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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 %
SAM
576
Smartleaf Asset Management
Massachusetts
$2.99M +$262K +10,170 +10%
JIC
577
Johnson Investment Counsel
Ohio
$2.99M +$23.3K +900 +0.8%
TA
578
TPG Advisors
Illinois
$2.99M +$2.99M +115,278 New
IC
579
Inscription Capital
Texas
$2.98M +$49.4K +1,905 +2%
CFD
580
Creative Financial Designs
Indiana
$2.98M +$348K +13,410 +13%
AIM
581
Anchor Investment Management
South Carolina
$2.96M +$125K +4,830 +4%
GC
582
Gratus Capital
Georgia
$2.95M -$121K -4,659 -4%
OCM
583
Orion Capital Management
California
$2.94M -$541K -20,865 -16%
LA
584
Lynch & Associates
Indiana
$2.93M +$259K +9,975 +10%
ERIM
585
Eagle Ridge Investment Management
Connecticut
$2.93M -$70.1K -2,706 -2%
CSPAM
586
Cary Street Partners Asset Management
Virginia
$2.91M +$467K +18,015 +19%
TPWA
587
TRUE Private Wealth Advisors
Oregon
$2.89M +$1.02M +39,249 +54%
IAS
588
Insigneo Advisory Services
Florida
$2.89M +$625K +23,727 +28%
AAMC
589
Asset Allocation & Management Company
Illinois
$2.86M – – –
GGI
590
GPM Growth Investors
Michigan
$2.85M +$2.85M +110,133 New
SFG
591
SNS Financial Group
Minnesota
$2.85M -$4.32K -165 -0.2%
GSEP
592
Golden State Equity Partners
California
$2.85M +$2.85M +110,097 New
BJL
593
Brighton Jones LLC
Washington
$2.84M +$536K +20,679 +23%
TWM
594
Triton Wealth Management
Arizona
$2.84M +$358K +13,329 +14%
MWM
595
Moran Wealth Management
Florida
$2.84M -$109K -4,188 -4%
SC
596
Savant Capital
Illinois
$2.83M -$259K -9,987 -8%
SW
597
SteelPeak Wealth
California
$2.81M -$240K -9,159 -8%
Bessemer Group
598
Bessemer Group
New Jersey
$2.81M – – –
CWS
599
Cypress Wealth Services
California
$2.8M +$27.8K +1,071 +1%
GLA
600
Great Lakes Advisors
Illinois
$2.8M -$537K -20,724 -16%
22 23
24
25 26