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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 %
FL
501
FreeGulliver LLC
Louisiana
$3.97M +$760K +29,316 +24%
ST
502
Smithfield Trust
Pennsylvania
$3.96M +$3.03K +117 +0.1%
SWA
503
Stratos Wealth Advisors
Ohio
$3.96M +$13.5K +519 +0.3%
CF
504
Cyr Financial
Illinois
$3.93M +$3.93M +151,734 New
OFP
505
OLIO Financial Planning
Virginia
$3.93M – – –
PAG
506
Paladin Advisory Group
Iowa
$3.92M +$6.89K +267 +0.2%
AWM
507
Aspire Wealth Management
Massachusetts
$3.91M -$2.41M -92,865 -38%
RC
508
Roundview Capital
New Jersey
$3.9M +$48.4K +1,869 +1%
GFS
509
GYL Financial Synergies
Connecticut
$3.9M -$243K -9,366 -6%
US Bancorp
510
US Bancorp
Minnesota
$3.89M -$153K -5,919 -4%
SKK
511
Shepherd Kaplan Krochuk
Massachusetts
$3.86M -$357K -13,761 -8%
CA
512
Cresta Advisors
Texas
$3.85M -$3.81K -147 -0.1%
NG
513
Northstar Group
New York
$3.82M -$60.3K -2,328 -2%
GPFA
514
Game Plan Financial Advisors
Ohio
$3.82M +$224K +8,655 +6%
TPA
515
Trivium Point Advisory
Connecticut
$3.8M +$289K +11,136 +8%
NCM
516
Northwest Capital Management
Oregon
$3.8M -$14.7K -567 -0.4%
PFA
517
Pathway Financial Advisers
Indiana
$3.79M +$133K +5,160 +4%
TW
518
Transform Wealth
Colorado
$3.79M -$899K -34,317 -19%
TWA
519
Talisman Wealth Advisors
New Jersey
$3.77M +$311K +11,988 +9%
CIA
520
Cape Investment Advisory
Georgia
$3.75M +$430K +16,596 +13%
TC
521
TownSquare Capital
Utah
$3.73M +$996K +38,424 +36%
MAM
522
Madison Asset Management
Wisconsin
$3.71M -$5.9M -227,679 -61%
JWCA
523
J.W. Cole Advisors
Florida
$3.69M -$284K -10,950 -7%
MW
524
Members Wealth
Pennsylvania
$3.67M +$3.67M +402,729 New
SWC
525
Spectrum Wealth Counsel
Indiana
$3.66M – – –
19 20
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