel
$8.6M – – –
DCM
316
Davis Capital Management
Florida
$8.41M -$172K -6,648 -2%
SC
317
Scotia Capital
Ontario, Canada
$8.38M -$290K -11,205 -3%
TA
318
TruWealth Advisors
Louisiana
$8.37M -$21.8M -842,646 -72%
BIA
319
Bell Investment Advisors
California
$8.35M -$57.9K -2,235 -0.7%
HAS
320
HBW Advisory Services
California
$8.3M +$447K +17,232 +6%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$8.26M +$7.67M +295,941 +1,293%
CWM
322
Congress Wealth Management
Massachusetts
$8.22M +$48.4K +1,869 +0.6%
JWS
323
Juncture Wealth Strategies
Arizona
$8.22M +$659K +25,431 +9%
HGERS
324
Householder Group Estate & Retirement Specialist
Arizona
$8.22M +$529K +20,391 +7%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$8.19M -$42.1K -1,626 -0.5%
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