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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 %
DWM
776
Dechtman Wealth Management
Colorado
$1.4M -$34.4M -1,327,818 -96%
EWM
777
Evergreen Wealth Management
Michigan
$1.4M – – –
Vanguard Group
778
Vanguard Group
Pennsylvania
$1.39M +$42.1K +1,623 +3%
DTC
779
Davidson Trust Company
Washington
$1.39M -$385K -14,850 -22%
SIAG
780
Signet Investment Advisory Group
Rhode Island
$1.39M +$104K +3,996 +8%
BA
781
Bridge Advisory
California
$1.39M -$3.42K -132 -0.2%
BDFN
782
Bond & Devick Financial Network
Minnesota
$1.38M -$41.2K -1,590 -3%
GGS
783
Galvin Gaustad & Stein
Arizona
$1.37M -$136K -5,265 -9%
BWM
784
BNC Wealth Management
Oregon
$1.37M -$21K -810 -2%
SA
785
Strategic Advocates
Utah
$1.36M -$1.01M -38,955 -43%
SF
786
Safeguard Financial
Wisconsin
$1.36M +$97.7K +3,768 +8%
PL
787
Plancorp LLC
Missouri
$1.35M -$147K -5,664 -10%
SAI
788
Savvy Advisors Inc
New York
$1.35M +$403K +15,552 +43%
IIC
789
Ironwood Investment Counsel
Arizona
$1.34M +$610K +23,538 +83%
BIM
790
Baldwin Investment Management
Pennsylvania
$1.34M +$8.94K +345 +0.7%
Natixis Advisors
791
Natixis Advisors
Massachusetts
$1.34M +$237K +9,126 +21%
SF
792
Synovus Financial
Georgia
$1.33M +$155K +5,979 +13%
SWM
793
Sagace Wealth Management
Florida
$1.31M +$1.31M +48,459 New
NSIM
794
North Star Investment Management
Illinois
$1.31M -$83.2K -3,210 -6%
WP
795
WealthShield Partners
North Carolina
$1.3M -$23.4K -894 -2%
AIA
796
Ally Invest Advisors
North Carolina
$1.29M -$5.68K -219 -0.4%
FA
797
Fiducient Advisors
Illinois
$1.29M +$826K +31,626 +180%
KCM
798
Kanawha Capital Management
Virginia
$1.28M +$732K +28,230 +133%
OFG
799
Orcam Financial Group
California
$1.27M -$148K -5,691 -10%
ARG
800
Advisory Resource Group
Oklahoma
$1.27M +$33.8K +1,305 +3%
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