SCHD icon

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 %
PWA
626
Pillar Wealth Advisors
Pennsylvania
$2.6M -$518K -20,001 -17%
CIA
627
Capital Investment Advisors
Georgia
$2.6M -$311K -11,997 -11%
FFA
628
Florida Financial Advisors
Florida
$2.58M +$226K +8,688 +10%
CFS
629
Coordinated Financial Services
Colorado
$2.57M +$23.3K +900 +0.9%
BWM
630
BCGM Wealth Management
Indiana
$2.56M -$291K -11,217 -10%
ZIG
631
Zullo Investment Group
Pennsylvania
$2.55M +$6.53K +252 +0.3%
ACG
632
Allen Capital Group
Nebraska
$2.53M – – –
GMA
633
Glassy Mountain Advisors
Maryland
$2.53M +$1.09K +42 +0%
KNFPWM
634
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.5M +$170K +6,540 +7%
LNWWM
635
Laird Norton Wetherby Wealth Management
California
$2.5M -$467 -18 -0%
PFS
636
Prospera Financial Services
Texas
$2.5M +$112K +4,317 +5%
VA
637
Vident Advisory
Georgia
$2.49M – – –
PBO
638
Peoples Bank (Ohio)
Ohio
$2.48M -$189K -7,284 -7%
WCG
639
Weaver Consulting Group
California
$2.47M +$39K +1,503 +2%
CPC
640
Consolidated Planning Corp
Georgia
$2.46M -$103K -3,987 -4%
CPRC
641
Consolidated Portfolio Review Corp
New York
$2.46M -$95.6K -3,687 -4%
AC
642
Abbrea Capital
California
$2.45M -$137K -5,211 -5%
MF
643
Montis Financial
Massachusetts
$2.44M +$984K +37,968 +68%
AMG
644
Advisors Management Group
Wisconsin
$2.42M +$54.2K +2,091 +2%
WF
645
Welch & Forbes
Massachusetts
$2.42M – – –
GAG
646
GM Advisory Group
New York
$2.41M -$435K -16,800 -15%
Luther King Capital Management (LKCM)
647
Luther King Capital Management (LKCM)
Texas
$2.4M -$2.51M – –
Bank of Montreal
648
Bank of Montreal
Ontario, Canada
$2.39M -$1.05M -40,176 -31%
BSB
649
Bangor Savings Bank
Maine
$2.39M -$5.75K -222 -0.2%
BWA
650
Beam Wealth Advisors
Louisiana
$2.36M -$20.8K -804 -0.9%
24 25
26
27 28