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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
$791M
2
SLI
Sumitomo Life Insurance
Japan
$678M
3
AAS
Avantax Advisory Services
Texas
$643M
4
Bank of America
Bank of America
North Carolina
$590M
5
AF
Allworth Financial
California
$44.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$217M
3
Osaic Holdings
Osaic Holdings
Arizona
$262M
4
Ameriprise
Ameriprise
Minnesota
$484M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
1151
Cherry Tree Wealth Management
Minnesota
$393K – – –
TF
1152
Tenon Financial
New Jersey
$392K – – –
DP
1153
DDD Partners
Washington
$391K -$2.1K -81 -0.5%
CWA
1154
CM Wealth Advisors
Ohio
$390K -$63.3K -2,418 -14%
FNBT
1155
FineMark National Bank & Trust
Florida
$390K -$31.6K -1,218 -7%
GA
1156
GoalVest Advisory
New York
$389K – – –
HWM
1157
Heirloom Wealth Management
Colorado
$389K – – –
FP
1158
Financial Perspectives
Minnesota
$389K +$2.33K +90 +0.6%
FFO
1159
Fiduciary Family Office
Florida
$389K – – –
SLA
1160
Silver Lake Advisory
Utah
$388K +$26.7K +1,029 +7%
WP
1161
Wealthspan Partners
Iowa
$387K +$149K +5,748 +63%
PS
1162
Planned Solutions
California
$386K +$19.1K +738 +5%
CWM
1163
Castle Wealth Management
Florida
$383K – – –
LEFP
1164
Leading Edge Financial Planning
Tennessee
$377K -$10.7K -411 -3%
FSA
1165
Fort Sheridan Advisors
Illinois
$373K +$373K +14,373 New
CA
1166
Carson Advisory
Georgia
$368K -$9.72K -375 -3%
MG
1167
Mather Group
Illinois
$367K +$117K +4,356 +47%
HPC
1168
HM Payson & Co
Maine
$367K -$5.68K -219 -2%
CAWM
1169
Capital Advisors Wealth Management
Washington
$366K +$49.7K +1,917 +16%
BI
1170
Ballast Inc
Kentucky
$365K – – –
EW
1171
Element Wealth
Mississippi
$365K +$55.5K +2,142 +18%
MHR
1172
Matthew Hamilton Rosenberg
$364K -$9.99K -387 -3%
SFM
1173
Signet Financial Management
New Jersey
$364K -$51.7K -1,995 -12%
VCWA
1174
Vanguard Capital Wealth Advisors
Colorado
$362K +$164K +6,336 +83%
OFG
1175
Omega Financial Group
California
$361K -$3.5K -135 -1%
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47
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