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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 %
GIM
1101
Guild Investment Management
California
$462K +$86.4K +3,300 +23%
IC
1102
IEQ Capital
California
$458K +$42.4K +1,635 +10%
CGF
1103
Constant Guidance Financial
Massachusetts
$456K – – –
MFG
1104
Magnus Financial Group
New York
$452K +$230K +8,874 +103%
PGF
1105
Plan Group Financial
Oklahoma
$451K -$921K -35,547 -67%
DWG
1106
Darden Wealth Group
Michigan
$450K +$37.9K +1,461 +9%
FA
1107
Fountainhead AM
New Jersey
$450K -$39K -1,506 -8%
CSI
1108
Cross Staff Investments
New York
$449K -$9.25K -357 -2%
SWM
1109
Stockman Wealth Management
Montana
$449K -$28.1K -1,086 -6%
FCH
1110
Freestone Capital Holdings
Washington
$449K -$556K -21,456 -55%
VV
1111
Verity & Verity
South Carolina
$449K -$302K -11,640 -40%
CA
1112
Centerpoint Advisors
Massachusetts
$447K -$15.4K -594 -3%
HA
1113
Herold Advisors
New York
$446K +$103K +3,963 +30%
GF
1114
GGM Financials
Ohio
$445K +$445K +17,172 New
MWA
1115
Meridian Wealth Advisors
Texas
$445K +$173K +6,690 +64%
NP
1116
NorthRock Partners
Minnesota
$444K +$49.9K +2,679 +13%
SCTC
1117
Sanibel Captiva Trust Company
Florida
$442K -$19.4K -750 -4%
RFC
1118
Regions Financial Corp
Alabama
$439K +$439K +16,929 New
CE
1119
Cornerstone Enterprises
Wisconsin
$437K -$30.9K -1,191 -7%
LWA
1120
Lantern Wealth Advisors
New York
$434K +$110K +4,263 +34%
RZH
1121
Relyea Zuckerberg Hanson
Connecticut
$433K -$37.3K -1,440 -8%
DWT
1122
Dorsey & Whitney Trust
South Dakota
$432K -$126K -4,866 -23%
HR
1123
Howe & Rusling
New York
$432K -$3.81K -147 -0.9%
ZRP
1124
Zynergy Retirement Planning
New Jersey
$431K +$431K +16,644 New
M1FG
1125
Mach-1 Financial Group
Arkansas
$429K +$34K +1,308 +9%
43 44
45
46 47