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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 %
GCA
551
Gradient Capital Advisors
California
$3.25M +$172K +6,633 +6%
PNC Financial Services Group
552
PNC Financial Services Group
Pennsylvania
$3.24M -$18.1K -699 -0.6%
NF
553
Nikulski Financial
Iowa
$3.22M +$54.4K +2,100 +2%
CIAS
554
Capital Investment Advisory Services
North Carolina
$3.22M -$1.57M -60,657 -33%
FD
555
Financial Designs
California
$3.21M -$50.3K -1,941 -2%
LA
556
LPF Advisors
Florida
$3.18M +$17.9K +690 +0.6%
S
557
Sachetta
Massachusetts
$3.18M +$906K +32,838 +40%
BFP
558
Beacon Financial Planning
Massachusetts
$3.17M +$558K +21,534 +21%
P
559
Pitcairn
Pennsylvania
$3.17M -$1.14M -43,992 -26%
CIA
560
Choate Investment Advisors
Massachusetts
$3.17M -$610K -23,541 -16%
IA
561
Insight Advisors
Pennsylvania
$3.16M +$1.04M +40,101 +49%
BSW
562
Buckingham Strategic Wealth
Missouri
$3.16M +$158K +6,078 +5%
HA
563
Hamel Associates
New Jersey
$3.15M +$264K +10,203 +9%
CB
564
Commerce Bank
Missouri
$3.11M -$83.2K -3,210 -3%
LCM
565
LVM Capital Management
Michigan
$3.11M +$59.9K +2,310 +2%
SWM
566
SeaCrest Wealth Management
New York
$3.07M -$2.64K -102 -0.1%
CL
567
COWA LLC
Oklahoma
$3.07M -$473K -18,261 -13%
CFGSD
568
Compass Financial Group (South Dakota)
South Dakota
$3.06M +$128K +4,935 +4%
CAMV
569
Concord Asset Management (Virginia)
Virginia
$3.05M -$721K -27,807 -19%
PWA
570
Physician Wealth Advisors
Utah
$3.05M -$41.8K -1,542 -1%
AWA
571
Adapt Wealth Advisors
Georgia
$3.04M +$29.5K +1,140 +1%
CFGA
572
Cambridge Financial Group (Arizona)
Arizona
$3.04M -$47.8K -1,845 -2%
RBFC
573
Roman Butler Fullerton & Co
Missouri
$3.02M +$348K +13,416 +13%
TC
574
Trust Company
Kansas
$3.01M -$18.1K -699 -0.6%
CICC
575
Capital Investment Counsel (Colorado)
Colorado
$3.01M +$165K +6,384 +6%
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