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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 %
Comerica Bank
426
Comerica Bank
Texas
$5.36M +$18.7K +720 +0.3%
KIA
427
KCM Investment Advisors
California
$5.35M +$309K +11,922 +6%
SWM
428
Scissortail Wealth Management
Oklahoma
$5.32M +$51.6K +1,992 +1%
AWMG
429
Alliance Wealth Management Group
New Jersey
$5.28M -$126K -4,851 -2%
TCM
430
Towercrest Capital Management
Pennsylvania
$5.28M -$126K -4,851 -2%
WIA
431
World Investment Advisors
California
$5.26M +$5.26M +202,821 New
MCA
432
MSH Capital Advisors
Arizona
$5.24M +$641K +24,717 +14%
DBRC
433
D.B. Root & Company
Pennsylvania
$5.23M -$274K -10,581 -5%
CF
434
Centaurus Financial
California
$5.22M +$1.35M +52,014 +35%
BCI
435
Brinker Capital Investments
Pennsylvania
$5.2M +$508K +19,617 +11%
OPS
436
Orion Portfolio Solutions
Nebraska
$5.2M +$508K +19,617 +11%
CWM
437
Centric Wealth Management
Illinois
$5.19M +$223K +8,115 +4%
PCA
438
Pallas Capital Advisors
Massachusetts
$5.19M +$545K +20,031 +12%
SEI Investments
439
SEI Investments
Pennsylvania
$5.18M -$265K -10,230 -5%
BMCM
440
Bryn Mawr Capital Management
Pennsylvania
$5.17M -$584K -22,548 -10%
AFO
441
Arrowroot Family Office
California
$5.16M -$184K -7,095 -3%
ACM
442
Advisors Capital Management
New Jersey
$5.14M +$218K +8,424 +4%
VFIC
443
Valley Forge Investment Consultants
Pennsylvania
$5.11M -$292K -11,247 -5%
EWA
444
Evolution Wealth Advisors
Florida
$5.08M -$85.8K -3,312 -2%
PCIA
445
Prime Capital Investment Advisors
Kansas
$5.08M -$599K -23,127 -11%
MCC
446
Money Concepts Capital
Florida
$5.08M +$99.6K +3,843 +2%
CFG
447
Citizens Financial Group
Rhode Island
$5.05M +$5.05M +192,939 New
PO
448
Private Ocean
California
$5.03M +$2.44M +94,185 +94%
FA
449
Fiduciary Alliance
South Carolina
$5.02M +$269K +10,434 +6%
AUB
450
Atlantic Union Bankshares
Virginia
$5M +$129K +4,995 +3%
16 17
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