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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 %
TWA
526
Talisman Wealth Advisors
New Jersey
$4.2M +$113K +4,026 +3%
GPFA
527
Game Plan Financial Advisors
Ohio
$4.2M +$49.4K +1,752 +1%
RC
528
Roundview Capital
New Jersey
$4.19M -$46K -1,632 -1%
PFA
529
Pathway Financial Advisers
Indiana
$4.18M +$47.3K +1,680 +1%
SFA
530
Sequoia Financial Advisors
Ohio
$4.18M +$220K +7,815 +6%
GFS
531
GYL Financial Synergies
Connecticut
$4.18M -$59.2K -2,100 -1%
CA
532
Cresta Advisors
Texas
$4.17M -$18K -639 -0.4%
ML
533
McAdam LLC
Pennsylvania
$4.17M -$598K -21,219 -13%
NG
534
Northstar Group
New York
$4.16M +$85 +3 +0%
FL
535
FreeGulliver LLC
Louisiana
$4.15M -$161K -5,715 -4%
IA
536
Insight Advisors
Pennsylvania
$4.13M +$692K +24,558 +20%
SMFG
537
Sumitomo Mitsui Financial Group
Japan
$4.11M +$225K +7,971 +6%
NCM
538
Northwest Capital Management
Oregon
$4.11M -$13.9K -495 -0.3%
NJIM
539
Nabity-Jensen Investment Management
Nebraska
$4.1M -$550K -19,518 -12%
GLA
540
Good Life Advisors
Pennsylvania
$4.04M +$75.1K +2,667 +2%
BIA
541
Barry Investment Advisors
Massachusetts
$4.03M +$1.04M +36,777 +35%
MAM
542
Madison Asset Management
Wisconsin
$4.02M -$18.3K -648 -0.5%
SKK
543
Shepherd Kaplan Krochuk
Massachusetts
$4.01M -$185K -6,552 -4%
EFG
544
Everhart Financial Group
Ohio
$4M +$86.5K +3,066 +2%
FTS
545
Fifth Third Securities
Ohio
$3.99M -$1.17M -41,694 -23%
SWC
546
Spectrum Wealth Counsel
Indiana
$3.97M +$254 +9 +0%
ACM
547
Alpha Capital Management
Texas
$3.97M -$797K -28,269 -17%
OFP
548
OLIO Financial Planning
Virginia
$3.93M – – –
TW
549
Transform Wealth
Colorado
$3.92M -$161K -5,724 -4%
PAG
550
Paladin Advisory Group
Iowa
$3.9M -$375K -13,305 -9%
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