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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 %
RWA
1526
Redmont Wealth Advisors
Illinois
$3.84K – – –
AFS
1527
Annapolis Financial Services
Maryland
$3.73K – – –
SN
1528
Sittner & Nelson
Oregon
$3.73K -$77.8K -3,000 -95%
IWP
1529
IAG Wealth Partners
Wisconsin
$3.73K – – –
FHC
1530
First Heartland Consultants
Missouri
$3.09K -$3.23K -124,392 -51%
AWM
1531
Angeles Wealth Management
California
$2.33K -$25.3K -975 -92%
CCM
1532
Chilton Capital Management
Texas
$2.33K -$1.56K -60 -40%
PWMG
1533
Private Wealth Management Group
New Jersey
$2.17K – – –
FNWA
1534
Financial Network Wealth Advisors
Utah
$2.02K +$2.02K +78 New
FCG
1535
Financial Connections Group
California
$2K +$2K +93 New
SVCP
1536
Silicon Valley Capital Partners
California
$1.96K – – –
OWA
1537
Opal Wealth Advisors
New York
$1.94K +$1.94K +75 New
CJH
1538
Christopher J. Hasenberg
Wisconsin
$1.79K +$1.79K +69 New
FG
1539
Fairman Group
Pennsylvania
$540 – – –
TFF
1540
The Family Firm
Maryland
$470 +$470 +18 New
Citadel Advisors
1541
Citadel Advisors
Florida
$467 -$11.8M -453,972 -100%
HFS
1542
Horizon Financial Services
North Carolina
$416 +$416 +15 New
SC
1543
Swan Capital
Florida
$389 +$389 +15 New
MFS
1544
Mattson Financial Services
Michigan
$156 +$156 +6 New
CSIA
1545
Charles Schwab Investment Advisory
California
– -$784M -29,164,083 Closed
Qube Research & Technologies (QRT)
1546
Qube Research & Technologies (QRT)
United Kingdom
– -$31.3M -1,163,622 Closed
AT
1547
American Trust
Kentucky
– -$19.5M -724,044 Closed
LNC
1548
Lincoln National Corp
Pennsylvania
– -$16.4M -609,561 Closed
SHFP
1549
Second Half Financial Partners
Florida
– -$13.5M -500,997 Closed
CBFP
1550
Cedar Brook Financial Partners
Ohio
– -$13.3M -494,367 Closed
60 61
62
63 64