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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 %
DJSG
976
D.J. St. Germain
Massachusetts
$703K -$14.2K -549 -2%
JFGIW
977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$697K -$54.7K -2,088 -7%
PA
978
Prossimo Advisors
California
$695K +$695K +26,817 New
SC
979
Stephens Consulting
Michigan
$694K -$101K -3,897 -13%
LF
980
LifePlan Financial
Minnesota
$693K +$30.7K +1,185 +5%
CA
981
CGN Advisors
Kansas
$691K +$238K +9,180 +52%
AA
982
Ancora Advisors
Ohio
$688K -$87.9K -3,393 -11%
HIP
983
HUB Investment Partners
Texas
$685K +$91.5K +3,531 +15%
SA
984
Strategic Advisors
New York
$683K -$72.9K -2,814 -10%
CMAI
985
Capital Management Associates Inc
Minnesota
$682K -$24.5K -945 -3%
SAM
986
Sawgrass Asset Management
Florida
$681K – – –
RRWA
987
Rainey & Randall Wealth Advisors
Florida
$680K -$34.3K -1,308 -5%
FCIM
988
Fairview Capital Investment Management
California
$678K -$46.7K -1,800 -6%
SWRP
989
Summit Wealth & Retirement Planning
California
$678K -$8.24K -318 -1%
FPGT
990
Financial Partners Group (Tennessee)
Tennessee
$672K -$311 -12 -0%
BIG
991
Builder Investment Group
Georgia
$672K +$7.31K +282 +1%
BTI
992
Blue Trust Inc
Georgia
$670K +$1.45K +54 +0.2%
MWA
993
Moser Wealth Advisors
Washington
$668K +$36.9K +1,425 +6%
HWAM
994
Hennion & Walsh Asset Management
New Jersey
$668K -$17.9K -690 -3%
CD
995
Chapin Davis
Maryland
$667K +$85.6K +3,303 +15%
AP
996
Appleton Partners
Massachusetts
$662K -$32.1K -1,239 -5%
FFC
997
First Financial Corp
Indiana
$661K -$65.9K -2,541 -9%
LAIC
998
Lederer & Associates Investment Counsel
California
$660K – – –
SPL
999
Smart Portfolios LLC
Washington
$655K +$22.9K +885 +4%
FLPIM
1000
F.L. Putnam Investment Management
Massachusetts
$650K -$308K -11,868 -32%
38 39
40
41 42