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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,614 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 807 increasing their positions, 489 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+72
Holders Change %
+4.67%
% of All Funds
23.34%
Holding in Top 10
238
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.25%
% of All Funds
3.44%
New
158
Increased
807
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$137M
2
Two Sigma Investments
Two Sigma Investments
New York
+$79.3M
3
AIA
Allied Investment Advisors
Montana
+$40.1M
4
LPL Financial
LPL Financial
California
+$29.7M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$27.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$2.47B
2
Charles Schwab
Charles Schwab
California
-$791M
3
SFC
Strategic Financial Concepts
Texas
-$260M
4
APP
Avantax Planning Partners
Iowa
-$39.5M
5
Ameriprise
Ameriprise
Minnesota
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
251
Latko Wealth Management
Illinois
$13.1M +$13.1M +466,395 New
GA
252
GSG Advisors
New Jersey
$12.9M +$416K +14,760 +3%
JIP
253
Jaffetilchin Investment Partners
Florida
$12.9M +$132K +4,683 +1%
CL
254
Choreo LLC
Illinois
$12.8M +$2.53M +89,925 +25%
PRS
255
Pinkerton Retirement Specialists
Idaho
$12.8M -$1.29M -45,663 -9%
SFG
256
SevenBridge Financial Group
Pennsylvania
$12.6M +$8.36M +860,511 +197%
AWA
257
Acorn Wealth Advisors
Michigan
$12.6M -$376K -13,329 -3%
YLHM
258
Yelin Lapidot Holdings Management
Israel
$12.4M +$3.04M +108,000 +33%
PCWA
259
Pacific Capital Wealth Advisors
California
$12.3M +$2.11M +74,907 +21%
FCI
260
Financial Counselors Inc
Kansas
$12.3M -$174K -6,171 -1%
MAG
261
Mayfair Advisory Group
Alabama
$12.3M +$577K +20,436 +5%
AWM
262
AE Wealth Management
Kansas
$12.3M +$4.07M +144,312 +50%
ES
263
Eagle Strategies
New York
$12.2M +$275K +9,777 +2%
BBW
264
Blue Barn Wealth
Utah
$12.2M +$583K +20,694 +5%
AA
265
Advisory Alpha
Michigan
$12.1M +$1.38M +48,954 +13%
CA
266
CoreCap Advisors
Michigan
$12.1M +$12.1M +429,762 New
OBWG
267
Onyx Bridge Wealth Group
New York
$12M +$1.03M +36,573 +9%
FMC
268
First Merchants Corp
Indiana
$11.9M +$861K +30,570 +8%
CMP
269
Courage Miller Partners
Virginia
$11.8M -$20.6K -732 -0.2%
SWMG
270
Sard Wealth Management Group
Georgia
$11.8M +$141K +4,995 +1%
MA
271
MONECO Advisors
Connecticut
$11.7M +$926K +32,850 +9%
MFIM
272
Mesirow Financial Investment Management
Illinois
$11.7M +$557K +19,761 +5%
ICM
273
Islay Capital Management
Texas
$11.6M +$336K +11,919 +3%
AI
274
Atria Investments
North Carolina
$11.6M +$642K +22,797 +6%
WLPWM
275
Walled Lake Planning & Wealth Management
Illinois
$11.5M +$157K +5,568 +1%
9 10
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