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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
+$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 %
RA
201
RFG Advisory
Alabama
$15.6M +$865K +33,369 +6%
MTC
202
Matrix Trust Company
Colorado
$15.4M -$1.26M -48,795 -8%
LWL
203
Leo Wealth LLC
Texas
$15.4M +$3.12M +120,954 +25%
PCG
204
Prosperity Consulting Group
Maryland
$15.3M -$505K -19,479 -3%
PRI
205
Prepared Retirement Institute
Pennsylvania
$15.3M +$901K +34,776 +6%
KC
206
Kades & Cheifetz
Pennsylvania
$15.2M -$155K -5,997 -1%
NFG
207
Northeast Financial Group
Pennsylvania
$15.1M +$91.8K +3,543 +0.6%
PAG
208
Powers Advisory Group
Illinois
$15.1M +$1M +38,691 +7%
KPWS
209
Kestra Private Wealth Services
Texas
$15M +$1.58M +61,080 +12%
SA
210
Skyline Advisors
Washington
$15M +$211K +8,139 +1%
MCB
211
Morton Community Bank
Illinois
$14.8M +$464K +17,901 +3%
JF
212
Joule Financial
Kentucky
$14.8M +$509K +19,443 +4%
HAIM
213
Hunter Associates Investment Management
Pennsylvania
$14.8M +$3.27M +126,522 +28%
CKAIS
214
Christensen King & Associates Investment Services
Washington
$14.7M -$485K -18,720 -3%
IA
215
IFP Advisors
Florida
$14.6M +$1.63M +62,958 +13%
DI
216
DAGCO Inc
Ohio
$14.5M +$277K +10,671 +2%
MA
217
Mutual Advisors
Nebraska
$14.5M -$1.36M -49,575 -9%
IIC
218
Integrated Investment Consultants
Michigan
$14.5M – – –
CAM
219
Cozad Asset Management
Illinois
$14.4M +$113K +4,371 +0.8%
WFS
220
Weitzel Financial Services
Iowa
$14.3M +$297K +11,520 +2%
FNC
221
First National Corp
Massachusetts
$14.1M +$589K +22,734 +4%
SVWAG
222
Sound View Wealth Advisors Group
Georgia
$14.1M -$1.54M -59,568 -10%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$14M +$104K +4,056 +0.8%
LIM
224
Leavell Investment Management
Alabama
$13.8M -$1M -38,190 -7%
LFP
225
Lakeshore Financial Planning
Michigan
$13.6M -$1.35M -52,263 -9%
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