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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 %
GBWM
876
Granite Bay Wealth Management
New Hampshire
$931K -$260K -10,023 -22%
BCWM
877
Bartlett & Co Wealth Management
Ohio
$928K +$46.4K +1,773 +5%
PJSIMP
878
P.J. Schmidt Investment Management (PJS)
Wisconsin
$925K +$40.6K +1,566 +5%
IGWM
879
ICA Group Wealth Management
Colorado
$922K -$901K -34,758 -49%
GWM
880
Guardian Wealth Management
Illinois
$909K +$39.8K +1,536 +5%
MWP
881
Madison Wealth Partners
Wisconsin
$904K -$44.3K -1,710 -5%
PFS
882
Prospect Financial Services
New York
$904K +$201K +7,740 +29%
MFA
883
Morling Financial Advisors
California
$901K – – –
WB
884
Webster Bank
Connecticut
$901K +$15.2K +585 +2%
MM
885
Meridian Management
Arkansas
$899K +$12.9K +498 +1%
CSA
886
Cottage Street Advisors
Massachusetts
$897K +$43.5K +1,677 +5%
CMBA
887
C.M. Bidwell & Associates
Hawaii
$895K -$21.7K -837 -2%
CCFM
888
Clear Creek Financial Management
Washington
$894K +$5.52K +213 +0.6%
DAS
889
Diversify Advisory Services
Utah
$894K +$243K +9,444 +37%
FA
890
Faithward Advisors
Pennsylvania
$893K -$398K -15,369 -31%
CCM
891
Colorado Capital Management
Colorado
$892K – – –
CHJWM
892
Carlton Hofferkamp & Jenks Wealth Management
Texas
$887K +$14.1K +510 +2%
MSAM
893
Moloney Securities Asset Management
Missouri
$884K -$13K -501 -1%
SP
894
SWS Partners
Ohio
$883K -$2.49K -96 -0.3%
Lido Advisors
895
Lido Advisors
California
$881K -$162K -6,186 -16%
AQR Capital Management
896
AQR Capital Management
Connecticut
$879K +$879K +33,909 New
CWM
897
CCG Wealth Management
California
$878K -$267K -10,308 -23%
NC
898
Napatree Capital
Rhode Island
$876K -$76.4K -2,949 -8%
NW
899
NewEdge Wealth
Pennsylvania
$874K -$38.9K -1,500 -4%
BAWC
900
Boyce & Associates Wealth Consulting
Texas
$873K +$58.2K +2,247 +7%
34 35
36
37 38