SCHD icon

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 %
TF
1426
Tompkins Financial
New York
$74.5K -$40.3K -1,554 -35%
MA
1427
MCF Advisors
Kentucky
$74.1K +$12.9K +495 +21%
ATPW
1428
Ashton Thomas Private Wealth
Arizona
$72.5K +$72.5K +2,796 New
ITIM
1429
Indiana Trust & Investment Management
Indiana
$72.2K – – –
SIC
1430
SJS Investment Consulting
Ohio
$71.9K -$72.6K -2,799 -50%
Allspring Global Investments
1431
Allspring Global Investments
North Carolina
$70.8K – – –
TAM
1432
Tucker Asset Management
Colorado
$69.4K – – –
FDCDDQ
1433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68K – – –
LWM
1434
Liberty Wealth Management
California
$68K +$68K +157,785 New
TSWM
1435
Tyler-Stone Wealth Management
Ohio
$64.5K – – –
GEA
1436
Glen Eagle Advisors
New Jersey
$63K -$12.8K -495 -17%
LIA
1437
Lynx Investment Advisory
District of Columbia
$62.5K +$62.5K +2,409 New
GLR
1438
Great Lakes Retirement
Ohio
$62.1K +$62.1K +2,373 New
RAM
1439
Riggs Asset Management
Pennsylvania
$61.6K +$78 +3 +0.1%
GTAM
1440
Global Trust Asset Management
Florida
$59.2K – – –
WIA
1441
Wetzel Investment Advisors
Indiana
$59.1K – – –
VWWMG
1442
Vermillion & White Wealth Management Group
Pennsylvania
$58.2K – – –
AIC
1443
Archer Investment Corporation
Indiana
$56.2K +$10K +387 +22%
LI
1444
LRI Investments
Florida
$55.6K -$50.6K -1,950 -48%
GWSA
1445
Global Wealth Strategies & Associates
Colorado
$55.2K -$1.56K -60 -3%
SAG
1446
Spotlight Asset Group
Illinois
$54.4K – – –
LC
1447
Lindbrook Capital
California
$53.7K – – –
HCP
1448
Hexagon Capital Partners
Arkansas
$51.7K +$40.3K +1,557 +355%
PG
1449
Proffitt & Goodson
Tennessee
$50.5K – – –
JFG
1450
JDM Financial Group
Texas
$48.5K – – –
56 57
58
59 60