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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,542 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, 549 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,542
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.43%
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
549
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$759M
2
SLI
Sumitomo Life Insurance
Japan
+$199M
3
AAS
Avantax Advisory Services
Texas
+$38.6M
4
Bank of America
Bank of America
North Carolina
+$30M
5
AF
Allworth Financial
California
+$28.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$181M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$78.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$64.2M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
1001
Key Financial Inc
Pennsylvania
$649K – – –
FTDI
1002
First Trust Direct Indexing
Massachusetts
$648K +$648K +24,984 New
ODIJL
1003
One Day In July LLC
Vermont
$647K -$389 -15 -0.1%
ABC
1004
Associated Banc-Corp
Wisconsin
$645K +$645K +24,882 New
RIL
1005
Rothschild Investment LLC
Illinois
$640K +$21.3K +822 +3%
IPAM
1006
Investment Partners Asset Management
New Jersey
$634K – – –
KTM
1007
Keeler Thomas Management
Utah
$630K -$62.8K -2,421 -9%
FA
1008
FSA Advisors
Michigan
$621K -$28.6K -1,101 -4%
CPIA
1009
Cornell Pochily Investment Advisors
New York
$620K -$71.2K -2,745 -10%
BWM
1010
BKM Wealth Management
Wisconsin
$619K +$186K +7,176 +43%
FC
1011
Fulcrum Capital
Washington
$616K – – –
FPWM
1012
FSB Premier Wealth Management
Iowa
$615K -$24.1K -930 -4%
JFG
1013
Jefferies Financial Group
New York
$612K – – –
DWMS
1014
Dominguez Wealth Management Solutions
Virginia
$611K – – –
VAS
1015
Valicenti Advisory Services
New York
$611K -$217K -8,385 -26%
HIS
1016
Horizon Investment Services
Indiana
$609K -$49.3K -1,902 -7%
FSC
1017
Full Sail Capital
Oklahoma
$606K -$22.1K -852 -4%
SF
1018
Summit Financial
New Jersey
$606K +$606K +23,130 New
BCG
1019
Breakwater Capital Group
New Jersey
$604K +$5.6K +216 +0.9%
FRA
1020
Front Row Advisors
California
$604K -$169K -6,468 -22%
CAM
1021
Costello Asset Management
Pennsylvania
$602K +$206K +7,962 +52%
PPWM
1022
Perissos Private Wealth Management
Oklahoma
$601K -$192K -7,419 -24%
HCM
1023
Howland Capital Management
Massachusetts
$598K +$347K +13,233 +138%
NHC
1024
Nicholas Hoffman & Company
Georgia
$597K +$3.97K +153 +0.7%
LIM
1025
Loudon Investment Management
New Hampshire
$595K +$47.8K +1,845 +9%
39 40
41
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