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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 %
GB
401
Gunma Bank
Japan
$6.76M -$2.11M -75,000 -24%
LA
402
LexAurum Advisors
Kansas
$6.73M +$144K +5,094 +2%
BWM
403
Benchmark Wealth Management
Connecticut
$6.7M -$69K -2,448 -1%
CA
404
CapWealth Advisors
Tennessee
$6.69M +$149K +5,304 +2%
CIC
405
Carnegie Investment Counsel
Ohio
$6.68M +$166K +5,880 +3%
CG
406
Caprock Group
Idaho
$6.68M -$417K -14,802 -6%
HSA
407
HBK Sorce Advisory
Pennsylvania
$6.65M +$212K +7,530 +3%
HA
408
HC Advisors
Georgia
$6.61M +$367K +13,032 +6%
GFP
409
Guardian Financial Partners
California
$6.6M +$409K +14,520 +7%
WWM
410
Western Wealth Management
Colorado
$6.6M +$2.18M +77,199 +49%
VWA
411
Visionary Wealth Advisors
Illinois
$6.56M -$1.1K -39 -0%
OPA
412
Old Port Advisors
Maine
$6.56M -$1.77M -62,844 -21%
OPPS
413
Obsidian Personal Planning Solutions
Maryland
$6.54M +$4.51M +479,199 +222%
AA
414
Apriem Advisors
California
$6.49M +$598K +21,228 +10%
DWM
415
Diversify Wealth Management
Utah
$6.47M +$6.47M +686,562 New
PCMN
416
Paradigm Capital Management (Nevada)
Nevada
$6.45M +$6.45M +229,005 New
KA
417
Kure Advisory
Minnesota
$6.45M +$240K +8,529 +4%
SMC
418
Smith, Moore & Co
Missouri
$6.39M +$86.5K +3,069 +1%
CAG
419
Csenge Advisory Group
Florida
$6.38M +$4.28M +450,366 +205%
HNWAG
420
High Net Worth Advisory Group
Florida
$6.37M +$317K +11,253 +5%
MFA
421
Mayflower Financial Advisors
Massachusetts
$6.35M +$1.31M +46,647 +26%
TF
422
Tudor Financial
Ohio
$6.31M +$6.31M +224,037 New
CFA
423
Cahill Financial Advisors
Minnesota
$6.27M +$408K +14,472 +7%
AIA
424
Armor Investment Advisors
North Carolina
$6.24M -$147K -5,226 -2%
RDWM
425
Red Door Wealth Management
Tennessee
$6.23M +$173K +6,126 +3%
15 16
17
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