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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 %
FC
751
Fairscale Capital
New Hampshire
$1.53M +$1.53M +56,475 New
MA
752
Modus Advisors
Minnesota
$1.53M -$3.11K -120 -0.2%
CT
753
Clearstead Trust
Maine
$1.52M +$1.48K +57 +0.1%
WWA
754
WCG Wealth Advisors
Nevada
$1.51M +$452K +17,439 +43%
WFG
755
Wills Financial Group
Virginia
$1.5M -$3.03K -117 -0.2%
MCM
756
Maple Capital Management
Vermont
$1.5M -$131K -5,046 -8%
SWM
757
Segment Wealth Management
Texas
$1.49M -$21.2M -817,815 -93%
SIA
758
Sage Investment Advisers
New York
$1.49M +$298K +11,490 +25%
KWA
759
Kingswood Wealth Advisors
California
$1.48M +$182K +7,026 +14%
RW
760
Rockport Wealth
Ohio
$1.48M +$16.3K +630 +1%
JCM
761
Jacobi Capital Management
Pennsylvania
$1.47M +$898K +34,638 +158%
D.E. Shaw & Co
762
D.E. Shaw & Co
New York
$1.46M -$5.68M -219,159 -80%
WEG
763
World Equity Group
Illinois
$1.46M -$1.52M -58,593 -51%
SWP
764
Summit Wealth Partners
Florida
$1.46M -$74.7K -2,883 -5%
TF
765
Trek Financial
Arizona
$1.46M +$24.2K +933 +2%
WHC
766
Wulff, Hansen & Co
California
$1.46M +$125K +4,815 +9%
KA
767
Kovack Advisors
Florida
$1.44M +$73.6K +2,841 +5%
OF
768
Outfitter Financial
Maine
$1.44M +$86.7K +3,345 +6%
LA
769
Latitude Advisors
Florida
$1.43M -$164K -6,321 -10%
GI
770
Gradient Investments
Minnesota
$1.43M +$59.5K +2,295 +4%
Fisher Asset Management
771
Fisher Asset Management
Washington
$1.43M +$186K +7,194 +15%
BL
772
BFSG LLC
California
$1.42M +$1.18M +45,678 +502%
PWSG
773
Pacific Wealth Strategies Group
California
$1.41M +$13.7K +528 +1%
SWP
774
Semus Wealth Partners
Florida
$1.41M -$258K -9,951 -16%
NS
775
NBC Securities
Alabama
$1.4M +$186K +7,194 +15%
29 30
31
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