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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 %
AIM
551
AHL Investment Management
Florida
$3.82M +$6.51K +231 +0.2%
M&T Bank
552
M&T Bank
New York
$3.8M +$10.1K +360 +0.3%
BRWA
553
B. Riley Wealth Advisors
Florida
$3.78M -$92.8K -3,300 -2%
SC
554
Savoie Capital
Illinois
$3.77M – – –
WA
555
WBH Advisory
Maryland
$3.77M +$193K +6,837 +5%
AWE
556
Avidian Wealth Enterprises
Texas
$3.75M +$21.3K +756 +0.6%
WS
557
Wedbush Securities
California
$3.75M +$47.3K +1,680 +1%
CFSG
558
Clark Financial Services Group
Missouri
$3.74M +$3.74M +132,813 New
LA
559
Lynch & Associates
Indiana
$3.69M +$508K +18,039 +16%
GCA
560
Gradient Capital Advisors
California
$3.66M +$130K +4,611 +4%
RSWM
561
Robertson Stephens Wealth Management
California
$3.65M +$89.6K +3,180 +3%
CFGSD
562
Compass Financial Group (South Dakota)
South Dakota
$3.62M +$300K +10,656 +9%
SQA
563
Simon Quick Advisors
New Jersey
$3.61M -$335K -11,892 -8%
WLIM
564
White Lighthouse Investment Management
Massachusetts
$3.61M +$41.8K +1,482 +1%
SF
565
Synovus Financial
Georgia
$3.59M +$2.15M +76,140 +148%
WFAG
566
Worth Financial Advisory Group
North Carolina
$3.57M +$34.3K +1,218 +1%
CB
567
Commerce Bank
Missouri
$3.56M +$173K +6,132 +5%
OCM
568
Orion Capital Management
California
$3.55M +$362K +12,858 +11%
SIA
569
Soltis Investment Advisors
Utah
$3.54M -$3.93M -139,461 -53%
RBFC
570
Roman Butler Fullerton & Co
Missouri
$3.52M +$2.42M +253,599 +218%
LA
571
LPF Advisors
Florida
$3.52M +$56.1K +1,992 +2%
FIA
572
Foundations Investment Advisors
Arizona
$3.5M -$123K -4,359 -3%
SAM
573
Smartleaf Asset Management
Massachusetts
$3.49M +$228K +8,130 +7%
TC
574
Trust Company
Kansas
$3.48M +$211K +7,476 +6%
CF
575
Centaurus Financial
California
$3.48M -$2.19M -77,679 -39%
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