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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 %
PCMC
676
Planning Capital Management Corporation
Pennsylvania
$2.08M +$38.9K +1,500 +2%
CRI
677
Commonwealth Retirement Investments
Virginia
$2.07M -$211K -8,124 -9%
APIM
678
Agate Pass Investment Management
Washington
$2.07M +$39.3K +1,515 +2%
OSAM
679
O'Shaughnessy Asset Management
Connecticut
$2.07M +$1.14M +44,100 +124%
MWA
680
Muirfield Wealth Advisors
North Carolina
$2.06M -$13.3K -513 -0.6%
V
681
ViaWealth
Kansas
$2.05M +$6.77K +261 +0.3%
TAM
682
Townsend Asset Management
North Carolina
$2.05M -$196K -7,557 -9%
VP
683
Verum Partners
North Carolina
$2.04M -$792K -30,567 -28%
SAM
684
Secure Asset Management
Michigan
$2.03M -$933 -36 -0%
WCM
685
Whitener Capital Management
North Carolina
$2.02M +$102K +3,948 +5%
WF
686
Warner Financial
Maryland
$2M – – –
FFA
687
Farther Finance Advisors
California
$2M -$365K -14,139 -15%
WWM
688
WT Wealth Management
Arizona
$2M +$562K +21,462 +39%
HCA
689
Heck Capital Advisors
Wisconsin
$1.98M -$3.66K -141 -0.2%
BWAM
690
Boyd Watterson Asset Management
Ohio
$1.98M – – –
SIC
691
Salem Investment Counselors
North Carolina
$1.98M +$567K +21,651 +40%
KF
692
Krilogy Financial
Missouri
$1.97M -$466K -17,982 -19%
WFS
693
WealthGarden F.S.
California
$1.96M +$1.96M +75,549 New
PI
694
PFG Investments
New York
$1.96M -$2.33M -89,976 -54%
SFPG
695
Stonebridge Financial Planning Group
Florida
$1.93M -$211K -8,136 -10%
M
696
MYeCFO
California
$1.93M +$101K +3,912 +6%
WWC
697
Waypoint Wealth Counsel
Georgia
$1.92M -$219K -8,439 -10%
APW
698
Aurora Private Wealth
New Jersey
$1.92M -$25.1K -969 -1%
MPCA
699
Madison Park Capital Advisors
Washington
$1.91M +$120K +4,614 +7%
LCM
700
Liberty Capital Management
Michigan
$1.9M +$53.3K +2,055 +3%
26 27
28
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