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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 %
SMG
376
Smart Money Group
Texas
$6.51M -$961K -34,908 -13%
APC
377
Asset Planning Corporation
Tennessee
$6.46M -$1.13M -43,518 -15%
BMCM
378
Burns Matteson Capital Management
New York
$6.45M +$15.2K +585 +0.2%
DCM
379
Donaldson Capital Management
Indiana
$6.44M +$81.2K +3,132 +1%
PCM
380
Pennsylvania Capital Management
Pennsylvania
$6.41M -$347K -13,404 -5%
Brown Advisory
381
Brown Advisory
Maryland
$6.4M +$1.34M +51,546 +26%
FIC
382
Family Investment Center
Missouri
$6.33M +$99.1K +3,825 +2%
CSPIA
383
Cary Street Partners Investment Advisory
Virginia
$6.26M -$769K -29,673 -11%
BW
384
Bison Wealth
Georgia
$6.24M – – –
BWM
385
Benchmark Wealth Management
Connecticut
$6.23M -$7.78K -300 -0.1%
SWM
386
Sendero Wealth Management
Texas
$6.23M +$133K +5,112 +2%
PF
387
Prosperitas Financial
California
$6.14M +$32.7K +1,260 +0.5%
PTP
388
Platform Technology Partners
New York
$6.1M +$6.1M +235,176 New
LA
389
LexAurum Advisors
Kansas
$6.06M +$365K +14,079 +6%
VWA
390
Visionary Wealth Advisors
Illinois
$6.04M -$213K -8,232 -3%
OCG
391
Opus Capital Group
Ohio
$6.03M – – –
CA
392
CapWealth Advisors
Tennessee
$6.02M +$120K +4,644 +2%
CIC
393
Carnegie Investment Counsel
Ohio
$6M -$14.5K -558 -0.2%
CA
394
Continuum Advisory
Idaho
$5.98M +$20.5K +792 +0.3%
WIP
395
WealthCare Investment Partners
Rhode Island
$5.92M -$565K -21,810 -9%
HSA
396
HBK Sorce Advisory
Pennsylvania
$5.92M -$28.4K -1,095 -0.5%
CC
397
Cypress Capital
Tennessee
$5.89M +$3.1M +119,502 +111%
AIA
398
Armor Investment Advisors
North Carolina
$5.87M +$159K +6,153 +3%
AT
399
Arden Trust
Delaware
$5.86M -$8.63K -333 -0.1%
SW
400
SVB Wealth
Massachusetts
$5.82M -$3.94M -152,139 -40%
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