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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 %
WF
1176
WoodTrust Financial
Wisconsin
$360K +$360K +13,884 New
CCA
1177
Carrera Capital Advisors
Michigan
$356K +$356K +13,590 New
TA
1178
TFB Advisors
Kansas
$355K +$31K +1,197 +10%
RWM
1179
RKL Wealth Management
Pennsylvania
$355K -$2.18K -84 -0.6%
DSCM
1180
Del-Sette Capital Management
New York
$355K – – –
FWM
1181
Finer Wealth Management
Massachusetts
$355K +$17K +654 +5%
FM
1182
Foster & Motley
Ohio
$354K -$5.21K -201 -1%
BKA
1183
Brick & Kyle Associates
Pennsylvania
$354K +$10.1K +390 +3%
CWG
1184
Cornerstone Wealth Group
North Carolina
$353K – – –
OFS
1185
Oldfather Financial Services
Nebraska
$353K +$6.53K +252 +2%
AA
1186
AlphaMark Advisors
Kentucky
$350K -$16.9K -651 -5%
MW
1187
MBL Wealth
North Carolina
$349K +$349K +13,464 New
TCM
1188
TD Capital Management
Tennessee
$348K +$4.04K +156 +1%
WE
1189
Wealth Effects
Massachusetts
$348K +$61.4K +2,370 +21%
ODG
1190
O'Dell Group
Ohio
$347K – – –
SAM
1191
Seelaus Asset Management
New Jersey
$347K +$40.5K +1,563 +13%
AFA
1192
AA Financial Advisors
Ohio
$346K +$55.1K +2,124 +19%
CAG
1193
Compass Advisory Group
New York
$345K -$3.06K -117 -0.9%
SNBOSD
1194
Security National Bank of So Dak
Iowa
$344K – – –
AIC
1195
Argus Investors Counsel
New York
$343K -$6.22K -240 -2%
AFA
1196
Atlas Financial Advisors
California
$340K +$7.47K +288 +2%
SB
1197
Sunflower Bank
Texas
$339K +$124K +4,800 +58%
LFA
1198
LGT Financial Advisors
Texas
$338K -$26.5K -1,023 -7%
CCFCSB
1199
Cape Cod Five Cents Savings Bank
Massachusetts
$336K – – –
ONSWM
1200
Old North State Wealth Management
North Carolina
$336K – – –
46 47
48
49 50