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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
22.42%
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 %
AA
1451
Addison Advisors
Vermont
$48.3K – – –
VDBMI
1452
Van Den Berg Management I
Texas
$47.4K – – –
FAM
1453
Family Asset Management
South Carolina
$47K +$44.6K +1,719 +1,848%
FCMT
1454
Founders Capital Management (Texas)
Texas
$46.7K – – –
VWM
1455
Venturi Wealth Management
Texas
$46.1K +$1.09K +42 +2%
CYG
1456
Clean Yield Group
Vermont
$44K – – –
TWD
1457
True Wealth Design
Ohio
$40.7K – – –
KHC
1458
Koesten Hirschmann & Crabtree
Kansas
$40.3K – – –
FFA
1459
Fairfield Financial Advisors
Massachusetts
$39.1K +$39.1K +1,509 New
OA
1460
Operose Advisors
Wisconsin
$38.7K -$164K -6,333 -81%
AW
1461
Avion Wealth
Texas
$38K +$29.8K +1,152 +362%
CP
1462
Castleview Partners
Texas
$36.1K +$15.3K +591 +74%
BMC
1463
Bear Mountain Capital
Washington
$33.8K +$319 +12 +1%
SRCM
1464
Signature Resources Capital Management
California
$32.3K – – –
RCM
1465
Raleigh Capital Management
North Carolina
$30.5K – – –
OW
1466
Olistico Wealth
Oklahoma
$28.5K +$28.5K +1,098 New
AIP
1467
Ameritas Investment Partners
Nebraska
$27.6K +$6.22K +240 +29%
IA
1468
IFS Advisors
Kansas
$27.2K +$233 +9 +0.9%
PPWM
1469
PFG Private Wealth Management
Florida
$26.7K +$26.7K +1,029 New
MG
1470
MilWealth Group
Wisconsin
$25.7K – – –
IHWM
1471
Iron Horse Wealth Management
Iowa
$25.6K +$25.6K +990 New
RDFA
1472
Ritter Daniher Financial Advisory
Ohio
$25.3K – – –
FHA
1473
First Horizon Advisors
Tennessee
$24.9K – – –
PA
1474
PSI Advisors
Florida
$24.9K – – –
FGAM
1475
Financial Gravity Asset Management
Texas
$24.7K +$24.7K +954 New
57 58
59
60 61