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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 %
DOA
901
D'Orazio & Associates
Virginia
$866K -$263K -10,155 -23%
B
902
Bailard
California
$862K -$36.9K -1,425 -4%
HKIM
903
Hayek Kallen Investment Management
Alabama
$860K -$4.12K -159 -0.5%
CCM
904
Coldstream Capital Management
Washington
$860K +$55.6K +2,145 +7%
BWP
905
Balboa Wealth Partners
Arizona
$852K -$27.5K -1,059 -3%
AWM
906
Adams Wealth Management
Utah
$850K -$229K -8,829 -21%
CI
907
CacheTech Inc
Utah
$850K +$850K +32,793 New
BCMLT
908
Beacon Capital Management LLC (Tennessee)
Tennessee
$846K -$70.5K -2,721 -8%
EFG
909
Ethos Financial Group
Pennsylvania
$845K -$7.03M -268,455 -89%
IWP
910
Insight Wealth Partners
Texas
$843K +$107K +4,113 +14%
BC
911
Barnett & Company
Tennessee
$837K -$8.79K -339 -1%
IFWM
912
Institute for Wealth Management
Colorado
$837K -$322K -12,414 -28%
SFG
913
Sage Financial Group
Pennsylvania
$833K -$18.3K -705 -2%
GWM
914
Gray Wealth Management
Maine
$831K -$53.3K -2,055 -6%
DC
915
Darrow Company
Massachusetts
$830K +$78 +3 +0%
OC
916
Oarsman Capital
Wisconsin
$822K +$24.7K +954 +3%
IA
917
IFG Advisory
Georgia
$821K -$5.01M -193,227 -86%
SP
918
Stonebrook Private
Michigan
$818K +$21.7K +837 +3%
WWP
919
Walden Wealth Partners
Ohio
$817K – – –
AWA
920
Arete Wealth Advisors
Illinois
$815K +$23.6K +912 +3%
MWM
921
Modera Wealth Management
New Jersey
$807K – – –
CWM
922
Cornerstone Wealth Management
Missouri
$806K -$11.9K -459 -1%
SHGA
923
Sand Hill Global Advisors
California
$806K +$806K +31,086 New
ACM
924
Avalon Capital Management
California
$805K – – –
SPA
925
Sentinel Pension Advisors
Massachusetts
$805K -$3.17M -122,217 -80%
35 36
37
38 39