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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 %
BPFA
476
Barnes Pettey Financial Advisors
Mississippi
$5.14M -$5.66K -201 -0.1%
AA
477
Auxano Advisors
Washington
$5.14M +$93.5K +3,318 +2%
MF
478
Montis Financial
Massachusetts
$5.12M +$2.47M +87,645 +93%
USCWA
479
U.S. Capital Wealth Advisors
Texas
$5.09M -$295K -10,455 -5%
FA
480
Fagan Associates
New York
$5.09M -$88K -3,123 -2%
OAM
481
Oppenheimer Asset Management
New York
$5.09M +$120K +4,251 +2%
EWA
482
EverSource Wealth Advisors
Alabama
$5.06M +$157K +5,556 +3%
MHFA
483
Mission Hills Financial Advisory
California
$5.06M +$5.06M +524,991 New
PWM
484
Perigon Wealth Management
California
$5.06M -$7.88M -279,543 -61%
BSSFA
485
Baron Silver Stevens Financial Advisors
Florida
$5.06M +$657K +23,328 +15%
NIC
486
Northwest Investment Counselors
Oregon
$4.95M +$607K +21,537 +14%
EB
487
Eastern Bank
Massachusetts
$4.92M +$4.92M +174,549 New
BFM
488
Boston Financial Management
Massachusetts
$4.91M -$85 -3 -0%
JWCA
489
J.W. Cole Advisors
Florida
$4.89M +$875K +31,047 +22%
FFA
490
Farther Finance Advisors
California
$4.88M +$2.69M +95,613 +123%
CWP
491
Concord Wealth Partners
Virginia
$4.87M -$1.04M -37,086 -18%
WIM
492
Warwick Investment Management
Texas
$4.86M +$21.3K +756 +0.4%
VFIC
493
Valley Forge Investment Consultants
Pennsylvania
$4.85M -$706K -25,062 -13%
RFA
494
Rollins Financial Advisors
New York
$4.82M +$30.4K +1,080 +0.6%
TYCC
495
Texas Yale Capital Corp
Florida
$4.82M -$84.6K -3,003 -2%
RC
496
Rovin Capital
Arizona
$4.77M +$176K +6,243 +4%
PIA
497
Panoramic Investment Advisors
Colorado
$4.76M +$4.76M +169,035 New
ATC
498
Argent Trust Co
Tennessee
$4.76M – – –
Susquehanna International Group
499
Susquehanna International Group
Pennsylvania
$4.7M +$2.98M +105,855 +173%
BIM
500
Breakwater Investment Management
Washington
$4.68M -$34.1K -1,209 -0.7%
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