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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 %
TF
676
Trek Financial
Arizona
$2.5M +$914K +32,430 +58%
GWWM
677
Great Waters Wealth Management
Minnesota
$2.5M -$25.6K -909 -1%
FHC
678
First Heartland Consultants
Missouri
$2.49M -$870K -30,885 -26%
EWP
679
Elevation Wealth Partners
California
$2.48M +$428K +15,195 +21%
NW
680
NewEdge Wealth
Pennsylvania
$2.47M +$1.52M +54,075 +160%
BBPWM
681
Blue Bell Private Wealth Management
Pennsylvania
$2.47M +$1.94K +69 +0.1%
AWM
682
Aprio Wealth Management
Georgia
$2.46M -$17.5K -621 -0.7%
GIA
683
Guyasuta Investment Advisors
Pennsylvania
$2.45M +$22K +780 +0.9%
PBO
684
Peoples Bank (Ohio)
Ohio
$2.43M -$265K -9,402 -10%
CPC
685
Consolidated Planning Corp
Georgia
$2.42M -$254K -9,030 -10%
WKSWA
686
White Knight Strategic Wealth Advisors
New Jersey
$2.41M +$3.8K +135 +0.2%
TAM
687
Titleist Asset Management
Texas
$2.39M -$49.9K -1,770 -2%
MPCA
688
Madison Park Capital Advisors
Washington
$2.38M +$302K +10,731 +15%
KF
689
Krilogy Financial
Missouri
$2.38M +$241K +8,538 +11%
AL
690
ACAS LLC
California
$2.36M -$15.4K -546 -0.6%
TPA
691
Trivium Point Advisory
Connecticut
$2.33M +$914K +94,539 +65%
FNBOMD
692
First National Bank of Mount Dora
Florida
$2.32M – – –
V
693
ViaWealth
Kansas
$2.32M +$87.2K +3,093 +4%
BAM
694
Berkshire Asset Management
Pennsylvania
$2.31M – – –
LOIM
695
Liberty One Investment Management
Illinois
$2.29M -$104K -3,696 -4%
MWA
696
Muirfield Wealth Advisors
North Carolina
$2.28M +$39.7K +1,410 +2%
SW
697
SteelPeak Wealth
California
$2.28M -$747K -26,520 -25%
BWAM
698
Boyd Watterson Asset Management
Ohio
$2.28M +$127K +4,494 +6%
Squarepoint
699
Squarepoint
New York
$2.27M -$2.06M -73,047 -48%
ADL
700
Asset Dedication LLC
California
$2.27M +$225K +7,986 +11%
26 27
28
29 30