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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 %
WP
1226
Westmount Partners
California
$307K +$20.5K +795 +7%
JBA
1227
Johnson Bixby & Associates
Washington
$307K -$4.74K -183 -2%
RWB
1228
RMR Wealth Builders
New Jersey
$306K -$67.6K -2,610 -18%
ACM
1229
AlphaStar Capital Management
North Carolina
$305K -$197K -7,614 -39%
SL
1230
Stevard LLC
Illinois
$305K – – –
SPWM
1231
Straight Path Wealth Management
Michigan
$305K -$700 -27 -0.2%
BHWM
1232
Beaird Harris Wealth Management
Texas
$303K – – –
BAM
1233
Bosun Asset Management
Illinois
$303K – – –
DLCIG
1234
D.L. Carlson Investment Group
New Hampshire
$303K +$14.6K +564 +5%
JC
1235
JB Capital
Connecticut
$300K +$19.4K +750 +7%
NC
1236
NovaPoint Capital
Georgia
$296K – – –
GL
1237
Gerber LLC
Ohio
$295K +$700 +27 +0.2%
SWA
1238
Sightline Wealth Advisors
Connecticut
$293K – – –
NWMG
1239
National Wealth Management Group
Ohio
$292K +$11K +426 +4%
PFBT
1240
Parkside Financial Bank & Trust
Missouri
$291K +$25.8K +996 +10%
SFO
1241
Stokes Family Office
Louisiana
$291K +$58.3K +2,250 +25%
AFAS
1242
Acorn Financial Advisory Services
Virginia
$291K -$78 -3 -0%
TA
1243
TFG Advisers
Michigan
$290K +$60.5K +2,334 +26%
MSCM
1244
McElhenny Sheffield Capital Management
Texas
$290K -$5.83K -225 -2%
LCM
1245
Leisure Capital Management
California
$288K +$3.11K +120 +1%
Neuberger Berman Group
1246
Neuberger Berman Group
New York
$288K +$47.4K +1,830 +20%
GHA
1247
GW Henssler & Associates
Georgia
$286K -$13.2K -510 -4%
FA
1248
Flagstar Advisors
New York
$283K +$50.9K +1,944 +22%
PMSA
1249
Patrick M. Sweeney & Associates
Illinois
$283K +$55.9K +2,235 +25%
TDC
1250
Thompson Davis & Co
Virginia
$282K -$15.9K -615 -5%
48 49
50
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