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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
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 %
RGC
1326
Roberts, Glore & Co
Illinois
$229K – – –
Legacy Financial Group (Iowa)
1327
Legacy Financial Group (Iowa)
Iowa
$228K – – –
WG
1328
Wealth Group
North Carolina
$226K – – –
Wolverine Trading
1329
Wolverine Trading
Illinois
$222K +$222K +8,559 New
SM
1330
Sensible Money
Arizona
$221K -$36K -1,389 -14%
WAM
1331
Worth Asset Management
Texas
$220K -$613K -23,643 -74%
PFA
1332
Pure Financial Advisors
California
$218K +$5.83K +225 +3%
EFMC
1333
Empire Financial Management Company
New York
$217K +$217K +8,376 New
CIS
1334
Continental Investors Services
Washington
$217K +$778 +30 +0.4%
TCOV
1335
Trust Company of Vermont
Vermont
$217K +$17.8K +687 +9%
RFP
1336
Root Financial Partners
California
$216K +$216K +8,340 New
SWA
1337
Sax Wealth Advisors
New Jersey
$216K -$362K -13,980 -63%
PHIC
1338
Pine Haven Investment Counsel
Massachusetts
$214K +$7.15K +276 +3%
KDA
1339
Kraft Davis & Associates
Missouri
$214K +$214K +7,797 New
BWG
1340
Berry Wealth Group
Texas
$214K -$3.74M -144,429 -95%
TWC
1341
TD Waterhouse Canada
Ontario, Canada
$214K -$199K -7,722 -48%
SSWM
1342
Smith Salley Wealth Management
North Carolina
$212K +$13.1K +504 +7%
CWM
1343
Calamos Wealth Management
Illinois
$212K -$70.5K -2,721 -25%
LSA
1344
Lansing Street Advisors
Pennsylvania
$212K – – –
ITB
1345
Idaho Trust Bank
Idaho
$211K +$211K +8,154 New
SFG
1346
Sovereign Financial Group
Connecticut
$211K – – –
UB
1347
UMB Bank
Missouri
$210K – – –
TB
1348
Treynor Bancshares
Iowa
$210K -$19K -732 -8%
TVAMP
1349
Tennessee Valley Asset Management Partners
Tennessee
$209K +$209K +8,058 New
BP
1350
BBR Partners
New York
$209K +$209K +8,049 New
52 53
54
55 56