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 %
TCM
826
TruNorth Capital Management
Michigan
$1.15M – – –
BTWM
827
Baker Tilly Wealth Management
Wisconsin
$1.14M -$149K -5,736 -12%
QCM
828
QRG Capital Management
Illinois
$1.14M +$656K +25,311 +136%
FWSM
829
First Wilshire Securities Management
California
$1.14M – – –
EFG
830
Ehrlich Financial Group
California
$1.14M -$776K -29,928 -41%
Kovitz Investment Group Partners
831
Kovitz Investment Group Partners
Illinois
$1.14M +$471K +18,177 +71%
WIM
832
WealthPlan Investment Management
Nebraska
$1.13M +$17K +657 +2%
VF
833
VitalStone Financial
Texas
$1.12M -$153K -5,889 -12%
EAM
834
Evanson Asset Management
California
$1.12M -$271K -10,440 -19%
JIC
835
Joel Isaacson & Co
New York
$1.12M +$14.7K +567 +1%
WMA
836
West Michigan Advisors
Michigan
$1.11M +$216K +8,259 +24%
YWM
837
Yoder Wealth Management
California
$1.1M – – –
MSA
838
Marino Stram & Associates
Massachusetts
$1.09M – – –
MMHP
839
Murphy Middleton Hinkle & Parker
Georgia
$1.09M – – –
TNBTD
840
Trustmark National Bank Trust Department
Mississippi
$1.08M -$225K -8,685 -17%
GAA
841
Guardian Asset Advisors
Pennsylvania
$1.08M +$27.5K +1,062 +3%
FMII
842
Farmers & Merchants Investments Inc
Nebraska
$1.08M – – –
GF
843
Gries Financial
Ohio
$1.07M -$24.2K -933 -2%
CNFG
844
Creegan & Nassoura Financial Group
New Hampshire
$1.07M -$27.2K -1,050 -2%
PCMC
845
Private Capital Management (Colorado)
Colorado
$1.06M -$127K -4,884 -11%
RF
846
RHS Financial
California
$1.06M -$905K -34,932 -46%
BONH
847
Bank of New Hampshire
New Hampshire
$1.06M – – –
EWA
848
Elevate Wealth Advisory
Georgia
$1.06M +$33.2K +1,269 +3%
APA
849
Astoria Portfolio Advisors
New York
$1.04M -$11K -423 -1%
JFG
850
JMG Financial Group
Illinois
$1.04M -$235K -9,060 -18%
32 33
34
35 36