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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 %
BCA
801
Bay Colony Advisors
Massachusetts
$1.26M +$56.8K +2,190 +5%
NCM
802
Narwhal Capital Management
Georgia
$1.25M – – –
RFN
803
RDA Financial Network
Iowa
$1.24M +$118K +4,536 +11%
DT
804
Diversified Trust
Tennessee
$1.23M – – –
SBIA
805
Sheaff Brock Investment Advisors
Indiana
$1.23M +$267K +10,308 +28%
MWM
806
MBE Wealth Management
Wisconsin
$1.23M +$165K +6,384 +16%
RCWM
807
Royal Capital Wealth Management
Indiana
$1.22M – – –
RGF
808
Retirement Guys Formula
Ohio
$1.21M -$622 -24 -0.1%
BCMO
809
Buckingham Capital Management (Ohio)
Ohio
$1.21M -$20.8K -804 -2%
TWM
810
Thrive Wealth Management
Pennsylvania
$1.2M +$5.44K +210 +0.5%
JCFM
811
JBR Co Financial Management
Oklahoma
$1.2M -$408K -15,744 -25%
AL
812
Aspiriant LLC
California
$1.2M +$7.23K +279 +0.6%
CWA
813
Core Wealth Advisors
Florida
$1.19M +$21.8K +840 +2%
FFA
814
Founders Financial Alliance
North Carolina
$1.19M +$650K +25,080 +120%
MSWM
815
McGlone Suttner Wealth Management
Wisconsin
$1.19M +$77.2K +3,042 +7%
TIAA Trust, National Association
816
TIAA Trust, National Association
North Carolina
$1.19M +$54.3K +2,094 +5%
Empower Advisory Group
817
Empower Advisory Group
Colorado
$1.19M -$22.9K -885 -2%
First Manhattan
818
First Manhattan
New York
$1.18M -$4.09K -156 -0.3%
RWP
819
RWA Wealth Partners
Massachusetts
$1.18M +$23.3K +900 +2%
TIA
820
Traphagen Investment Advisors
New Jersey
$1.17M -$651K -25,107 -36%
WCM
821
WealthBridge Capital Management
Ohio
$1.16M – – –
IAIM
822
International Assets Investment Management
Florida
$1.16M -$80.2K -3,096 -6%
PFGIA
823
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$39.9K +1,812 +4%
FNT
824
First National Trust
Pennsylvania
$1.15M +$28.2K +1,089 +3%
GAM
825
Garrison Asset Management
Arkansas
$1.15M +$2.72K +105 +0.2%
31 32
33
34 35