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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 %
AF
126
Apexium Financial
Texas
$26M +$1.7M +64,914 +7%
CFS
127
CRA Financial Services
New Jersey
$26M +$796K +30,711 +3%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$25.9M +$291K +11,241 +1%
ACA
129
Aspire Capital Advisors
Washington
$25.5M +$535K +20,628 +2%
SA
130
SRH Advisors
Kansas
$25.5M -$90.7K -3,501 -0.4%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$24.6M +$656K +25,293 +3%
VFP
132
Verus Financial Partners
Virginia
$24.4M +$1.46M +56,379 +6%
SFA
133
Souders Financial Advisors
Ohio
$24.3M +$842K +32,487 +4%
FWM
134
ForthRight Wealth Management
Georgia
$23.9M +$1.8M +69,564 +8%
IPW
135
Intergy Private Wealth
Colorado
$23.6M +$1.21M +46,809 +5%
CWC
136
Carolinas Wealth Consulting
North Carolina
$23.6M +$556K +21,243 +2%
MAM
137
McCarthy Asset Management
California
$23.4M -$264K -10,170 -1%
AFA
138
AllGen Financial Advisors
Florida
$23M +$821K +31,689 +4%
CRC
139
Curi RMB Capital
Illinois
$22.9M -$1.66M -64,020 -7%
SA
140
Sanctuary Advisors
Indiana
$22.9M +$22.9M +885,843 New
DWM
141
Dakota Wealth Management
Florida
$22.7M -$171K -6,561 -0.7%
SPC
142
Sigma Planning Corp
Michigan
$22.7M -$6.94M -267,903 -23%
AFP
143
Ausdal Financial Partners
Iowa
$22.6M -$2.79M -107,664 -11%
WMR
144
Wealth Management Resources
Rhode Island
$22.6M +$51.6K +1,989 +0.2%
SFP
145
Sweet Financial Partners
Minnesota
$22.4M -$20.5K -792 -0.1%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$22.3M +$1.55M +59,628 +7%
PAS
147
Park Avenue Securities
New York
$22M +$1.32M +50,922 +6%
CAM
148
Creekmur Asset Management
Illinois
$22M +$6.87M +264,873 +45%
TW
149
TrinityPoint Wealth
Connecticut
$22M +$1.69M +65,268 +8%
FI
150
Financial Insights
Washington
$21.9M +$249K +9,609 +1%
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