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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 %
NEPWA
351
New England Private Wealth Advisors
Massachusetts
$7.37M -$309K -11,919 -4%
TBC
352
Ted Buchan & Co
California
$7.37M +$66.3K +2,559 +0.9%
DC
353
Davenport & Co
Virginia
$7.36M +$898K +34,656 +14%
TA
354
TrueWealth Advisors
Alabama
$7.23M -$574K -22,140 -7%
Fidelity Investments
355
Fidelity Investments
Massachusetts
$7.14M +$246K +9,477 +4%
SCM
356
Stonehearth Capital Management
Massachusetts
$7.09M +$7.09M +273,477 New
FSA
357
Financial Sense Advisors
California
$7.07M +$703K +27,120 +11%
MA
358
MBA Advisors
Pennsylvania
$7.02M +$87.8K +3,387 +1%
SOS
359
Silver Oak Securities
Tennessee
$7.01M -$807K -31,140 -10%
BGAI
360
Bruce G. Allen Investments
Colorado
$6.89M -$107K -4,116 -2%
PIMG
361
Patriot Investment Management Group
Tennessee
$6.88M +$1.24K +48 +0%
SIA
362
Soltis Investment Advisors
Utah
$6.87M -$2.29M -88,209 -25%
OP
363
ORG Partners
Indiana
$6.85M +$6.85M +265,449 New
PSCM
364
Per Stirling Capital Management
Texas
$6.81M -$343K -13,248 -5%
CFO
365
Custos Family Office
Texas
$6.8M +$6.8M +262,359 New
KWM
366
Kingsview Wealth Management
Oregon
$6.77M +$1.24M +47,751 +22%
UWM
367
USAdvisors Wealth Management
Minnesota
$6.7M -$29.3K -1,131 -0.4%
JSL
368
JT Stratford LLC
Georgia
$6.69M +$115K +4,437 +2%
MMA
369
Miracle Mile Advisors
California
$6.66M -$491K -18,948 -7%
PVAMC
370
PPS&V Asset Management Consultants
Michigan
$6.62M -$66.3K -2,556 -1%
SWP
371
Strategic Wealth Partners
Ohio
$6.61M -$22.2K -858 -0.3%
CG
372
Caprock Group
Idaho
$6.6M +$6.39M +243,951 +3,073%
HWM
373
HRC Wealth Management
Idaho
$6.6M +$56.1K +2,163 +0.9%
AOG
374
Alpha Omega Group
Virginia
$6.58M -$271K -10,467 -4%
PF
375
Penney Financial
Texas
$6.53M +$403K +15,561 +7%
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