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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,541 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, 548 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.41%
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
548
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 %
BWM
1126
Birchcreek Wealth Management
Ohio
$426K -$210K -8,085 -33%
CAM
1127
Carret Asset Management
New York
$425K +$54.4K +2,100 +15%
MWM
1128
Merriman Wealth Management
Washington
$424K +$943 +36 +0.2%
GWM
1129
GSB Wealth Management
Connecticut
$423K +$2.88K +111 +0.7%
RP
1130
Rice Partnership
Hawaii
$420K +$420K +16,215 New
TI
1131
Tidal Investments
Wisconsin
$419K +$121K +4,653 +40%
GWA
1132
GGM Wealth Advisors
Maryland
$419K +$35.5K +1,356 +9%
WHG
1133
Westwood Holdings Group
Texas
$419K – – –
NCM
1134
Next Capital Management
New York
$416K +$23.1K +891 +6%
AIM
1135
Aspen Investment Management
Michigan
$416K +$16.2K +624 +4%
BWM
1136
Buska Wealth Management
Wisconsin
$415K +$202K +7,812 +95%
PA
1137
Procyon Advisors
Connecticut
$412K +$114K +4,404 +38%
OL
1138
Owen LaRue
Kentucky
$410K -$21.1K -813 -5%
SWMG
1139
Sanchez Wealth Management Group
Florida
$410K – – –
1SB
1140
1ST Source Bank
Indiana
$405K – – –
CFS
1141
Cannon Financial Strategists
Georgia
$405K – – –
ESB
1142
Essex Savings Bank
Connecticut
$403K +$8.4K +324 +2%
NG
1143
Norden Group
Utah
$402K – – –
TFGT
1144
TS Financial Group (TSFG)
Illinois
$401K -$1.56K -60 -0.4%
FFM
1145
Forum Financial Management
Illinois
$400K +$191K +7,365 +91%
SP
1146
Successful Portfolios
Florida
$398K +$50.1K +1,932 +14%
DSC
1147
Duncker Streett & Co
Missouri
$396K – – –
LFA
1148
Legacy Financial Advisors
Kentucky
$395K -$25.4K -978 -6%
BFC
1149
Bedel Financial Consulting
Indiana
$395K -$9.72K -375 -2%
AIMC
1150
Alley Investment Management Company
Illinois
$393K +$5.75K +222 +1%
44 45
46
47 48