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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 %
CST
326
Charles Schwab Trust
Nevada
$9.44M +$54.3K +1,926 +0.6%
PS
327
Principal Securities
Iowa
$9.41M -$780K -27,678 -8%
SSWM
328
Sheets Smith Wealth Management
North Carolina
$9.39M -$181K -6,429 -2%
ECG
329
Edge Capital Group
Georgia
$9.32M +$666K +23,646 +8%
JWS
330
Juncture Wealth Strategies
Arizona
$9.25M +$310K +10,995 +3%
HGERS
331
Householder Group Estate & Retirement Specialist
Arizona
$9.2M +$272K +9,663 +3%
DCM
332
Davis Capital Management
Florida
$9.04M -$138K -4,881 -1%
TA
333
TruWealth Advisors
Louisiana
$8.99M -$105K -3,744 -1%
JGCM
334
Joseph Group Capital Management
Ohio
$8.88M +$511K +18,141 +6%
SHFP
335
Second Half Financial Partners
Florida
$8.84M +$8.84M +313,689 New
OHWP
336
Oak Harbor Wealth Partners
North Carolina
$8.83M +$461K +16,344 +6%
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$8.82M +$491K +17,439 +6%
KWM
338
Kingsview Wealth Management
Oregon
$8.8M +$1.44M +51,081 +20%
IIA
339
Integral Investment Advisors
California
$8.69M +$576K +20,457 +7%
MS
340
Madden Securities
Texas
$8.65M -$49.9K -1,770 -0.6%
CAG
341
Curtis Advisory Group
California
$8.61M +$83.8K +2,973 +1%
DC
342
Davenport & Co
Virginia
$8.57M +$568K +20,151 +7%
BFWA
343
Benchmark Financial Wealth Advisors
Florida
$8.56M +$540K +19,158 +7%
HAS
344
HBW Advisory Services
California
$8.56M -$464K -16,476 -5%
MCA
345
Magnolia Capital Advisors
Mississippi
$8.55M -$135K -4,782 -2%
CGF
346
Constant Guidance Financial
Massachusetts
$8.48M +$7.7M +273,207 +982%
JWBC
347
John W. Brooker & Co
California
$8.46M +$210K +7,464 +3%
BCI
348
Brinker Capital Investments
Pennsylvania
$8.46M +$2.81M +99,795 +50%
OPS
349
Orion Portfolio Solutions
Nebraska
$8.46M +$2.81M +99,795 +50%
CWM
350
Congress Wealth Management
Massachusetts
$8.3M -$639K -22,674 -7%
12 13
14
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