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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.

Holders
1,541
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.42%
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
1
Charles Schwab
California
$791M
2
SLI
2
Sumitomo Life Insurance
Japan
$678M
3
AAS
3
Avantax Advisory Services
Texas
$643M
4
Bank of America
4
Bank of America
North Carolina
$590M
5
AF
5
Allworth Financial
California
$44.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$217M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$262M
4
Ameriprise
4
Ameriprise
Minnesota
$484M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
101
Leelyn Smith
Illinois
$31.8M +$1.61M +62,238 +5%
SFG
102
Sunburst Financial Group
Alabama
$31.8M -$1.41M -54,513 -4%
SCI
103
Silver Coast Investments
United States
$31.6M +$1.44M +55,683 +5%
KBFS
104
Kohmann Bosshard Financial Services
Ohio
$31.1M -$12.8M -492,552 -29%
MCM
105
MAI Capital Management
Ohio
$31.1M +$10.8M +418,359 +54%
VDI
106
Vaughan David Investments
Illinois
$30.1M +$788K +30,402 +3%
JFA
107
JNBA Financial Advisors
Minnesota
$30M -$8.18M -315,567 -21%
NRI
108
NFP Retirement Inc
California
$29.2M +$1.48M +57,090 +5%
NQWM
109
Northwest Quadrant Wealth Management
Oregon
$28.7M +$1.13M +43,494 +4%
AFA
110
American Financial Advisors
Georgia
$28.2M +$1.39M +53,502 +5%
WAM
111
WFA Asset Management
Wisconsin
$28.2M -$4.3M -165,723 -13%
NFG
112
Nadler Financial Group
Illinois
$28.1M +$360K +13,875 +1%
RW
113
Regimen Wealth
Georgia
$28.1M -$114K -4,416 -0.4%
NFW
114
Noble Family Wealth
Florida
$28M +$1.01M +39,063 +4%
LPAM
115
Lodestar Private Asset Management
California
$28M +$435K +16,770 +2%
HI
116
Hudock Inc
Pennsylvania
$27.9M +$267K +10,305 +1%
William Blair & Company
117
William Blair & Company
Illinois
$27.9M +$20.5M +791,736 +278%
WFS
118
Walker Financial Services
Kentucky
$27.5M +$2.33M +89,811 +9%
FT
119
Fiduciary Trust
Massachusetts
$27.5M -$26.2M -1,010,082 -49%
IAN
120
Integrated Advisors Network
Texas
$27.4M +$3.9M +150,420 +17%
AAS
121
Asset Allocation Strategies
Michigan
$27.3M +$703K +27,114 +3%
HI
122
Horizon Investments
North Carolina
$27.2M +$1.1M +42,333 +4%
PD
123
Planning Directions
Pennsylvania
$27.1M +$1.04M +40,308 +4%
IWC
124
Integrated Wealth Concepts
Massachusetts
$26.8M +$232K +8,940 +0.9%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$26.5M +$701K +27,063 +3%
3 4
5
6 7