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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,613 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, 806 increasing their positions, 489 reducing their positions, and 59 closing their positions.

Holders
1,613
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
806
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M

Top Buyers

1
JSTA
1
Japan Science & Technology Agency
Japan
$219M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$92M
3
AIA
3
Allied Investment Advisors
Montana
$40.4M
4
LPL Financial
4
LPL Financial
California
$975M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$27.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.71M
2
Charles Schwab
2
Charles Schwab
California
$0
3
SFC
3
Strategic Financial Concepts
Texas
$3.2M
4
APP
4
Avantax Planning Partners
Iowa
$263M
5
Ameriprise
5
Ameriprise
Minnesota
$487M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$71.3M 2,529,138 +117,270 +5%
S
52
Syntrinsic
Colorado
$71M 2,520,552 -5,853 -0.2%
BFG
53
Berger Financial Group
Minnesota
$70.6M 2,506,413 +127,416 +5%
BFG
54
Bouchey Financial Group
New York
$69M 2,448,834 +187,131 +8%
CFO
55
CVA Family Office
Colorado
$65.8M 2,334,531 +69,237 +3%
Stifel Financial
56
Stifel Financial
Missouri
$63.6M 2,257,278 -162,546 -7%
CFS
57
CGC Financial Services
Oregon
$59.8M 2,121,633 +33,255 +2%
AAS
58
Ameritas Advisory Services
Nebraska
$57.9M 2,056,344 -541,128 -21%
MAM
59
Marquette Asset Management
Minnesota
$56.7M 2,012,802 -3,972 -0.2%
SPIA
60
Steward Partners Investment Advisory
New York
$56.3M 1,998,558 +35,547 +2%
HFS
61
Howard Financial Services
Texas
$55.6M 1,971,744 +86,619 +5%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$53.4M 1,896,378 -37,563 -2%
RWP
63
Reliant Wealth Planning
Kentucky
$52.1M 1,849,575 +33,882 +2%
SAM
64
Summit Asset Management
Tennessee
$51.9M 1,843,194 +48,987 +3%
ETS
65
ESL Trust Services
New York
$49.6M 1,760,898 +1,296 +0.1%
SFWA
66
Summit Financial Wealth Advisors
Louisiana
$48.6M 1,724,016 +59,493 +4%
CTC
67
Central Trust Company
Missouri
$48.5M 1,722,900 -239,067 -12%
PA
68
Pinnacle Associates
New York
$48.4M 1,905,510 -47,766 -2%
AF
69
Allworth Financial
California
$47.3M 1,678,341 +30,030 +2%
SCA
70
Scott Capital Advisors
Oregon
$47M 1,668,072 +110,754 +7%
WF
71
Whelan Financial
California
$46.2M 1,641,384 +26,913 +2%
PWP
72
Principle Wealth Partners
Connecticut
$46M 1,632,621 +91,878 +6%
SIG
73
Spinnaker Investment Group
California
$45M 1,598,601 +33,972 +2%
SAM
74
Securian Asset Management
Minnesota
$44.5M 1,581,000 – –
PAG
75
Private Advisor Group
New Jersey
$43.9M 1,558,401 +46,533 +3%
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