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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 %
FFL
1376
Financial Freedom LLC
Ohio
$188K – – –
TIM
1377
Tortoise Investment Management
New York
$184K +$467 +18 +0.3%
PCA
1378
Providence Capital Advisors
North Carolina
$179K – – –
AWM
1379
Abound Wealth Management
Tennessee
$177K -$9.25K -357 -5%
1IA
1380
1620 Investment Advisors
Massachusetts
$175K +$175K +6,744 New
HFS
1381
HBC Financial Services
Washington
$172K -$532K -16,278 -76%
HFS
1382
Hantz Financial Services
Michigan
$171K +$93.4K +3,615 +121%
BLC
1383
Brown, Lisle/Cummings
Rhode Island
$169K +$167K +6,450 +10,750%
HI
1384
Hendershot Investments
Virginia
$167K – – –
JWM
1385
Jupiter Wealth Management
Colorado
$165K +$165K +6,000 New
RWMG
1386
Redwood Wealth Management Group
New Jersey
$165K +$165K +6,360 New
RI
1387
Ridgewood Investments
New Jersey
$162K +$162K +6,240 New
GI
1388
GAMMA Investing
California
$161K +$51.6K +1,989 +47%
CMP
1389
Coston McIsaac & Partners
Maine
$161K +$386 +15 +0.2%
GWS
1390
Glassman Wealth Services
Virginia
$160K -$26.1K -1,005 -14%
AAG
1391
Accordant Advisory Group
Maryland
$156K -$70K -2,700 -31%
RBC
1392
Roble Belko & Company
Pennsylvania
$152K +$6.77K +261 +5%
LOIP
1393
Live Oak Investment Partners
Texas
$148K – – –
TCG
1394
Transcendent Capital Group
Oklahoma
$147K – – –
BAM
1395
Byrne Asset Management
New Jersey
$141K +$141K +5,481 New
EWM
1396
Evermay Wealth Management
Virginia
$136K -$11.8K -453 -8%
CIR
1397
Clear Investment Research
Georgia
$134K +$4.12K +159 +3%
FPFS
1398
First Personal Financial Services
North Carolina
$130K – – –
AWM
1399
Activest Wealth Management
Florida
$127K – – –
BBHC
1400
Brown Brothers Harriman & Co
New York
$126K -$68.1K -2,628 -35%
54 55
56
57 58