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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 %
AAP
451
Arax Advisory Partners
Colorado
$4.99M -$144K -5,571 -3%
WP
452
WealthPLAN Partners
Nebraska
$4.98M +$186K +7,170 +4%
FCA
453
FLC Capital Advisors
California
$4.97M +$22.9K +882 +0.5%
USCWA
454
U.S. Capital Wealth Advisors
Texas
$4.96M +$85.9K +3,315 +2%
PCS
455
Personal CFO Solutions
New Jersey
$4.94M +$367K +14,142 +8%
KWA
456
Kellett Wealth Advisors
Ohio
$4.93M -$1.89M -72,906 -28%
NCM
457
NCM Capital Management
New Jersey
$4.91M +$671K +25,887 +16%
HH
458
Hilltop Holdings
Texas
$4.89M +$1.47M +56,889 +43%
IRC
459
Investors Research Corp
Georgia
$4.84M +$402K +15,516 +9%
FFWM
460
Future Financial Wealth Management
Ohio
$4.82M +$339K +13,068 +8%
UBG
461
United Bank (Georgia)
Georgia
$4.81M +$146K +5,637 +3%
FTS
462
Fifth Third Securities
Ohio
$4.8M +$115K +4,380 +2%
EWA
463
EverSource Wealth Advisors
Alabama
$4.79M +$224K +8,127 +5%
FA
464
Fagan Associates
New York
$4.77M -$30.1K -1,161 -0.6%
EWA
465
EP Wealth Advisors
California
$4.74M +$509K +19,644 +12%
BPFA
466
Barnes Pettey Financial Advisors
Mississippi
$4.74M -$59.4K -2,292 -1%
H
467
HoyleCohen
California
$4.67M -$22.4K -864 -0.5%
GFG
468
Goldstone Financial Group
Illinois
$4.67M +$280K +10,818 +6%
AA
469
Auxano Advisors
Washington
$4.64M -$7.62K -294 -0.2%
MFA
470
Mayflower Financial Advisors
Massachusetts
$4.63M -$37.7K -1,452 -0.8%
FTWA
471
Fifth Third Wealth Advisors
Ohio
$4.62M +$1.42M +54,786 +44%
FWA
472
FSC Wealth Advisors
New York
$4.6M +$30K +1,158 +0.7%
PMG
473
ProVise Management Group
Florida
$4.59M -$3.03M -116,868 -40%
OAM
474
Oppenheimer Asset Management
New York
$4.57M +$1.42M +54,660 +45%
LSA
475
Lion Street Advisors
Texas
$4.54M +$793K +30,606 +21%
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