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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 %
GB
326
Gunma Bank
Japan
$8.17M -$1.17M -45,000 -13%
Northern Trust
327
Northern Trust
Illinois
$8.08M +$1.56M +60,012 +24%
RF
328
Robbins Farley
New Hampshire
$8.04M +$317K +12,231 +4%
MS
329
Madden Securities
Texas
$8M +$230K +8,889 +3%
MCA
330
Magnolia Capital Advisors
Mississippi
$7.99M +$7.99M +308,304 New
ECG
331
Edge Capital Group
Georgia
$7.96M +$54K +2,082 +0.7%
CAG
332
Curtis Advisory Group
California
$7.84M +$1.21M +46,626 +18%
NB
333
NBT Bank
New York
$7.84M -$66.5K -2,565 -0.8%
SGI
334
Summit Global Investments
Utah
$7.78M -$237K -9,153 -3%
CPP
335
Capasso Planning Partners
South Carolina
$7.78M +$5.16M +199,239 +198%
SIS
336
Strategic Investment Solutions
Illinois
$7.71M +$7.71M +287,775 New
JGCM
337
Joseph Group Capital Management
Ohio
$7.7M +$7.68M +296,334 +35,404%
OHWP
338
Oak Harbor Wealth Partners
North Carolina
$7.7M -$48.7K -1,878 -0.6%
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$7.67M +$243K +9,369 +3%
OPA
340
Old Port Advisors
Maine
$7.66M +$507K +19,551 +7%
GFPC
341
Global Financial Private Client
Florida
$7.6M -$32.3K -1,248 -0.4%
JWBC
342
John W. Brooker & Co
California
$7.59M -$57.6K -2,223 -0.8%
DAS
343
Dynamic Advisor Solutions
Arizona
$7.56M -$1.15M -44,451 -13%
FA
344
Fermata Advisors
California
$7.56M +$145K +5,598 +2%
AWM
345
AE Wealth Management
Kansas
$7.53M +$278K +10,722 +4%
SFS
346
Sowell Financial Services
Arkansas
$7.49M -$1.44M -54,912 -16%
B
347
Bensler
Washington
$7.48M -$781K -30,147 -9%
SWM
348
Spire Wealth Management
Virginia
$7.42M -$252K -9,720 -3%
IIA
349
Integral Investment Advisors
California
$7.41M +$2.6M +101,070 +54%
BFWA
350
Benchmark Financial Wealth Advisors
Florida
$7.38M +$1.2M +46,368 +19%
12 13
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