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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 %
WCFA
851
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$28.9K +1,113 +3%
AWG
852
Altus Wealth Group
Colorado
$1.03M +$124K +4,785 +14%
HNB
853
Hilltop National Bank
Wyoming
$1.02M +$1.02M +39,528 New
VFG
854
Valley Financial Group
Pennsylvania
$1.01M -$11.4K -438 -1%
GDP
855
Great Diamond Partners
Maine
$1.01M -$29.9K -1,152 -3%
MA
856
MAS Advisors
Florida
$1.01M +$19.3K +744 +2%
RDIA
857
RE Dickinson Investment Advisors
Iowa
$1.01M -$521K -20,022 -34%
UAG
858
United Advisor Group
Ohio
$1.01M +$1.01M +38,931 New
CWM
859
Collaborative Wealth Management
Florida
$999K – – –
RK
860
Rather & Kittrell
Tennessee
$994K – – –
GJIA
861
Glass Jacobson Investment Advisors
Maryland
$992K +$2.1K +81 +0.2%
SWA
862
SOA Wealth Advisors
New York
$990K -$34.1K -1,317 -3%
ACA
863
Atlas Capital Advisors
Wyoming
$989K +$1.56K +60 +0.2%
BFA
864
Beaumont Financial Advisors
Massachusetts
$986K -$10.6K -408 -1%
CAI
865
Capital Advisors Inc
Oklahoma
$977K +$67.5K +2,604 +7%
SLWA
866
San Luis Wealth Advisors
California
$975K +$975K +37,602 New
IMC Chicago
867
IMC Chicago
Illinois
$956K +$956K +36,867 New
FFA
868
Fortune Financial Advisors
Kansas
$952K +$253K +9,753 +36%
HT
869
Headlands Technologies
Illinois
$948K +$645K +24,879 +213%
VC
870
Vicus Capital
Pennsylvania
$948K +$99.5K +3,837 +12%
PB
871
Pinnacle Bancorp
Nebraska
$942K -$70.7K -2,727 -7%
MW
872
Marcum Wealth
Ohio
$942K +$284K +10,974 +43%
AWA
873
Aaron Wealth Advisors
Illinois
$941K -$4.67K -180 -0.5%
AG
874
Ascent Group
Virginia
$940K +$11.3K +435 +1%
FWP
875
FAS Wealth Partners
Kansas
$931K +$46.3K +1,788 +5%
33 34
35
36 37