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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 %
B
376
Bensler
Washington
$7.42M -$715K -25,374 -9%
AOG
377
Alpha Omega Group
Virginia
$7.37M +$213K +7,548 +3%
UWM
378
USAdvisors Wealth Management
Minnesota
$7.35M +$83K +2,955 +1%
SFMG
379
Sage Financial Management Group
Virginia
$7.27M +$7.27M +258,027 New
CFG
380
Citizens Financial Group
Rhode Island
$7.27M +$1.83M +64,953 +34%
OCFG
381
O'Connor Financial Group
Illinois
$7.2M +$1.01M +35,712 +16%
HWM
382
HRC Wealth Management
Idaho
$7.19M +$15.7K +558 +0.2%
SWP
383
Strategic Wealth Partners
Ohio
$7.19M – – –
MWM
384
Meridian Wealth Management
Kentucky
$7.17M +$7.17M +254,529 New
CA
385
Clearstead Advisors
Ohio
$7.12M +$1.08M +38,439 +18%
PTP
386
Platform Technology Partners
New York
$7.12M +$493K +17,514 +7%
CPG
387
Cornerstone Planning Group
New Jersey
$7.06M -$5.14M -548,616 -42%
MIA
388
Milestone Investment Advisors
Wisconsin
$7.06M -$4.24M -150,390 -38%
SAW
389
Signal Advisors Wealth
Michigan
$7.02M +$7.02M +249,186 New
DCM
390
Donaldson Capital Management
Indiana
$7M +$2.28K +81 +0%
APC
391
Asset Planning Corporation
Tennessee
$6.97M -$56.5K -2,004 -0.8%
CA
392
Continuum Advisory
Idaho
$6.95M +$4.73M +491,811 +213%
NL
393
Navalign LLC
California
$6.94M +$6.94M +246,387 New
MMA
394
Miracle Mile Advisors
California
$6.94M -$302K -10,731 -4%
MLICM
395
Metropolitan Life Insurance Company (MetLife)
New York
$6.91M +$6.91M +245,400 New
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$6.84M +$42.3K +1,503 +0.6%
PCM
397
Pennsylvania Capital Management
Pennsylvania
$6.84M -$123K -4,353 -2%
BMCM
398
Burns Matteson Capital Management
New York
$6.84M -$167K -5,940 -2%
FIC
399
Family Investment Center
Missouri
$6.81M -$76.8K -2,727 -1%
Brown Advisory
400
Brown Advisory
Maryland
$6.78M -$182K -6,444 -3%
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