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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,541 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, 548 reducing their positions, and 98 closing their positions.

Holders
1,541
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.42%
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
548
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$791M
2
SLI
2
Sumitomo Life Insurance
Japan
$678M
3
AAS
3
Avantax Advisory Services
Texas
$643M
4
Bank of America
4
Bank of America
North Carolina
$590M
5
AF
5
Allworth Financial
California
$44.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$217M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$262M
4
Ameriprise
4
Ameriprise
Minnesota
$484M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
26
Keystone Financial Planning
Ohio
$137M +$18.5M +714,525 +16%
CCWM
27
Cassaday & Co Wealth Management
Virginia
$135M +$4.07M +157,212 +3%
RJA
28
Raymond James & Associates
Florida
$129M -$21.3M -820,452 -14%
HighTower Advisors
29
HighTower Advisors
Illinois
$127M -$1.12M -43,029 -0.9%
MML Investors Services
30
MML Investors Services
Massachusetts
$126M +$5.21M +201,102 +4%
HWA
31
HHM Wealth Advisors
Tennessee
$119M +$2.83M +109,359 +2%
KAS
32
Kestra Advisory Services
Texas
$118M +$13.7M +531,930 +13%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$114M -$181M -6,995,460 -61%
Creative Planning
34
Creative Planning
Kansas
$102M +$1.33M +51,294 +1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$100M +$8.47M +326,673 +9%
CFB
36
Cullen/Frost Bankers
Texas
$98.5M +$355K +13,680 +0.4%
Corient Private Wealth
37
Corient Private Wealth
Florida
$97.7M -$11.9M -460,248 -11%
KeyBank National Association
38
KeyBank National Association
Ohio
$96.3M -$2.73M -105,516 -3%
D
39
Diversified
Delaware
$92M +$4.27M +164,814 +5%
LA
40
LVW Advisors
New York
$91.5M +$2.39M +92,100 +3%
Truist Financial
41
Truist Financial
North Carolina
$90.1M -$21.2M -816,039 -19%
Cerity Partners
42
Cerity Partners
New York
$89M +$759K +29,001 +0.9%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$87.4M -$6.96M -268,635 -7%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$85.6M -$5.89M -227,142 -6%
DADC
45
D.A. Davidson & Co
Montana
$83.6M +$1.78M +68,523 +2%
FFN
46
Focus Financial Network
Minnesota
$82.3M -$1.71M -62,331 -2%
AAIM
47
Asset Advisors Investment Management
Georgia
$81.3M -$18.3M -705,183 -18%
JSTA
48
Japan Science & Technology Agency
Japan
$75.4M – – –
AAS
49
Ameritas Advisory Services
Nebraska
$67.3M -$1M -38,766 -1%
S
50
Syntrinsic
Colorado
$65.5M -$198K -7,632 -0.3%
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