SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TH
1251
Team Hewins
California
$281K -$23.5K -900 -8%
NWM
1252
Northcape Wealth Management
New York
$280K
CGA
1253
Crescent Grove Advisors
Illinois
$279K
HA
1254
HFG Advisors
Ohio
$279K
CAL
1255
Capital Advisors Ltd
Ohio
$278K -$66.6K -2,571 -19%
TWM
1256
Tanglewood Wealth Management
Texas
$277K
EWM
1257
Evercore Wealth Management
New York
$274K
MFC
1258
Morris Financial Concepts
South Carolina
$273K
DAM
1259
Delta Asset Management
Tennessee
$272K
DW30
1260
Drucker Wealth 3.0
New Jersey
$271K +$271K +10,470 New
TC
1261
Tenret Company
Florida
$271K
LRPA
1262
L. Roy Papp & Associates
Arizona
$271K -$19.1K -735 -7%
PMFA
1263
Plante Moran Financial Advisors
Michigan
$271K +$117K +4,533 +77%
GP
1264
Girard Partners
Pennsylvania
$270K +$15.1K +582 +6%
JHCP
1265
Jackson Hole Capital Partners
Oklahoma
$269K
HKIMG
1266
Hutchens & Kramer Investment Management Group
Indiana
$268K
W
1267
WealthCollab
Washington
$268K
LWM
1268
Lodestone Wealth Management
Washington
$268K -$150K -5,796 -36%
FFA
1269
First Foundation Advisors
California
$266K
RCA
1270
Resonant Capital Advisors
Wisconsin
$266K +$5.11K +195 +2%
MCWS
1271
McKinley Carter Wealth Services
West Virginia
$266K -$386K -14,907 -59%
HAC
1272
Harbor Advisory Corp
New Hampshire
$265K
DS
1273
DRW Securities
Illinois
$263K +$263K +10,143 New
HAM
1274
Harmony Asset Management
Arizona
$262K -$15.6K -600 -6%
AIM
1275
Acropolis Investment Management
Missouri
$262K