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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 %
FWA
501
FSC Wealth Advisors
New York
$4.66M -$341K -12,102 -7%
IF
502
Intrua Financial
Texas
$4.61M -$1.28M -45,456 -22%
BFP
503
Beacon Financial Planning
Massachusetts
$4.6M +$1.15M +40,941 +33%
BP
504
Broadleaf Partners
Ohio
$4.58M +$151K +5,349 +3%
EF
505
Exeter Financial
Arizona
$4.57M +$21.7K +771 +0.5%
CIA
506
Cape Investment Advisory
Georgia
$4.57M +$497K +17,643 +12%
SWA
507
Stratos Wealth Advisors
Ohio
$4.57M +$265K +9,420 +6%
ANTB
508
AMG National Trust Bank
Colorado
$4.56M +$182K +6,474 +4%
AFS
509
Access Financial Services
Minnesota
$4.52M -$229K -8,142 -5%
PMG
510
ProVise Management Group
Florida
$4.52M -$470K -16,695 -9%
BMCM
511
Bryn Mawr Capital Management
Pennsylvania
$4.47M -$1.15M -40,641 -20%
CIC
512
Cutler Investment Counsel
Oregon
$4.47M +$144K +5,100 +3%
CW
513
Channel Wealth
California
$4.44M +$487K +17,289 +12%
ACI
514
Alpha Cubed Investments
California
$4.43M -$425K -15,081 -9%
TC
515
TownSquare Capital
Utah
$4.41M +$355K +12,600 +9%
CF
516
Cyr Financial
Illinois
$4.38M +$101K +3,591 +2%
JPLA
517
Joseph P. Lucia & Associates
New York
$4.37M -$32.1K -1,140 -0.7%
CIA
518
Concurrent Investment Advisors
Florida
$4.3M +$2.29M +81,420 +114%
PPP
519
Private Portfolio Partners
New Jersey
$4.28M +$4.28M +151,872 New
ST
520
Smithfield Trust
Pennsylvania
$4.28M -$24.6K -873 -0.6%
Renaissance Technologies
521
Renaissance Technologies
New York
$4.27M +$4.27M +151,500 New
CA
522
Cambridge Advisors
Nebraska
$4.27M -$85.6K -3,039 -2%
US Bancorp
523
US Bancorp
Minnesota
$4.26M +$27.2K +966 +0.6%
CC
524
Cypress Capital
Tennessee
$4.24M -$2.16M -76,830 -34%
GAG
525
GM Advisory Group
New York
$4.2M +$1.58M +56,091 +60%
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