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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 %
CPG
1401
Custom Portfolio Group
Colorado
$123K – – –
JPWM
1402
Jamison Private Wealth Management
Georgia
$119K -$3.03K -117 -2%
PCM
1403
Palouse Capital Management
Washington
$119K +$3.19K +123 +3%
SIS
1404
Sound Income Strategies
Florida
$119K -$48.2K -1,860 -29%
NFSG
1405
Newbridge Financial Services Group
Florida
$117K -$855 -33 -0.7%
DEM
1406
Disciplined Equity Management
Florida
$117K +$117K +4,497 New
WPA
1407
West Paces Advisors
Georgia
$115K -$38.9K -1,500 -25%
BNP Paribas Financial Markets
1408
BNP Paribas Financial Markets
France
$101K -$932K -35,955 -90%
MPWT
1409
MassMutual Private Wealth & Trust
Connecticut
$101K -$6.3K -243 -6%
PWMG
1410
Prestige Wealth Management Group
New Jersey
$97.8K – – –
HCM
1411
Hollencrest Capital Management
California
$97.4K +$82.1K +3,168 +536%
PIP
1412
Peachtree Investment Partners
Florida
$95.7K – – –
HDIM
1413
Hanson & Doremus Investment Management
Vermont
$94K – – –
VAMG
1414
Voisard Asset Management Group
Michigan
$93.3K +$64.2K +2,475 +220%
UIA
1415
Ulland Investment Advisors
Minnesota
$93K -$234 -9 -0.3%
CPA
1416
Cardiff Park Advisors
California
$93K +$23.7K +915 +34%
BA
1417
Ballast Advisors
Minnesota
$92.3K – – –
BL
1418
Balentine LLC
Georgia
$89.3K – – –
AT
1419
Avalon Trust
New Mexico
$88.6K – – –
CFFP
1420
Center for Financial Planning
Michigan
$87.8K – – –
RTL
1421
Red Tortoise LLC
Georgia
$83K -$29.1K -1,122 -26%
GJWM
1422
Gilliland Jeter Wealth Management
Arkansas
$80.8K – – –
VCM
1423
Versant Capital Management
Arizona
$80.4K +$80.3K +3,096 +51,600%
QCG
1424
Quadrant Capital Group
Ohio
$78.9K – – –
JWA
1425
JFS Wealth Advisors
Pennsylvania
$74.7K +$17.3K +666 +30%
55 56
57
58 59