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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
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 %
OWM
1576
OneAscent Wealth Management
Alabama
– -$639K -23,790 Closed
KCFA
1577
Key Client Fiduciary Advisors
New Jersey
– -$603K -22,437 Closed
LIG
1578
Lokken Investment Group
Delaware
– -$584K -21,726 Closed
SCM
1579
Saxony Capital Management
Missouri
– -$528K -19,641 Closed
ACP
1580
Aveo Capital Partners
Colorado
– -$493K -18,975 Closed
ZIMP
1581
Zimmermann Investment Management & Planning
Pennsylvania
– -$494K -18,369 Closed
HB
1582
HTLF Bank
Colorado
– -$482K -17,931 Closed
DI
1583
Disciplined Investments
Oklahoma
– -$419K -15,603 Closed
YIH
1584
Y-Intercept (HK)
Hong Kong
– -$415K -15,441 Closed
KCM
1585
Kathmere Capital Management
Pennsylvania
– -$415K -15,426 Closed
MFWP
1586
Mosaic Family Wealth Partners
Missouri
– -$406K -15,123 Closed
TI
1587
Trexquant Investment
Connecticut
– -$403K -14,979 Closed
RFN
1588
Redwood Financial Network
Ohio
– -$397K -14,769 Closed
GAM
1589
Grandview Asset Management
Pennsylvania
– -$374K -13,926 Closed
BB
1590
Busey Bank
Illinois
– -$360K -13,401 Closed
DW
1591
Durante & Waters
New York
– -$339K -12,600 Closed
GS
1592
GTS Securities
New York
– -$306K -11,400 Closed
EFN
1593
Equita Financial Network
Pennsylvania
– -$282K -10,485 Closed
1WM
1594
1900 Wealth Management
Texas
– -$273K -10,173 Closed
MLA
1595
My Legacy Advisors
Oregon
– -$264K -9,810 Closed
MF
1596
Manchester Financial
California
– -$262K -9,750 Closed
TWA
1597
TCI Wealth Advisors
Arizona
– -$256K -9,510 Closed
SAM
1598
Strategy Asset Managers
California
– -$240K -8,916 Closed
EWM
1599
Executive Wealth Management
Michigan
– -$236K -8,841 Closed
MWM
1600
MinichMacGregor Wealth Management
New York
– -$233K -8,739 Closed
62 63
64
65 66