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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 %
SIS
351
Strategic Investment Solutions
Illinois
$8.26M +$147K +5,202 +2%
SWM
352
Spire Wealth Management
Virginia
$8.23M +$167K +5,925 +2%
NB
353
NBT Bank
New York
$8.23M -$299K -10,602 -4%
GFPC
354
Global Financial Private Client
Florida
$8.21M -$56K -1,986 -0.7%
TPWA
355
TRUE Private Wealth Advisors
Oregon
$8.19M +$5.05M +179,187 +161%
KWA
356
Kingswood Wealth Advisors
California
$8.18M +$6.57M +233,103 +408%
NEPWA
357
New England Private Wealth Advisors
Massachusetts
$8.13M +$123K +4,374 +2%
RF
358
Robbins Farley
New Hampshire
$8.08M -$670K -23,769 -8%
PF
359
Prosperitas Financial
California
$7.99M +$1.32M +46,758 +20%
TBC
360
Ted Buchan & Co
California
$7.98M -$24.5K -870 -0.3%
JSL
361
JT Stratford LLC
Georgia
$7.73M +$460K +16,308 +6%
CPP
362
Capasso Planning Partners
South Carolina
$7.7M -$751K -26,664 -9%
MA
363
MBA Advisors
Pennsylvania
$7.65M +$18.5K +657 +0.2%
OP
364
ORG Partners
Indiana
$7.65M +$169K +6,015 +2%
PIMG
365
Patriot Investment Management Group
Tennessee
$7.62M +$142K +5,055 +2%
PF
366
Penney Financial
Texas
$7.62M +$520K +18,465 +7%
BGAI
367
Bruce G. Allen Investments
Colorado
$7.62M +$134K +4,740 +2%
AUB
368
Atlantic Union Bankshares
Virginia
$7.61M +$2.18M +77,490 +40%
PSCM
369
Per Stirling Capital Management
Texas
$7.58M +$179K +6,369 +2%
SWM
370
Sendero Wealth Management
Texas
$7.49M +$725K +25,734 +11%
TA
371
TrueWealth Advisors
Alabama
$7.49M -$378K -13,419 -5%
DAS
372
Dynamic Advisor Solutions
Arizona
$7.47M -$756K -26,844 -9%
CFO
373
Custos Family Office
Texas
$7.45M +$55.5K +1,968 +0.8%
Citadel Advisors
374
Citadel Advisors
Florida
$7.45M +$7.45M +264,306 +1,468,367%
PVAMC
375
PPS&V Asset Management Consultants
Michigan
$7.43M +$238K +8,451 +3%
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