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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 %
EWA
176
Exencial Wealth Advisors
Oklahoma
$18.3M +$29.9K +1,155 +0.2%
ACA
177
Aptus Capital Advisors
Alabama
$18.1M -$1.66M -64,038 -8%
WMWM
178
Whitaker-Myers Wealth Managers
Ohio
$17.9M +$193K +7,461 +1%
TCM
179
Towneley Capital Management
California
$17.9M +$1.88M +72,603 +12%
GLLW
180
Graves Light Lenhart Wealth
Virginia
$17.9M +$403K +15,615 +2%
GVAG
181
Great Valley Advisor Group
Delaware
$17.8M +$2.43M +93,627 +16%
FCAS
182
First Command Advisory Services
Texas
$17.6M +$2.92M +112,665 +20%
SI
183
Stephens Inc
Arkansas
$17.5M +$1.47M +56,550 +9%
RW
184
RVW Wealth
California
$17.3M +$572K +22,074 +3%
WFPG
185
Waller Financial Planning Group
Ohio
$17.3M +$522K +20,136 +3%
AWM
186
Axxcess Wealth Management
California
$17.2M +$420K +16,209 +3%
PA
187
Parallel Advisors
California
$17.2M -$1.25M -48,072 -7%
FGG
188
Financial Guidance Group
Florida
$16.9M -$1.5M -58,062 -8%
KMWM
189
Keudell/Morrison Wealth Management
Oregon
$16.8M +$3.31M +127,875 +24%
NFG
190
Nations Financial Group
Iowa
$16.8M +$1.39M +53,532 +9%
SWP
191
Stratos Wealth Partners
Ohio
$16.7M +$1.98M +76,257 +13%
SIM
192
Stratos Investment Management
Ohio
$16.7M +$394K +15,189 +2%
SF
193
Schaeffer Financial
Maryland
$16.6M -$247K -9,540 -1%
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
$16.6M +$7.62M +295,905 +85%
AF
195
Advisornet Financial
Minnesota
$16.6M +$1.42M +54,897 +9%
MOS
196
MGO One Seven
Ohio
$16.3M +$1.08M +41,841 +7%
SMWM
197
Silvia McColl Wealth Management
California
$16.2M +$171K +6,585 +1%
GRP
198
Global Retirement Partners
California
$16.2M +$1.06M +40,932 +7%
LWM
199
LongView Wealth Management
Georgia
$16M +$1.69M +65,388 +12%
ASN
200
Advisory Services Network
Georgia
$15.7M +$151K +5,826 +1%
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