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 %
WWM
1351
Wagner Wealth Management
South Carolina
$208K +$9.95K +384 +5%
SAMT
1352
Select Asset Management & Trust
Pennsylvania
$208K
LWM
1353
Laidlaw Wealth Management
New York
$208K +$208K +8,013 New
GF
1354
Gimbal Financial
Indiana
$207K
SFG
1355
Synergy Financial Group
California
$207K -$2.96K -114 -1%
GWANC
1356
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$26.2K -1,011 -11%
BCP
1357
Blue Chip Partners
Michigan
$205K -$21.9K -846 -10%
PFM
1358
Peak Financial Management
Massachusetts
$205K
BWP
1359
BSW Wealth Partners
Colorado
$205K
WTA
1360
Washington Trust Advisors
Massachusetts
$204K +$195K +7,512 +2,003%
AIA
1361
Allied Investment Advisors
Montana
$204K
AC
1362
Apella Capital
Connecticut
$204K +$7.87K +306 +4%
KP
1363
Keel Point
Alabama
$203K +$203K +7,569 New
CSC
1364
Caldwell Sutter Capital
California
$203K +$81.6K +3,150 +67%
TC
1365
TAP Consulting
Missouri
$202K +$202K +7,806 New
AFG
1366
Arkansas Financial Group
Arkansas
$202K -$240K -9,270 -54%
Kayne Anderson Rudnick Investment Management
1367
Kayne Anderson Rudnick Investment Management
California
$201K
MCP
1368
Martin Capital Partners
Oregon
$201K -$29.8K -1,149 -13%
CAM
1369
Covenant Asset Management
New Jersey
$201K -$5.52K -213 -3%
BWFA
1370
Baltimore-Washington Financial Advisors
Maryland
$200K
AWM
1371
Aberdeen Wealth Management
Illinois
$194K
TSMHT
1372
Thurston Springer Miller Herd & Titak
Indiana
$192K +$192K +7,419 New
MIA
1373
MeadowBrook Investment Advisors
Michigan
$192K
HIA
1374
Harbor Investment Advisory
Maryland
$192K +$23.4K +903 +14%
TFA
1375
Toth Financial Advisory
Virginia
$191K -$9.1K -351 -5%