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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 %
LFG
701
Larson Financial Group
Missouri
$1.89M +$1.66M +64,107 +731%
EWP
702
Elevation Wealth Partners
California
$1.89M +$284K +10,956 +18%
JCM
703
Janney Capital Management
Pennsylvania
$1.89M -$60.3K -2,328 -3%
PAG
704
Private Advisory Group
Washington
$1.88M -$805K -31,065 -30%
ADL
705
Asset Dedication LLC
California
$1.88M -$65.7K -2,535 -3%
EWM
706
Empirical Wealth Management
Washington
$1.87M +$101K +3,897 +6%
CIA
707
Concurrent Investment Advisors
Florida
$1.85M +$371K +14,307 +25%
Betterment LLC
708
Betterment LLC
New York
$1.84M +$216K +8,349 +13%
EFS
709
Essex Financial Services
Connecticut
$1.84M +$73.1K +2,733 +4%
GWM
710
Geneos Wealth Management
Colorado
$1.83M +$80.9K +3,120 +5%
MSS
711
Mitchell Sinkler & Starr
Pennsylvania
$1.83M -$87.2K -3,282 -5%
PA
712
Planning Alternatives
Michigan
$1.81M -$13.8K -534 -0.8%
IAG
713
Investment Advisory Group
Massachusetts
$1.8M -$27.7K -1,068 -2%
O3W
714
Omni 360 Wealth
New Jersey
$1.8M -$192K -7,395 -10%
RMAM
715
Raab & Moskowitz Asset Management
New Jersey
$1.79M +$444K +17,112 +33%
WOC
716
West Oak Capital
California
$1.79M +$22.9K +885 +1%
AWS
717
Aspen Wealth Strategies
Colorado
$1.79M -$40.3K -1,467 -2%
PFA
718
Petra Financial Advisors
Colorado
$1.79M +$95.3K +3,675 +6%
GIA
719
GHP Investment Advisors
Colorado
$1.78M -$45.6K -1,761 -2%
NGA
720
Naples Global Advisors
Florida
$1.78M +$5.89K +225 +0.3%
WPC
721
Wedmont Private Capital
Pennsylvania
$1.78M +$306K +11,526 +21%
TFA
722
Teamwork Financial Advisors
Texas
$1.77M -$4.47M -172,542 -72%
PWM
723
Paulson Wealth Management
Illinois
$1.77M -$405K -15,618 -19%
PPW
724
Pasadena Private Wealth
California
$1.75M +$122K +4,707 +7%
IAP
725
Indie Asset Partners
Indiana
$1.74M +$198K +7,638 +13%
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