SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,541 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, 548 reducing their positions, and 98 closing their positions.

Holders
1,541
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.42%
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
548
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$791M
2
SLI
2
Sumitomo Life Insurance
Japan
$678M
3
AAS
3
Avantax Advisory Services
Texas
$643M
4
Bank of America
4
Bank of America
North Carolina
$590M
5
AF
5
Allworth Financial
California
$44.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$217M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$262M
4
Ameriprise
4
Ameriprise
Minnesota
$484M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$310M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
76
Legacy Financial Strategies
Kansas
$39.6M 1,539,786 -1,155 -0.1%
PAG
77
Private Advisor Group
New Jersey
$39.2M 1,511,868 -255,669 -14%
HWM
78
HB Wealth Management
Georgia
$38.9M 1,499,877 -4,770 -0.3%
BFS
79
Burkett Financial Services
South Carolina
$38.7M 1,492,602 +7,239 +0.5%
MSFS
80
Main Street Financial Solutions
Pennsylvania
$37.7M 1,455,156 +80,898 +6%
TLFA
81
True Link Financial Advisors
California
$37.4M 1,443,786 +44,721 +3%
AWC
82
Adamsbrown Wealth Consultants
Kansas
$37.3M 1,437,897 +47,856 +3%
CWM
83
Cedar Wealth Management
California
$36M 1,388,085 +32,217 +2%
BPA
84
Beacon Pointe Advisors
California
$35.5M 1,367,724 -73,950 -5%
AWS
85
Atria Wealth Solutions
New York
$35.3M 1,349,514 +40,230 +3%
BF
86
BOK Financial
Oklahoma
$35.3M 1,360,506 +108,465 +9%
MFG
87
Merit Financial Group
Georgia
$35.3M 1,360,290 -701,586 -34%
RCM
88
Richardson Capital Management
Wisconsin
$34.9M 1,348,044 +47,649 +4%
EA
89
Evergreen Advisors
Tennessee
$34.6M 1,335,522 +47,727 +4%
WA
90
Waverly Advisors
Alabama
$34.5M 1,331,895 +159,936 +14%
CPG
91
Cornerstone Planning Group
New Jersey
$34.3M 1,302,498 +65,856 +5%
NA
92
NewEdge Advisors
Louisiana
$34.1M 1,313,910 +136,164 +12%
VFG
93
Victory Financial Group
Texas
$33.8M 1,304,391 +122,457 +10%
OWM
94
Olympus Wealth Management
Utah
$33.4M 1,290,276 +576,477 +81%
EH
95
Equitable Holdings
New York
$33.4M 1,288,473 +77,568 +6%
SCM
96
Steele Capital Management
Iowa
$33.4M 1,274,868 -40,221 -3%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$33.4M 1,287,474 -45,642 -3%
FFS
98
Founders Financial Securities
Maryland
$32.8M 1,263,654 +11,256 +0.9%
AssetMark Inc
99
AssetMark Inc
California
$32.6M 1,257,747 +998,496 +385%
VVP
100
Venture Visionary Partners
Ohio
$32.5M 1,252,323 -10,662 -0.8%
2 3
4
5 6