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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
Charles Schwab
California
$791M
2
SLI
Sumitomo Life Insurance
Japan
$678M
3
AAS
Avantax Advisory Services
Texas
$643M
4
Bank of America
Bank of America
North Carolina
$590M
5
AF
Allworth Financial
California
$44.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$217M
3
Osaic Holdings
Osaic Holdings
Arizona
$262M
4
Ameriprise
Ameriprise
Minnesota
$484M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECML
151
Eagle Capital Management (Louisiana)
Louisiana
$21.8M +$19.6K +756 +0.1%
DWAM
152
Duncan Williams Asset Management
Tennessee
$21.8M +$2.14M +82,443 +11%
MAG
153
Members Advisory Group
New York
$21.2M -$2.18M -83,991 -9%
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$21.2M -$2.28M -88,098 -10%
HCM
155
Hengehold Capital Management
Ohio
$20.8M -$7M -270,183 -25%
MWM
156
Modern Wealth Management
Kansas
$20.6M +$20.6M +794,520 New
CFP
157
Curran Financial Partners
South Carolina
$20.6M +$693K +26,721 +3%
CA
158
Capital Advantage
California
$20.5M +$642K +24,993 +3%
TPCW
159
TD Private Client Wealth
New York
$20.3M -$649K -25,056 -3%
FC
160
Financial Consulate
Maryland
$20.1M +$70.9K +2,736 +0.4%
PCM
161
Presidio Capital Management
California
$19.9M -$914K -35,253 -4%
MNA
162
Manning & Napier Advisors
New York
$19.8M +$19.8M +765,570 New
JWM
163
Janiczek Wealth Management
Colorado
$19.7M -$18M -687,468 -48%
NDSI
164
Newman Dignan & Sheerar Inc
Rhode Island
$19.6M +$327K +12,624 +2%
OIA
165
OneDigital Investment Advisors
Kansas
$19.6M -$1.75M -67,608 -8%
TWM
166
Tradition Wealth Management
Minnesota
$19.3M -$5.89M -227,367 -23%
WIC
167
Whitegate Investment Counselors
New Hampshire
$19.1M -$302K -11,634 -2%
HF
168
Halpern Financial
Virginia
$19M -$2.64M -102,030 -12%
PSIWM
169
Paradigm Strategies in Wealth Management
Minnesota
$18.9M +$1.18M +45,627 +7%
CG
170
Clifford Group
Massachusetts
$18.9M -$891K -34,371 -5%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$18.7M -$2.54M -98,778 -12%
CAC
172
Certified Advisory Corp
Florida
$18.6M +$1.01M +39,036 +6%
PA
173
PFG Advisors
Arizona
$18.4M +$316K +12,207 +2%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$18.3M +$5.4M +208,452 +42%
RIA
175
Regal Investment Advisors
Michigan
$18.3M +$363K +13,998 +2%
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