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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 %
LFAS
276
Level Four Advisory Services
Texas
$11.5M +$8.31M +882,813 +263%
VNA
277
Valley National Advisers
Pennsylvania
$11.5M +$871K +30,900 +8%
CNWM
278
Clay Northam Wealth Management
California
$11.4M +$27.7K +984 +0.2%
BEAM
279
Baker Ellis Asset Management
Washington
$11.4M -$304K -10,800 -3%
MGIA
280
Moneta Group Investment Advisors
Missouri
$11.3M +$8.09M +861,714 +250%
OC
281
Oppenheimer & Co
New York
$11.3M +$1.25M +44,232 +12%
BW
282
Bison Wealth
Georgia
$11.2M +$4.61M +163,665 +70%
GB
283
Goepper Burkhardt
South Carolina
$11.1M +$540K +19,152 +5%
CFMC
284
Curbstone Financial Management Corp
New Hampshire
$11M +$469K +16,650 +4%
FPAS
285
Focus Partners Advisor Solutions
Missouri
$11M +$497K +17,649 +5%
BCM
286
Brookstone Capital Management
Illinois
$11M +$1.91M +67,680 +21%
MFG
287
Midwest Financial Group
Kansas
$10.9M +$236K +8,361 +2%
Prudential Financial
288
Prudential Financial
New Jersey
$10.8M -$706K -25,044 -6%
SOS
289
Silver Oak Securities
Tennessee
$10.8M +$3.34M +120,624 +45%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$10.8M +$3.05M +108,345 +39%
BAG
291
Bridgewealth Advisory Group
California
$10.7M +$1.11M +39,327 +12%
CWA
292
Canvas Wealth Advisors
Kansas
$10.7M -$184K -6,522 -2%
PAI
293
Pittenger & Anderson Inc
Nebraska
$10.7M -$721K -25,599 -6%
DFA
294
DHJJ Financial Advisors
Illinois
$10.6M +$221K +7,845 +2%
FFWA
295
FRG Family Wealth Advisors
Washington
$10.6M -$397K -14,100 -4%
WAG
296
Winthrop Advisory Group
Massachusetts
$10.6M -$55.1K -1,956 -0.5%
HBW
297
Hazlett, Burt & Watson
West Virginia
$10.6M +$93.5K +3,318 +0.9%
AWM
298
Avior Wealth Management
Nebraska
$10.5M +$88.6K +3,147 +0.8%
AFG
299
Albion Financial Group
Utah
$10.5M +$964K +34,200 +10%
TFA
300
Trinity Financial Advisors
Ohio
$10.5M +$775K +30,519 +8%
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