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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 %
DP
1551
Denver PWM
Colorado
– -$12.6M -478,935 Closed
CA
1552
CoreCap Advisors
Michigan
– -$8.98M -334,299 Closed
BWM
1553
BCS Wealth Management
Tennessee
– -$8M -297,483 Closed
JWWM
1554
Johnson & White Wealth Management
Pennsylvania
– -$5.99M -222,705 Closed
Renaissance Technologies
1555
Renaissance Technologies
New York
– -$5.6M -208,500 Closed
SFMG
1556
Sage Financial Management Group
Virginia
– -$5.48M -203,952 Closed
NL
1557
NWAM LLC
Washington
– -$4.93M -188,283 Closed
SAW
1558
Signal Advisors Wealth
Michigan
– -$4.04M -150,279 Closed
PPP
1559
Private Portfolio Partners
New Jersey
– -$4.02M -149,673 Closed
LGA
1560
Lebenthal Global Advisors
New York
– -$2.55M -94,878 Closed
CIBC World Market
1561
CIBC World Market
Ontario, Canada
– -$2.54M -94,629 Closed
HF
1562
HRT Financial
New York
– -$2.24M -83,448 Closed
WWS
1563
Wellington Wealth Strategies
Indiana
– -$2.11M -78,420 Closed
AGM
1564
Alpine Global Management
New York
– -$2.07M -76,965 Closed
NCTC
1565
New Covenant Trust Company
Indiana
– -$1.77M -65,826 Closed
M
1566
MOTCO
Texas
– -$1.55M -57,585 Closed
OFS
1567
OneAscent Financial Services
Alabama
– -$1.5M -55,908 Closed
LWP
1568
Laurel Wealth Planning
Minnesota
– -$1.34M -49,689 Closed
HIC
1569
Hartline Investment Corp
Illinois
– -$1.25M -46,356 Closed
TRCT
1570
Tower Research Capital (TRC)
New York
– -$1.2M -44,610 Closed
TSS
1571
Two Sigma Securities
New York
– -$1.04M -38,739 Closed
ACM
1572
AUA Capital Management
Pennsylvania
– -$797K -29,664 Closed
BCM
1573
Bluefin Capital Management
New York
– -$774K -28,800 Closed
KAS
1574
KPP Advisory Services
Kentucky
– -$736K -27,372 Closed
SWM
1575
Soundmark Wealth Management
Washington
– -$715K -26,613 Closed
61 62
63
64 65