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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 %
PCM
1501
Perritt Capital Management
Illinois
$13.6K – – –
NC
1502
NewSquare Capital
Pennsylvania
$12.7K +$12.3K +474 +3,160%
BFO
1503
Biltmore Family Office
North Carolina
$11.8K – – –
KC
1504
Knuff & Co
California
$10.7K +$10.7K +411 New
MRCM
1505
M&R Capital Management
New Jersey
$10.5K – – –
FMP
1506
Financial Management Professionals
Texas
$10K – – –
HFA
1507
Hershey Financial Advisers
Pennsylvania
$9.49K +$9.49K +366 New
NMM
1508
Naples Money Management
Florida
$9.1K +$154 +6 +2%
PPA
1509
Painted Porch Advisors
California
$8.94K +$8.94K +345 New
UWS
1510
Unique Wealth Strategies
Illinois
$8.15K +$8.15K +303 New
KA
1511
Kozak & Associates
Colorado
$7.86K – – –
LB
1512
Legacy Bridge
Iowa
$7.78K -$3.03K -117 -28%
RFG
1513
RFP Financial Group
Georgia
$7.78K – – –
KFS
1514
Kelly Financial Services
Massachusetts
$7.57K -$512K -19,692 -99%
IFAM
1515
Institutional & Family Asset Management
Colorado
$7.31K – – –
BCA
1516
Bray Capital Advisors
Florida
$7.02K – – –
B
1517
Birchbrook
Maine
$6.22K -$10.7K -411 -63%
LWA
1518
Lowe Wealth Advisors
Maryland
$5.83K – – –
WPWM
1519
Western Pacific Wealth Management
Illinois
$5.3K – – –
VAG
1520
VisionPoint Advisory Group
Texas
$5.29K +$78 +3 +1%
HWM
1521
HighMark Wealth Management
Minnesota
$4.75K – – –
CNBTD
1522
Citizens National Bank Trust Department
Mississippi
$4.67K – – –
NMG
1523
New Millennium Group
Utah
$3.9K +$3.9K +150 New
WWP
1524
WR Wealth Planners
Missouri
$3.89K -$1.09K -42 -22%
FFA
1525
Frazier Financial Advisors
Ohio
$3.89K – – –
59 60
61
62 63