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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 %
MCA
426
MSH Capital Advisors
Arizona
$6.19M +$493K +17,514 +9%
GSIS
427
Global Strategic Investment Solutions
Arizona
$6.17M – – –
Northern Trust
428
Northern Trust
Illinois
$6.16M -$2.62M -92,955 -30%
PIAS
429
PCA Investment Advisory Services
Ohio
$6.15M +$17.1K +606 +0.3%
PFP
430
Pinnacle Financial Partners
Tennessee
$6.15M – – –
FWM
431
Foguth Wealth Management
Michigan
$6.11M +$1.41M +50,427 +30%
CS
432
Crescent Sterling
Louisiana
$6.11M -$119K -4,224 -2%
SFS
433
Sowell Financial Services
Arkansas
$6.11M -$1.95M -69,042 -24%
LPT
434
Legacy Private Trust
Wisconsin
$6.07M -$20.3K -720 -0.3%
WIA
435
World Investment Advisors
California
$6.04M +$383K +13,740 +7%
SJIM
436
St. Johns Investment Management
Florida
$6.02M -$303K -10,752 -5%
NCM
437
NCM Capital Management
New Jersey
$6.01M +$680K +24,138 +13%
NL
438
NWAM LLC
Washington
$6.01M +$6.01M +213,294 New
AWMG
439
Alliance Wealth Management Group
New Jersey
$5.99M +$251K +8,916 +4%
TCM
440
Towercrest Capital Management
Pennsylvania
$5.99M +$251K +8,916 +4%
HA
441
Hofer & Associates
California
$5.97M +$80.6K +2,862 +1%
AWM
442
Apollon Wealth Management
South Carolina
$5.94M +$1.44M +51,045 +32%
RWA
443
Redhawk Wealth Advisors
Minnesota
$5.94M -$171K -6,057 -3%
SAM
444
Smithbridge Asset Management
Pennsylvania
$5.89M -$221K -7,845 -4%
BAM
445
Belpointe Asset Management
Nevada
$5.87M -$123K -4,371 -2%
KIA
446
KCM Investment Advisors
California
$5.85M +$38K +1,347 +0.7%
WP
447
WealthPLAN Partners
Nebraska
$5.8M +$389K +13,812 +7%
AOWM
448
Alpha Omega Wealth Management
Virginia
$5.78M -$88.8K -3,150 -2%
Comerica Bank
449
Comerica Bank
Texas
$5.76M -$60.7K -2,154 -1%
MCC
450
Money Concepts Capital
Florida
$5.75M +$235K +8,325 +4%
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