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 %
SWM
726
Silverlake Wealth Management
Vermont
$1.73M -$79.1K -3,051 -4%
HNB
727
Huntington National Bank
Ohio
$1.73M -$2.03M – –
IF
728
IRON Financial
Illinois
$1.72M – – –
BFPW
729
BOK Financial Private Wealth
Colorado
$1.72M +$15.6K +594 +0.9%
CCM
730
Crew Capital Management
Ohio
$1.71M -$495K -19,083 -22%
CFA
731
CWS Financial Advisors
Michigan
$1.71M +$144K +5,571 +9%
FCM
732
Fortis Capital Management
Washington
$1.71M +$679K +26,202 +66%
PGFC
733
Peapack-Gladstone Financial Corp
New Jersey
$1.71M -$267K -10,281 -13%
SFC
734
Strategic Financial Concepts
Texas
$1.7M +$1.67M +9,169,353 +5,260%
CCB
735
Cutter & Co Brokerage
Missouri
$1.7M -$26.5K -1,023 -2%
IAA
736
Independent Advisor Alliance
North Carolina
$1.69M -$183K -7,047 -10%
MWP
737
Meridian Wealth Partners
Pennsylvania
$1.69M -$31.6K -1,221 -2%
AWA
738
Arkadios Wealth Advisors
Georgia
$1.68M -$6.04M -232,836 -78%
EFG
739
Embree Financial Group
Illinois
$1.66M +$31.1K +1,200 +2%
JWM
740
JPL Wealth Management
Colorado
$1.65M +$374K +14,448 +29%
OWM
741
Opes Wealth Management
California
$1.65M +$166K +6,423 +11%
MTIC
742
Missouri Trust & Investment Company
Missouri
$1.65M -$8.94K -345 -0.5%
FTUS
743
Flow Traders U.S.
New York
$1.65M -$1.44M -55,719 -47%
WB
744
West Bancorporation
Iowa
$1.63M -$152K -5,853 -9%
LF
745
LifeSteps Financial
California
$1.62M -$374K -14,448 -19%
CHA
746
Carmichael Hill & Associates
Maryland
$1.61M +$33K +1,275 +2%
Susquehanna International Group
747
Susquehanna International Group
Pennsylvania
$1.58M -$1.75M -67,659 -53%
SFC
748
SYM Financial Corp
Indiana
$1.57M -$1.92M -74,145 -55%
SA
749
Stewardship Advisors
Pennsylvania
$1.53M -$1.63M -62,913 -52%
CMS
750
Capital Market Strategies
Florida
$1.53M -$43.7K -1,686 -3%
28 29
30
31 32