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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 %
MA
776
Modus Advisors
Minnesota
$1.65M -$12.2K -432 -0.7%
SAI
777
Savvy Advisors Inc
New York
$1.64M +$170K +6,036 +12%
WFG
778
Wills Financial Group
Virginia
$1.63M -$6.85K -243 -0.4%
SWM
779
Segment Wealth Management
Texas
$1.62M – – –
Tudor Investment Corp
780
Tudor Investment Corp
Connecticut
$1.6M -$1.26M -44,805 -44%
SPWM
781
Schrum Private Wealth Management
Florida
$1.59M +$761K +27,021 +92%
CCAM
782
Cascades Capital Asset Management
North Carolina
$1.57M +$1.57M +55,698 New
EFS
783
Essex Financial Services
Connecticut
$1.57M +$917K +97,074 +141%
LA
784
Latitude Advisors
Florida
$1.56M +$7.78K +276 +0.5%
Vanguard Group
785
Vanguard Group
Pennsylvania
$1.56M +$45.2K +1,605 +3%
DT
786
Diversified Trust
Tennessee
$1.55M +$210K +7,467 +16%
DWM
787
Dechtman Wealth Management
Colorado
$1.55M +$29.9K +1,062 +2%
WIM
788
WealthPlan Investment Management
Nebraska
$1.55M +$321K +11,406 +26%
PWSG
789
Pacific Wealth Strategies Group
California
$1.55M +$14.4K +510 +0.9%
SA
790
Stewardship Advisors
Pennsylvania
$1.54M -$129K -4,575 -8%
BCA
791
Bay Colony Advisors
Massachusetts
$1.54M +$167K +5,934 +12%
GGS
792
Galvin Gaustad & Stein
Arizona
$1.52M +$31.9K +1,131 +2%
OF
793
Outfitter Financial
Maine
$1.52M -$41.8K -1,485 -3%
KA
794
Kovack Advisors
Florida
$1.52M -$49.2K -1,746 -3%
CCM
795
Crew Capital Management
Ohio
$1.51M -$354K -12,579 -19%
KIM
796
Kestra Investment Management
Texas
$1.49M +$1.49M +52,917 New
TIAA Trust, National Association
797
TIAA Trust, National Association
North Carolina
$1.48M +$195K +6,909 +15%
SWP
798
Summit Wealth Partners
Florida
$1.48M -$106K -3,777 -7%
WHC
799
Wulff, Hansen & Co
California
$1.47M -$108K -3,816 -7%
SIAG
800
Signet Investment Advisory Group
Rhode Island
$1.47M -$39.4K -1,398 -3%
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