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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 %
SWM
451
Scissortail Wealth Management
Oklahoma
$5.71M -$2.47B -204,945 -100%
SMG
452
Smart Money Group
Texas
$5.71M +$3.48M +370,284 +157%
CWM
453
Centric Wealth Management
Illinois
$5.71M +$3.88M +400,680 +212%
DBRC
454
D.B. Root & Company
Pennsylvania
$5.63M -$63.7K -2,259 -1%
FTWA
455
Fifth Third Wealth Advisors
Ohio
$5.61M +$586K +20,799 +12%
PCS
456
Personal CFO Solutions
New Jersey
$5.56M +$195K +6,909 +4%
IRC
457
Investors Research Corp
Georgia
$5.56M +$302K +10,713 +6%
FFWM
458
Future Financial Wealth Management
Ohio
$5.53M +$290K +10,305 +6%
EWA
459
Evolution Wealth Advisors
Florida
$5.53M +$1.94K +69 +0%
AAP
460
Arax Advisory Partners
Colorado
$5.5M +$70.5K +2,502 +1%
HH
461
Hilltop Holdings
Texas
$5.48M +$169K +6,006 +3%
GFG
462
Goldstone Financial Group
Illinois
$5.46M +$388K +13,761 +8%
AFO
463
Arrowroot Family Office
California
$5.46M -$149K -5,289 -3%
ACM
464
Advisors Capital Management
New Jersey
$5.46M -$125K -4,452 -2%
WIP
465
WealthCare Investment Partners
Rhode Island
$5.41M -$1.01M -35,847 -16%
SEI Investments
466
SEI Investments
Pennsylvania
$5.41M -$222K -7,887 -4%
FNT
467
First National Trust
Pennsylvania
$5.38M +$4.12M +146,376 +329%
FCA
468
FLC Capital Advisors
California
$5.37M -$39.8K -1,413 -0.7%
FHA
469
Flagship Harbor Advisors
Massachusetts
$5.34M +$5.34M +189,444 New
EWA
470
EP Wealth Advisors
California
$5.33M +$181K +6,423 +4%
PCA
471
Pallas Capital Advisors
Massachusetts
$5.25M +$3.45M +365,043 +191%
KWA
472
Kellett Wealth Advisors
Ohio
$5.24M -$118K -4,194 -2%
LSA
473
Lion Street Advisors
Texas
$5.22M +$292K +10,353 +6%
UBG
474
United Bank (Georgia)
Georgia
$5.16M -$68.4K -2,427 -1%
PCIA
475
Prime Capital Investment Advisors
Kansas
$5.16M -$364K -12,909 -7%
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