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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 %
KFGK
1601
Keystone Financial Group (Kentucky)
Kentucky
– -$232K -8,616 Closed
NB
1602
Nicolet Bankshares
Wisconsin
– -$227K -8,457 Closed
DA
1603
DCM Advisors
New York
– -$226K -8,403 Closed
SSG
1604
Summit Securities Group
New York
– -$226K -8,400 Closed
EWA
1605
Etesian Wealth Advisors
Oregon
– -$223K -8,289 Closed
T. Rowe Price Associates
1606
T. Rowe Price Associates
Maryland
– -$222K -8,250 Closed
EPP
1607
ETF Portfolio Partners
Kansas
– -$221K -8,226 Closed
ZF
1608
Zega Financial
Florida
– -$219K -8,166 Closed
DWM
1609
Destination Wealth Management
California
– -$216K -8,052 Closed
MCM
1610
Morton Capital Management
California
– -$211K -7,851 Closed
WJWM
1611
Williams Jones Wealth Management
New York
– -$210K -7,830 Closed
BB
1612
Bell Bank
North Dakota
– -$210K -7,818 Closed
LCM
1613
Lazari Capital Management
California
– -$210K -7,800 Closed
1IA
1614
1834 Investment Advisors
Wisconsin
– -$207K -7,716 Closed
ACS
1615
Archford Capital Strategies
Illinois
– -$204K -7,584 Closed
TWM
1616
TMD Wealth Management
Arizona
– -$203K -7,560 Closed
PAM
1617
Peak Asset Management
Colorado
– -$202K -7,500 Closed
AP
1618
Adero Partners
California
– -$200K -7,449 Closed
WIC
1619
Woodmont Investment Counsel
Tennessee
– -$156K -5,820 Closed
IWA
1620
Icon Wealth Advisors
Texas
– -$125K -4,647 Closed
VL
1621
Vima LLC
Michigan
– -$111K -4,566 Closed
MJRIC
1622
Mogy Joel R Investment Counsel
California
– -$112K -4,155 Closed
VC
1623
Vestor Capital
Illinois
– -$95K -3,540 Closed
VWA
1624
Valued Wealth Advisors
Utah
– -$80.6K -3,000 Closed
LWANC
1625
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$72.6K -2,700 Closed
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