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 %
CPA
951
Clear Point Advisors
New York
$756K – – –
CWM
952
Connecticut Wealth Management
Connecticut
$752K – – –
VCAM
953
Van Cleef Asset Management
Ohio
$751K +$135K +5,199 +22%
FC
954
Fusion Capital
South Carolina
$750K -$51.6K -1,992 -6%
KC
955
Kingfisher Capital
North Carolina
$748K -$101K -3,900 -12%
FCM
956
Firestone Capital Management
Florida
$747K – – –
I
957
INVST
Indiana
$747K -$110K -4,260 -13%
MSA
958
McAlister Sweet & Associates
Texas
$743K -$127K -4,896 -15%
EWM
959
EPG Wealth Management
Georgia
$740K -$774K -28,800 Closed
SWA
960
Strategies Wealth Advisors
Michigan
$735K – – –
TPW
961
Transatlantique Private Wealth
New York
$734K +$36.5K +1,410 +5%
Financial Engines Advisors
962
Financial Engines Advisors
California
$732K -$235K -8,949 -24%
CA
963
CSM Advisors
Pennsylvania
$730K -$77.8K -3,000 -10%
NRA
964
NSI Retail Advisors
Pennsylvania
$730K -$77.8K -3,000 -10%
BAAM
965
Baker Avenue Asset Management
California
$726K +$15.6K +600 +2%
MC
966
Miramar Capital
Illinois
$724K -$119K -4,575 -14%
PP
967
Patten & Patten
Tennessee
$722K +$8.87K +342 +1%
MPCL
968
My Personal CFO LLC
Washington
$716K +$1.17K +45 +0.2%
EI
969
Ellevest Inc
New York
$715K -$544 -21 -0.1%
CGL
970
Clarius Group LLC
Washington
$712K +$712K +27,486 New
9WM
971
9258 Wealth Management
Ohio
$709K +$55.6K +2,145 +9%
BFG
972
Bleakley Financial Group
New Jersey
$709K -$19.1K -735 -3%
EP
973
Edgestream Partners
New Jersey
$708K +$423K +16,323 +148%
VWM
974
Valley Wealth Managers
New Jersey
$704K -$1.94K -75 -0.3%
WCM
975
Weik Capital Management
Pennsylvania
$704K -$26.8K -1,035 -4%
37 38
39
40 41