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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 %
AMG
651
Advisors Management Group
Wisconsin
$2.69M +$59K +2,094 +2%
RFA
652
Register Financial Advisors
Georgia
$2.69M +$162K +5,760 +6%
WCG
653
Weaver Consulting Group
California
$2.68M – – –
BI
654
Beckerman Institutional
New Jersey
$2.66M +$2.66M +94,551 New
VA
655
Vident Advisory
Georgia
$2.66M -$43.7K -1,551 -2%
CFO
656
Collective Family Office
Pennsylvania
$2.64M +$191K +6,765 +8%
PFS
657
Prospera Financial Services
Texas
$2.64M -$73.5K -2,607 -3%
SW
658
Simplicity Wealth
New Jersey
$2.64M -$921K -32,676 -26%
WF
659
Welch & Forbes
Massachusetts
$2.63M – – –
ACG
660
Allen Capital Group
Nebraska
$2.63M -$122K -4,317 -4%
FWM
661
FMA Wealth Management
Massachusetts
$2.63M +$105K +3,729 +4%
MCM
662
Mengis Capital Management
Oregon
$2.63M +$215K +7,626 +9%
CPRC
663
Consolidated Portfolio Review Corp
New York
$2.62M -$53.3K -1,893 -2%
Betterment LLC
664
Betterment LLC
New York
$2.62M +$611K +21,687 +30%
BWM
665
BCGM Wealth Management
Indiana
$2.61M -$167K -5,937 -6%
OPWM
666
Oxinas Partners Wealth Management
Indiana
$2.61M +$1.77M +62,805 +210%
BWA
667
Beam Wealth Advisors
Louisiana
$2.6M +$36.3K +1,287 +1%
BSB
668
Bangor Savings Bank
Maine
$2.59M -$7.95K -282 -0.3%
AQR Capital Management
669
AQR Capital Management
Connecticut
$2.58M +$1.62M +57,615 +170%
CW
670
CreativeOne Wealth
Kansas
$2.58M +$44.7K +1,587 +2%
CAMV
671
Concord Asset Management (Virginia)
Virginia
$2.57M -$747K -26,514 -23%
CA
672
Crewe Advisors
Utah
$2.56M +$75.1K +2,667 +3%
Luther King Capital Management (LKCM)
673
Luther King Capital Management (LKCM)
Texas
$2.54M -$2.4M – –
AWM
674
Aspire Wealth Management
Massachusetts
$2.53M -$1.71M -60,852 -40%
NS
675
NBC Securities
Alabama
$2.51M +$985K +34,956 +65%
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