SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,613 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, 806 increasing their positions, 489 reducing their positions, and 59 closing their positions.

Holders
1,613
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
806
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M

Top Buyers

1
JSTA
1
Japan Science & Technology Agency
Japan
$219M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$92M
3
AIA
3
Allied Investment Advisors
Montana
$40.4M
4
LPL Financial
4
LPL Financial
California
$975M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$27.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.71M
2
Charles Schwab
2
Charles Schwab
California
$0
3
SFC
3
Strategic Financial Concepts
Texas
$3.2M
4
APP
4
Avantax Planning Partners
Iowa
$263M
5
Ameriprise
5
Ameriprise
Minnesota
$487M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$157M -$10.2M -360,252 -6%
MML Investors Services
27
MML Investors Services
Massachusetts
$146M +$8.07M +286,527 +6%
HighTower Advisors
28
HighTower Advisors
Illinois
$138M +$570K +20,235 +0.4%
CSTB
29
Charles Schwab Trust Bank
Nevada
$137M -$13.5M -479,679 -9%
HWA
30
HHM Wealth Advisors
Tennessee
$134M +$4.86M +172,638 +4%
KAS
31
Kestra Advisory Services
Texas
$133M +$4.24M +150,429 +3%
RJA
32
Raymond James & Associates
Florida
$133M -$6.98M -247,566 -5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$133M +$8.86M +314,565 +7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$129M +$20.3M +720,705 +19%
Corient Private Wealth
35
Corient Private Wealth
Florida
$126M +$19.4M +689,178 +18%
CFB
36
Cullen/Frost Bankers
Texas
$116M +$9.26M +328,560 +9%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$115M +$19.9M +705,054 +21%
Creative Planning
38
Creative Planning
Kansas
$113M +$2.07M +73,473 +2%
KeyBank National Association
39
KeyBank National Association
Ohio
$105M -$123K -4,362 -0.1%
D
40
Diversified
Delaware
$102M +$2.21M +78,330 +2%
DE
41
Diversified Enterprises
Delaware
$102M +$102M +3,628,887 New
LA
42
LVW Advisors
New York
$100M +$740K +26,274 +0.7%
Cerity Partners
43
Cerity Partners
New York
$100M +$4.22M +149,649 +4%
Truist Financial
44
Truist Financial
North Carolina
$97.5M -$443K -15,714 -0.5%
DADC
45
D.A. Davidson & Co
Montana
$95.2M +$4.27M +151,668 +5%
Two Sigma Investments
46
Two Sigma Investments
New York
$92M +$79.3M +2,815,500 +628%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$87.8M -$5.27M -186,894 -6%
FFN
48
Focus Financial Network
Minnesota
$86.7M +$2.18M +77,391 +3%
AAIM
49
Asset Advisors Investment Management
Georgia
$83.4M -$4.98M -176,763 -6%
VA
50
Valmark Advisers
Ohio
$77.1M +$6.19M +219,858 +9%
1
2
3 4 5