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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 %
SIC
1026
Sigma Investment Counselors
Michigan
$594K -$1.4K -54 -0.2%
MWA
1027
Midland Wealth Advisors
Illinois
$594K +$125K +4,824 +27%
RIA
1028
Realta Investment Advisors
Delaware
$593K +$443K +17,082 +294%
FWA
1029
FSM Wealth Advisors
Ohio
$591K – – –
SL
1030
Salomon & Ludwin
Virginia
$591K – – –
Simplex Trading
1031
Simplex Trading
Illinois
$588K +$588K +22,707 New
NSAM
1032
North Star Asset Management
Wisconsin
$588K +$88.2K +3,402 +18%
SIMG
1033
Sonora Investment Management Group
Arizona
$587K – – –
4WM
1034
49 Wealth Management
Texas
$584K +$47.9K +1,857 +9%
SHJ
1035
Sharkey, Howes & Javer
Colorado
$580K -$286K -11,022 -33%
PAMG
1036
Patton Albertson Miller Group
Tennessee
$576K -$288K -11,112 -33%
SAM
1037
SP Asset Management
California
$575K – – –
MCCP
1038
Mission Creek Capital Partners
California
$573K -$482K -18,585 -46%
WAL
1039
W Advisors LLC
Tennessee
$573K +$49.8K +1,923 +10%
GAM
1040
Gemmer Asset Management
California
$572K -$37.2K -1,434 -6%
HOWA
1041
Heritage Oak Wealth Advisors
Florida
$562K +$562K +21,663 New
AA
1042
AlphaQ Advisors
Florida
$559K -$5.21K -201 -0.9%
BWA
1043
Bordeaux Wealth Advisors
California
$555K -$578K -22,290 -51%
FCA
1044
Fortis Capital Advisors
Kansas
$554K -$10.3K -396 -2%
IAG
1045
Investmark Advisory Group
Connecticut
$552K -$56.3K -2,172 -9%
PCA
1046
Prosperity Capital Advisors
Ohio
$551K -$384K -14,805 -41%
CP
1047
Capital Planning
Washington
$550K -$427K -16,320 -44%
RCM
1048
Rain Capital Management
Oregon
$537K – – –
VHAM
1049
Van Hulzen Asset Management
California
$534K -$63.3K -2,445 -11%
HIC
1050
Holderness Investments Company
North Carolina
$533K -$6.38K -246 -1%
40 41
42
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