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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 %
T
1076
Tidemark
California
$503K +$40.9K +1,578 +9%
AAS
1077
Annex Advisory Services
Wisconsin
$503K -$71.3K -2,751 -12%
BPWM
1078
Badgley Phelps Wealth Managers
Washington
$503K +$231K +8,817 +85%
MA
1079
Mezzasalma Advisors
New Jersey
$500K -$153K -5,895 -23%
S
1080
SignatureFD
Georgia
$499K -$22.2K -855 -4%
CCP
1081
Clarkston Capital Partners
Michigan
$499K – – –
KWM
1082
KFG Wealth Management
Indiana
$495K +$178K +6,876 +56%
ORC
1083
O'Rourke & Company
Massachusetts
$495K +$104K +3,999 +26%
WT
1084
Whittier Trust
California
$492K -$180K -6,948 -27%
EIP
1085
Ellis Investment Partners
Pennsylvania
$491K +$123K +4,737 +33%
PP
1086
PDS Planning
Ohio
$490K +$7.78K +300 +2%
APW
1087
Austin Private Wealth
Texas
$488K -$69.7K -2,688 -12%
PIA
1088
Pinion Investment Advisors
Kansas
$483K – – –
ECM
1089
Evergreen Capital Management
Washington
$482K +$1.81K +69 +0.4%
FCA
1090
FinTrust Capital Advisors
South Carolina
$480K +$9.02K +348 +2%
TCM
1091
Traynor Capital Management
Pennsylvania
$479K +$1.24K +48 +0.3%
CC
1092
Commons Capital
Massachusetts
$479K – – –
SIMC
1093
Squire Investment Management Company
Utah
$478K – – –
SHA
1094
Seneca House Advisors
Virginia
$478K -$47K -1,815 -9%
ACA
1095
American Capital Advisory
Idaho
$477K +$198K +7,806 +71%
ZIM
1096
Zacks Investment Management
Illinois
$467K +$129K +4,971 +38%
ALWM
1097
Andrews Lucia Wealth Management
California
$466K – – –
IPWA
1098
International Private Wealth Advisors
California
$465K -$66.5K -2,565 -13%
HTC
1099
Haverford Trust Company
Pennsylvania
$464K – – –
MWM
1100
Maripau Wealth Management
Indiana
$462K -$29.6K -1,131 -6%
42 43
44
45 46