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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 %
SPW
1276
Sonoma Private Wealth
California
$261K -$294K -11,340 -53%
WFA
1277
West Financial Advisors
Iowa
$261K +$2.41K +93 +0.9%
GT
1278
Greenleaf Trust
Michigan
$261K -$284K -10,944 -52%
GWMR
1279
GC Wealth Management RIA
Massachusetts
$260K – – –
SFS
1280
Solitude Financial Services
Virginia
$259K -$425K -16,380 -62%
SNBOSCI
1281
Security National Bank of Sioux City Iowa
Iowa
$259K – – –
MCWA
1282
Meadow Creek Wealth Advisors
Georgia
$259K +$259K +10,005 New
WA
1283
Waterford Advisors
New York
$259K – – –
CAM
1284
Clark Asset Management
New Hampshire
$259K – – –
SAG
1285
SageView Advisory Group
California
$257K -$2.33M -90,033 -90%
FAIM
1286
Financial Advocates Investment Management
Washington
$253K -$121K -4,653 -32%
GC
1287
Grimes & Company
Massachusetts
$252K -$12.8K -492 -5%
OC
1288
Oakworth Capital
Alabama
$252K +$229K +8,832 +985%
PAA
1289
Peregrine Asset Advisers
Oregon
$252K +$27.2K +1,050 +12%
CP
1290
Creekside Partners
California
$251K +$251K +9,672 New
Russell Investments Group
1291
Russell Investments Group
United Kingdom
$250K +$186K +7,164 +287%
SIM
1292
Studio Investment Management
Illinois
$250K +$73.3K +2,772 +42%
SFP
1293
Strategic Financial Partners
Oregon
$249K – – –
LSIA
1294
LaSalle St. Investment Advisors
Illinois
$249K -$83.2K -3,210 -25%
VWM
1295
Vigilare Wealth Management
Arizona
$249K -$5.05K -195 -2%
RBCM
1296
Raub Brock Capital Management
California
$248K – – –
OWA
1297
Outlook Wealth Advisors
Texas
$247K +$14K +540 +6%
WAS
1298
WESPAC Advisors SoCal
California
$246K +$21.4K +825 +9%
MSG
1299
Main Street Group
Virginia
$246K +$542 +21 +0.2%
KA
1300
Klingman & Associates
New York
$245K – – –
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