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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 %
OFS
1051
OMC Financial Services
New York
$533K +$124K +4,785 +30%
TPW
1052
Tiller Private Wealth
Pennsylvania
$532K +$52.1K +2,010 +11%
PVI
1053
Pine Valley Investments
New Jersey
$532K -$47.6K -1,833 -8%
RWP
1054
Ridgecrest Wealth Partners
California
$530K +$134K +5,175 +34%
CCA
1055
Cobblestone Capital Advisors
New York
$529K -$66.1K -2,550 -11%
MC
1056
Moors & Cabot
Massachusetts
$528K -$64.2K -2,475 -11%
FC
1057
Forte Capital
New York
$527K -$10.1K -390 -2%
SA
1058
SpiderRock Advisors
Delaware
$527K +$94.5K +3,645 +22%
CIA
1059
Covington Investment Advisors
Pennsylvania
$525K +$16.4K +633 +3%
SCA
1060
Sage Capital Advisors
South Dakota
$524K – – –
MCP
1061
Mirador Capital Partners
California
$523K -$22.3K -861 -4%
TC
1062
Trilogy Capital
California
$523K +$315K +12,153 +152%
KFA
1063
Kelleher Financial Advisors
New York
$519K – – –
MWM
1064
Mission Wealth Management
California
$516K -$8.71M -336,099 -94%
PWP
1065
Precedent Wealth Partners
Texas
$513K +$308K +11,895 +150%
VPIM
1066
Vanguard Personalized Indexing Management
California
$513K +$30.5K +1,176 +6%
FA
1067
FC Advisory
Pennsylvania
$511K +$65.2K +2,517 +15%
LC
1068
LCNB Corp
Ohio
$511K +$13.4K +516 +3%
BWIA
1069
Bryant Woods Investment Advisors
New York
$511K +$511K +21,660 New
KIC
1070
Keating Investment Counselors
Florida
$510K -$495K -19,098 -49%
TP
1071
Tranquility Partners
Tennessee
$508K -$4.59K -177 -0.9%
CC
1072
Callan Capital
California
$507K +$507K +19,554 New
RRA
1073
Round Rock Advisors
Connecticut
$506K -$7.31K -282 -1%
PWM
1074
Prosperity Wealth Management
California
$504K +$24.8K +957 +5%
GGI
1075
Godsey & Gibb Inc
Virginia
$504K -$37.3K -1,440 -7%
41 42
43
44 45