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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,176 hedge funds and large institutions have $13.5B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 654 increasing their positions, 276 reducing their positions, and 71 closing their positions.

Holders
1,176
Holders Change
+9
Holders Change %
+0.77%
% of All Funds
19.89%
Holding in Top 10
204
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.81%
% of All Funds
3.45%
New
98
Increased
654
Reduced
276
Closed
71
Calls
$57M
Puts
$30.4M
Net Calls
+$26.6M
Net Calls Change
+$20.8M

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$129M
2
MFG
2
Merit Financial Group
Georgia
$122M
3
LPL Financial
3
LPL Financial
California
$494M
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
CRC
5
Curi RMB Capital
Illinois
$74.7M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$708M
2
EWP
2
Engrave Wealth Partners
Texas
$300K
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$0
4
DP
4
DDD Partners
Washington
$1.33M
5
MNG
5
Manning & Napier Group
New York
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$90.4M 3,784,614 +20,211 +0.5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$89.3M 3,739,923 +878,955 +31%
HWA
28
HHM Wealth Advisors
Tennessee
$85.3M 3,571,980 +202,020 +6%
SW
29
SVB Wealth
Massachusetts
$80.7M 3,380,268 +3,308,829 +4,632%
CTC
30
Central Trust Company
Missouri
$78.5M 3,288,897 +428,223 +15%
KFP
31
Keystone Financial Planning
Ohio
$75.4M 3,159,117 +68,010 +2%
CRC
32
Curi RMB Capital
Illinois
$74.7M 3,127,842 +3,127,842 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$74.3M 3,111,948 +1,611,135 +107%
FFN
34
Focus Financial Network
Minnesota
$74M 3,098,556 +96,579 +3%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$72.6M 3,039,243 +600,846 +25%
Creative Planning
36
Creative Planning
Kansas
$70.1M 2,934,420 +1,947,564 +197%
Truist Financial
37
Truist Financial
North Carolina
$64.1M 2,683,812 +232,050 +9%
RJA
38
Raymond James & Associates
Florida
$61M 2,553,831 +4,176 +0.2%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$59.7M 2,502,129 +477,672 +24%
DADC
40
D.A. Davidson & Co
Montana
$54M 2,262,030 +110,655 +5%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$49.5M 2,075,481 +158,505 +8%
KAS
42
Kestra Advisory Services
Texas
$48.9M 2,047,932 +243,261 +13%
CFO
43
CVA Family Office
Colorado
$45.5M 1,906,647 +55,857 +3%
MML Investors Services
44
MML Investors Services
Massachusetts
$45.2M 1,894,311 +290,049 +18%
HFS
45
Howard Financial Services
Texas
$44.2M 1,852,305 +34,146 +2%
MAM
46
Madison Asset Management
Wisconsin
$43.9M 1,839,033 +397,956 +28%
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$41.5M 1,740,015 +619,989 +55%
TF
48
TimeScale Financial
Massachusetts
$39.2M 1,643,268 -38,304 -2%
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$39M 1,633,452 -13,278 -0.8%
BFS
50
Bard Financial Services
Connecticut
$38.8M 1,622,934 +173,154 +12%
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