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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 %
PCMC
701
Planning Capital Management Corporation
Pennsylvania
$2.27M +$8.2K +291 +0.4%
AWP
702
Atlas Wealth Partners
Pennsylvania
$2.24M +$2.24M +79,656 New
TAM
703
Townsend Asset Management
North Carolina
$2.24M +$16.5K +585 +0.7%
AWA
704
Arkadios Wealth Advisors
Georgia
$2.24M +$413K +14,652 +23%
CPIG
705
Chicago Partners Investment Group
Illinois
$2.23M +$1.29M +137,301 +138%
WFS
706
WealthGarden F.S.
California
$2.22M +$94.2K +3,342 +4%
WF
707
Warner Financial
Maryland
$2.22M +$44K +1,563 +2%
PTC
708
Private Trust Company
Ohio
$2.22M -$243K -8,622 -10%
M
709
MYeCFO
California
$2.21M +$121K +4,281 +6%
LFG
710
Larson Financial Group
Missouri
$2.2M +$148K +5,259 +7%
PGFC
711
Peapack-Gladstone Financial Corp
New Jersey
$2.2M +$339K +12,045 +18%
PI
712
PFG Investments
New York
$2.19M +$62.1K +2,205 +3%
FA
713
Fermata Advisors
California
$2.17M -$6.05M -214,764 -74%
WWM
714
WT Wealth Management
Arizona
$2.15M +$1.42M +147,831 +194%
LA
715
Legacy Advisors
Pennsylvania
$2.15M -$94.3K -3,345 -4%
HCA
716
Heck Capital Advisors
Wisconsin
$2.14M -$10.3K -366 -0.5%
WCM
717
Whitener Capital Management
North Carolina
$2.14M -$60K -2,130 -3%
SFPG
718
Stonebridge Financial Planning Group
Florida
$2.14M +$36.3K +1,290 +2%
SAM
719
Secure Asset Management
Michigan
$2.13M -$81.8K -2,904 -4%
SIC
720
Salem Investment Counselors
North Carolina
$2.13M +$2.37K +84 +0.1%
MWM
721
Modern Wealth Management
Kansas
$2.13M -$20.3M -719,013 -90%
PFA
722
Petra Financial Advisors
Colorado
$2.12M +$177K +6,288 +9%
RWP
723
Revolve Wealth Partners
New Jersey
$2.11M -$165K -5,868 -7%
CRI
724
Commonwealth Retirement Investments
Virginia
$2.11M -$142K -5,022 -6%
WWC
725
Waypoint Wealth Counsel
Georgia
$2.1M +$18.2K +645 +0.9%
27 28
29
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