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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 %
SJIM
401
St. Johns Investment Management
Florida
$5.81M -$205K -7,899 -3%
SMC
402
Smith, Moore & Co
Missouri
$5.8M -$498K -19,194 -8%
HA
403
HC Advisors
Georgia
$5.74M -$198K -7,650 -3%
CS
404
Crescent Sterling
Louisiana
$5.73M +$106K +4,077 +2%
KA
405
Kure Advisory
Minnesota
$5.71M +$217K +8,355 +4%
OCFG
406
O'Connor Financial Group
Illinois
$5.7M +$394K +15,195 +7%
CAG
407
Csenge Advisory Group
Florida
$5.7M -$8.62M -332,751 -60%
GFP
408
Guardian Financial Partners
California
$5.7M +$330K +12,747 +6%
GSIS
409
Global Strategic Investment Solutions
Arizona
$5.67M – – –
PFP
410
Pinnacle Financial Partners
Tennessee
$5.65M +$22.8K +879 +0.4%
PIAS
411
PCA Investment Advisory Services
Ohio
$5.64M +$278K +10,707 +5%
SAM
412
Smithbridge Asset Management
Pennsylvania
$5.62M -$26.9K -1,038 -0.5%
RWA
413
Redhawk Wealth Advisors
Minnesota
$5.62M +$94K +3,627 +2%
LPT
414
Legacy Private Trust
Wisconsin
$5.6M -$67.8K -2,616 -1%
OPPS
415
Obsidian Personal Planning Solutions
Maryland
$5.59M +$343K +13,227 +7%
RDWM
416
Red Door Wealth Management
Tennessee
$5.57M +$71.9K +2,775 +1%
HNWAG
417
High Net Worth Advisory Group
Florida
$5.57M +$308K +11,880 +6%
CA
418
Clearstead Advisors
Ohio
$5.56M +$665K +25,653 +14%
BAM
419
Belpointe Asset Management
Nevada
$5.51M -$279K -10,752 -5%
CWP
420
Concord Wealth Partners
Virginia
$5.44M -$899K -34,695 -14%
HA
421
Hofer & Associates
California
$5.42M +$118K +4,542 +2%
AA
422
Apriem Advisors
California
$5.42M +$410K +15,804 +8%
IF
423
Intrua Financial
Texas
$5.41M +$85.2K +3,288 +2%
AOWM
424
Alpha Omega Wealth Management
Virginia
$5.4M -$73.5K -2,835 -1%
CFA
425
Cahill Financial Advisors
Minnesota
$5.39M +$359K +13,863 +7%
15 16
17
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