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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 %
GLA
526
Good Life Advisors
Pennsylvania
$3.65M -$4.12K -159 -0.1%
SFA
527
Sequoia Financial Advisors
Ohio
$3.65M -$370K -14,268 -9%
SQA
528
Simon Quick Advisors
New Jersey
$3.63M +$152K +5,871 +4%
CW
529
Channel Wealth
California
$3.63M -$584K -22,539 -14%
BRWA
530
B. Riley Wealth Advisors
Florida
$3.61M -$1.1M -41,886 -23%
EFG
531
Everhart Financial Group
Ohio
$3.6M -$150K -5,796 -4%
SMFG
532
Sumitomo Mitsui Financial Group
Japan
$3.58M +$509K +19,647 +17%
AIM
533
AHL Investment Management
Florida
$3.5M +$318K +12,285 +10%
M&T Bank
534
M&T Bank
New York
$3.48M – – –
SC
535
Savoie Capital
Illinois
$3.47M – – –
P
536
&Partners
Tennessee
$3.46M +$2.63M +101,457 +317%
AWE
537
Avidian Wealth Enterprises
Texas
$3.43M +$1.5M +57,777 +77%
WI
538
Wintrust Investments
Illinois
$3.42M +$363K +14,007 +12%
WS
539
Wedbush Securities
California
$3.4M +$30.9K +1,191 +0.9%
WKWM
540
Walter & Keenan Wealth Management
Indiana
$3.38M +$45.6K +1,758 +1%
CG
541
Cynosure Group
Utah
$3.35M -$186K -7,167 -5%
SAF
542
Smith Anglin Financial
Texas
$3.34M -$196K -7,575 -6%
FIA
543
Foundations Investment Advisors
Arizona
$3.33M +$12.3K +474 +0.4%
RSWM
544
Robertson Stephens Wealth Management
California
$3.31M +$3.07M +117,372 +1,291%
WA
545
WBH Advisory
Maryland
$3.29M +$352K +13,596 +12%
WLIM
546
White Lighthouse Investment Management
Massachusetts
$3.28M -$14.9K -573 -0.5%
SW
547
Simplicity Wealth
New Jersey
$3.28M -$896K -34,587 -21%
CFSG
548
Community Financial Services Group
Vermont
$3.28M +$80.8K +3,117 +3%
National Bank of Canada
549
National Bank of Canada
Quebec, Canada
$3.27M +$124K +4,800 +4%
WFAG
550
Worth Financial Advisory Group
North Carolina
$3.26M +$116K +4,485 +4%
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