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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 %
AWA
601
Adapt Wealth Advisors
Georgia
$3.22M -$81.8K -2,904 -2%
TA
602
TPG Advisors
Illinois
$3.22M -$26.1K -927 -0.8%
EA
603
Emerald Advisors
Washington
$3.21M +$2.18M +227,304 +213%
SFC
604
Strategic Financial Concepts
Texas
$3.2M -$260M -9,230,094 -99%
CAL
605
Capital Analysts LLC
Pennsylvania
$3.18M +$200K +7,113 +7%
ERIM
606
Eagle Ridge Investment Management
Connecticut
$3.17M -$18.1K -642 -0.6%
HL
607
HeadInvest LLC
Maine
$3.16M +$124K +4,407 +4%
MAS
608
Madden Advisory Services
Florida
$3.15M +$179K +6,357 +6%
BL
609
BFSG LLC
California
$3.13M +$1.59M +56,391 +103%
AAMC
610
Asset Allocation & Management Company
Illinois
$3.11M – – –
LCM
611
LVM Capital Management
Michigan
$3.11M – – –
CWS
612
Cypress Wealth Services
California
$3.09M +$43.8K +1,554 +1%
JCM
613
Jacobi Capital Management
Pennsylvania
$3.08M +$1.48M +52,620 +93%
CICC
614
Capital Investment Counsel (Colorado)
Colorado
$3.05M -$213K -7,557 -7%
CS
615
Capital Square
Tennessee
$3.05M +$266K +9,432 +10%
Bessemer Group
616
Bessemer Group
New Jersey
$3.05M – – –
EIA
617
Eldridge Investment Advisors
New Hampshire
$3.05M +$21.9K +777 +0.7%
AFG
618
Atomi Financial Group
New York
$3.03M +$5.07K +180 +0.2%
SFG
619
SNS Financial Group
Minnesota
$2.99M -$77.4K -2,748 -3%
CPL
620
CAP Partners LLC
Tennessee
$2.99M +$85.1K +3,021 +3%
MWM
621
Moran Wealth Management
Florida
$2.99M -$96.2K -3,414 -3%
TWM
622
Triton Wealth Management
Arizona
$2.99M +$3.63K +129 +0.1%
CWM
623
Chesapeake Wealth Management
Virginia
$2.97M -$67.9K -2,409 -2%
BBHC
624
Brown Brothers Harriman & Co
New York
$2.96M +$2.82M +100,239 +2,064%
PGAM
625
Princeton Global Asset Management
New Jersey
$2.91M -$73.9K -2,622 -2%
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