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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,541 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, 548 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.42%
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
548
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$791M
2
SLI
2
Sumitomo Life Insurance
Japan
$678M
3
AAS
3
Avantax Advisory Services
Texas
$643M
4
Bank of America
4
Bank of America
North Carolina
$590M
5
AF
5
Allworth Financial
California
$44.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$217M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$262M
4
Ameriprise
4
Ameriprise
Minnesota
$484M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$65.2M +$1.32M +51,030 +2%
Stifel Financial
52
Stifel Financial
Missouri
$62.7M -$5.62M -216,792 -8%
HI
53
Harbour Investments
Wisconsin
$62.5M +$2.64M +101,763 +4%
BFG
54
Berger Financial Group
Minnesota
$61.7M +$6.67M +257,346 +12%
BFG
55
Bouchey Financial Group
New York
$58.8M -$4.66M -179,301 -7%
CFO
56
CVA Family Office
Colorado
$58.7M +$1.05M +40,614 +2%
CFS
57
CGC Financial Services
Oregon
$54.1M +$1.25M +48,132 +2%
MAM
58
Marquette Asset Management
Minnesota
$52.3M +$1.31M +50,589 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$50.9M +$4.43M +170,988 +10%
CTC
60
Central Trust Company
Missouri
$50.9M -$32.7M -1,262,115 -39%
PA
61
Pinnacle Associates
New York
$50.6M +$638K +24,606 +1%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$50.1M -$1.14M -44,169 -2%
HFS
63
Howard Financial Services
Texas
$48.9M +$2.03M +78,384 +4%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$48.2M +$24.1M +928,140 +100%
RWP
65
Reliant Wealth Planning
Kentucky
$47.1M +$1.38M +53,181 +3%
SAM
66
Summit Asset Management
Tennessee
$46.5M +$1.28M +49,272 +3%
ETS
67
ESL Trust Services
New York
$45.6M +$2.02M +78,024 +5%
AF
68
Allworth Financial
California
$44.6M +$28.7M +1,063,242 +182%
SFWA
69
Summit Financial Wealth Advisors
Louisiana
$43.1M +$1.31M +50,523 +3%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$42.3M -$1.68M -64,893 -4%
WF
71
Whelan Financial
California
$41.8M +$1.04M +40,200 +3%
SAM
72
Securian Asset Management
Minnesota
$41M – – –
SIG
73
Spinnaker Investment Group
California
$40.6M +$246K +9,477 +0.6%
SCA
74
Scott Capital Advisors
Oregon
$40M +$606K +23,571 +2%
PWP
75
Principle Wealth Partners
Connecticut
$39.9M -$845K -32,583 -2%
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