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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 %
BFM
476
Boston Financial Management
Massachusetts
$4.52M -$51.1K -1,971 -1%
TYCC
477
Texas Yale Capital Corp
Florida
$4.51M -$25.3K -975 -0.6%
ACI
478
Alpha Cubed Investments
California
$4.47M +$360K +13,896 +9%
WIM
479
Warwick Investment Management
Texas
$4.45M -$369K -14,250 -8%
RFA
480
Rollins Financial Advisors
New York
$4.41M -$216K -8,328 -5%
ACM
481
Alpha Capital Management
Texas
$4.39M +$192K +7,401 +5%
ML
482
McAdam LLC
Pennsylvania
$4.39M +$92.9K +3,585 +2%
ATC
483
Argent Trust Co
Tennessee
$4.38M +$145K +5,607 +3%
AFS
484
Access Financial Services
Minnesota
$4.37M -$333K -12,864 -7%
BI
485
Berkeley Inc
Idaho
$4.37M -$14.3M -553,587 -77%
FWM
486
Foguth Wealth Management
Michigan
$4.34M +$939K +36,243 +28%
BIM
487
Breakwater Investment Management
Washington
$4.34M -$245K -9,465 -5%
NJIM
488
Nabity-Jensen Investment Management
Nebraska
$4.27M +$6.92K +267 +0.2%
RC
489
Rovin Capital
Arizona
$4.23M +$1.37M +52,746 +48%
EF
490
Exeter Financial
Arizona
$4.19M +$41.3K +1,593 +1%
AWM
491
Apollon Wealth Management
South Carolina
$4.14M -$173K -6,666 -4%
BP
492
Broadleaf Partners
Ohio
$4.08M +$60.4K +2,331 +2%
WWM
493
Western Wealth Management
Colorado
$4.07M +$117K +4,533 +3%
JPLA
494
Joseph P. Lucia & Associates
New York
$4.05M -$89.3K -3,444 -2%
BSSFA
495
Baron Silver Stevens Financial Advisors
Florida
$4.05M +$923K +35,616 +30%
ANTB
496
AMG National Trust Bank
Colorado
$4.03M +$9.49K +366 +0.2%
CIC
497
Cutler Investment Counsel
Oregon
$4.02M +$36.5K +1,392 +0.9%
CA
498
Cambridge Advisors
Nebraska
$4M -$55.2K -2,130 -1%
NIC
499
Northwest Investment Counselors
Oregon
$4M +$14.2K +546 +0.4%
Squarepoint
500
Squarepoint
New York
$3.98M +$571K +22,026 +17%
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