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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.

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
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$114M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$217M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$262M
5
Ameriprise
5
Ameriprise
Minnesota
$484M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$869M 11,180,518 +339,256 +3%
Charles Schwab
2
Charles Schwab
California
$791M 10,172,722 +9,755,531 +2,338%
Morgan Stanley
3
Morgan Stanley
New York
$721M 9,270,886 +124,346 +1%
SLI
4
Sumitomo Life Insurance
Japan
$678M 8,940,000 +2,620,000 +41%
AAS
5
Avantax Advisory Services
Texas
$643M 8,271,469 +496,274 +6%
Bank of America
6
Bank of America
North Carolina
$590M 7,591,257 +386,386 +5%
Ameriprise
7
Ameriprise
Minnesota
$484M 6,128,817 -546,735 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$470M 6,049,838 -52,017 -0.9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$455M 5,851,505 +139,020 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$453M 5,823,074 -261,955 -4%
UBS Group
11
UBS Group
Switzerland
$389M 5,008,248 +313,280 +7%
Wealthfront Advisers
12
Wealthfront Advisers
California
$386M 4,962,534 -154,059 -3%
WANY
13
Wealthspire Advisors (New York)
New York
$383M 4,922,867 -112,478 -2%
OWM
14
Orgel Wealth Management
Wisconsin
$326M 4,186,483 +33,682 +0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$310M 3,984,218 -460,515 -10%
Wells Fargo
16
Wells Fargo
California
$306M 3,932,275 -86,143 -2%
APP
17
Avantax Planning Partners
Iowa
$278M 3,573,622 -24,392 -0.7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$274M 3,527,701 +152,061 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$262M 3,370,303 -825,477 -20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$217M 2,793,240 -1,013,264 -27%
Mariner
21
Mariner
Kansas
$170M 2,184,542 -56,098 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$166M 2,132,380 -136,992 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$154M 1,975,542 -128,505 -6%
CAM
24
Cresset Asset Management
Illinois
$142M 1,804,826 -13,059 -0.7%
CSTB
25
Charles Schwab Trust Bank
Nevada
$139M 1,786,202 -34,237 -2%
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