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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 %
HNB
751
Huntington National Bank
Ohio
$1.85M -$1.73M – –
EWM
752
Empirical Wealth Management
Washington
$1.85M -$187K -6,621 -9%
CCB
753
Cutter & Co Brokerage
Missouri
$1.84M -$2.37K -84 -0.1%
PPW
754
Pasadena Private Wealth
California
$1.84M -$65.2K -2,313 -3%
CWA
755
Clearview Wealth Advisors
Oregon
$1.81M -$545K -19,335 -23%
MWP
756
Meridian Wealth Partners
Pennsylvania
$1.8M -$36.6K -1,299 -2%
LF
757
LifeSteps Financial
California
$1.79M +$27.7K +984 +2%
AWS
758
Aspen Wealth Strategies
Colorado
$1.78M -$53.6K -1,902 -3%
BWM
759
BKM Wealth Management
Wisconsin
$1.78M +$1.11M +39,405 +165%
CHA
760
Carmichael Hill & Associates
Maryland
$1.78M +$33.3K +1,182 +2%
TFA
761
Teamwork Financial Advisors
Texas
$1.78M -$149K -5,271 -8%
BJL
762
Brighton Jones LLC
Washington
$1.76M -$1.33M -47,241 -43%
OWM
763
Opes Wealth Management
California
$1.76M -$34.8K -1,236 -2%
EFG
764
Embree Financial Group
Illinois
$1.76M -$43.8K -1,554 -2%
RF
765
RHS Financial
California
$1.74M +$581K +20,625 +50%
Empower Advisory Group
766
Empower Advisory Group
Colorado
$1.72M +$432K +15,324 +34%
CIA
767
Covington Investment Advisors
Pennsylvania
$1.71M +$1.14M +40,551 +200%
FA
768
Freestate Advisors
Kansas
$1.7M +$1.7M +60,471 New
WB
769
West Bancorporation
Iowa
$1.7M -$65.5K -2,325 -4%
FC
770
Fairscale Capital
New Hampshire
$1.7M +$107K +3,801 +7%
BFPW
771
BOK Financial Private Wealth
Colorado
$1.67M -$182K -6,468 -10%
MTIC
772
Missouri Trust & Investment Company
Missouri
$1.66M -$132K -4,671 -7%
SIA
773
Sage Investment Advisers
New York
$1.65M +$38K +1,350 +2%
MCM
774
Maple Capital Management
Vermont
$1.65M +$22.3K +792 +1%
SF
775
Safeguard Financial
Wisconsin
$1.65M +$174K +6,171 +12%
29 30
31
32 33