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 %
SIC
1301
Samalin Investment Counsel
New York
$245K -$78 -3 -0%
FSWA
1302
Financial Synergies Wealth Advisors
Texas
$244K +$8.17K +315 +3%
CB
1303
CNB Bank
Pennsylvania
$243K -$10.3K -399 -4%
GT
1304
Glenmede Trust
Pennsylvania
$243K +$33.8K +1,305 +16%
ERIC
1305
Eagle Rock Investment Company
Georgia
$242K +$19.9K +768 +9%
PCFFS
1306
Pacific Center for Financial Services
California
$241K
STA
1307
Summit Trail Advisors
New York
$239K
CWM
1308
Concentric Wealth Management
California
$238K
RCAG
1309
Rehmann Capital Advisory Group
Michigan
$238K -$5.99K -231 -2%
VCM
1310
Virtue Capital Management
Tennessee
$238K -$233K -8,703 -50%
RWRC
1311
R.W. Roge & Company
New York
$237K
QWM
1312
Quadcap Wealth Management
Texas
$236K -$208K -8,799 -47%
QPWM
1313
Quadrant Private Wealth Management
Pennsylvania
$236K +$236K +9,003 New
MBI
1314
May Barnhard Investments
Maryland
$236K -$45.4K -1,752 -16%
SIAG
1315
Safeguard Investment Advisory Group
California
$235K
RWM
1316
Rockwood Wealth Management
Pennsylvania
$235K +$235K +9,066 New
HWMO
1317
Heritage Wealth Management (Ohio)
Ohio
$235K +$235K +9,141 New
WWM
1318
Wolff Wiese Magana
California
$231K -$15.8K -609 -6%
WAAG
1319
Wealth Alliance Advisory Group
Kansas
$231K
PWM
1320
Provident Wealth Management
Tennessee
$231K
FMWA
1321
Forvis Mazars Wealth Advisors
Missouri
$231K -$26.9K -1,038 -10%
MAC
1322
Mason & Associates (California)
California
$231K +$233 +9 +0.1%
GL
1323
Graypoint LLC
New York
$230K +$19K +732 +9%
TCMP
1324
Thrive Capital Management (Pennsylvania)
Pennsylvania
$230K +$230K +8,862 New
PA
1325
Perennial Advisors
New York
$229K