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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 %
Jane Street
726
Jane Street
New York
$2.1M -$10.3M -364,605 -83%
LCM
727
Liberty Capital Management
Michigan
$2.09M +$24.8K +879 +1%
APIM
728
Agate Pass Investment Management
Washington
$2.09M -$155K -5,508 -7%
IAG
729
Investment Advisory Group
Massachusetts
$2.09M +$128K +4,551 +7%
MSS
730
Mitchell Sinkler & Starr
Pennsylvania
$2.08M +$140K +4,965 +7%
SWM
731
Silverlake Wealth Management
Vermont
$2.05M +$168K +5,961 +9%
CFD
732
Creative Financial Designs
Indiana
$2.05M -$1.19M -42,078 -37%
JCM
733
Janney Capital Management
Pennsylvania
$2.01M -$38K -1,347 -2%
GWM
734
Geneos Wealth Management
Colorado
$2M +$10.3K +366 +0.5%
WPC
735
Wedmont Private Capital
Pennsylvania
$1.97M +$94.1K +3,348 +5%
IF
736
IRON Financial
Illinois
$1.96M +$85.5K +3,036 +5%
IAP
737
Indie Asset Partners
Indiana
$1.96M +$61.8K +2,193 +3%
RMAM
738
Raab & Moskowitz Asset Management
New Jersey
$1.96M +$9.72K +345 +0.5%
CT
739
Clearstead Trust
Maine
$1.95M +$302K +10,725 +18%
PAG
740
Private Advisory Group
Washington
$1.95M -$98.3K -3,489 -5%
NGA
741
Naples Global Advisors
Florida
$1.95M +$34.2K +1,212 +2%
CFA
742
CWS Financial Advisors
Michigan
$1.94M +$76.3K +2,709 +4%
GIA
743
GHP Investment Advisors
Colorado
$1.93M -$10.7K -378 -0.5%
PA
744
Planning Alternatives
Michigan
$1.93M -$41.8K -1,482 -2%
APW
745
Aurora Private Wealth
New Jersey
$1.91M -$169K -6,003 -8%
FA
746
Fiducient Advisors
Illinois
$1.91M +$522K +18,531 +38%
DTC
747
Davidson Trust Company
Washington
$1.9M +$384K +13,626 +25%
O3W
748
Omni 360 Wealth
New Jersey
$1.9M -$61.4K -2,178 -3%
Millennium Management
749
Millennium Management
New York
$1.88M +$1.88M +66,711 New
VP
750
Verum Partners
North Carolina
$1.87M -$346K -12,279 -16%
28 29
30
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