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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 %
CWM
601
Chesapeake Wealth Management
Virginia
$2.79M -$119K -4,587 -4%
HL
602
HeadInvest LLC
Maine
$2.79M +$544 +21 +0%
EIA
603
Eldridge Investment Advisors
New Hampshire
$2.79M -$119K -4,605 -4%
AFG
604
Atomi Financial Group
New York
$2.79M -$31.2K -1,203 -1%
BIA
605
Barry Investment Advisors
Massachusetts
$2.78M +$653K +24,948 +31%
VR
606
Valued Retirements
Texas
$2.77M +$8.17K +315 +0.3%
EA
607
Emerald Advisors
Washington
$2.76M +$241K +9,315 +10%
PGAM
608
Princeton Global Asset Management
New Jersey
$2.75M – – –
CPIG
609
Chicago Partners Investment Group
Illinois
$2.75M +$32.4K +1,173 +1%
BBA
610
BLB&B Advisors
Pennsylvania
$2.75M +$66K +2,547 +2%
CAL
611
Capital Analysts LLC
Pennsylvania
$2.74M +$173K +6,681 +7%
MAS
612
Madden Advisory Services
Florida
$2.74M +$63.5K +2,448 +2%
RJT
613
Raymond James Trust
Florida
$2.69M +$77.1K +2,976 +3%
SSI
614
Scott & Selber Inc
Texas
$2.69M +$109K +4,218 +4%
SSB
615
Sandy Spring Bank
Maryland
$2.68M +$428K +16,500 +19%
CS
616
Capital Square
Tennessee
$2.68M +$60K +2,217 +2%
CPL
617
CAP Partners LLC
Tennessee
$2.68M -$570K -21,978 -18%
MCM
618
MidAtlantic Capital Management
Virginia
$2.67M -$11K -423 -0.4%
CNC
619
Citizens & Northern Corp
Pennsylvania
$2.66M +$2.66M +102,525 New
EIG
620
Ellenbecker Investment Group
Wisconsin
$2.66M +$343K +13,245 +15%
Tudor Investment Corp
621
Tudor Investment Corp
Connecticut
$2.63M +$2.3M +88,854 +704%
AGC
622
Aspen Grove Capital
Colorado
$2.62M – – –
CNB
623
Camden National Bank
Maine
$2.62M -$6.69K -258 -0.3%
ISWM
624
Independent Solutions Wealth Management
New York
$2.62M +$86.9K +3,354 +3%
SL
625
SFM LLC
New Hampshire
$2.61M +$214K +8,262 +9%
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25
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