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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 %
CMS
801
Capital Market Strategies
Florida
$1.47M -$193K -6,846 -12%
NSIM
802
North Star Investment Management
Illinois
$1.46M +$44.1K +1,566 +3%
SWP
803
Semus Wealth Partners
Florida
$1.46M -$64.2K -2,280 -4%
GJIA
804
Glass Jacobson Investment Advisors
Maryland
$1.46M +$380K +13,479 +35%
UAG
805
United Advisor Group
Ohio
$1.45M +$354K +12,576 +32%
SFC
806
SYM Financial Corp
Indiana
$1.45M -$259K -9,204 -15%
FCH
807
Freestone Capital Holdings
Washington
$1.45M +$961K +34,104 +197%
VCM
808
Vivaldi Capital Management
Illinois
$1.44M +$1.44M +51,195 New
EWM
809
Evergreen Wealth Management
Michigan
$1.44M -$76.8K -2,727 -5%
BA
810
Bridge Advisory
California
$1.44M -$65.8K -2,334 -4%
PWM
811
Paulson Wealth Management
Illinois
$1.44M -$484K -17,163 -25%
IIC
812
Ironwood Investment Counsel
Arizona
$1.44M -$24.9K -882 -2%
SBIA
813
Sheaff Brock Investment Advisors
Indiana
$1.43M +$86.9K +3,084 +6%
WP
814
WealthShield Partners
North Carolina
$1.43M +$23.3K +828 +2%
IAA
815
Independent Advisor Alliance
North Carolina
$1.42M -$415K -14,739 -23%
PL
816
Plancorp LLC
Missouri
$1.42M -$47.1K -1,671 -3%
BDFN
817
Bond & Devick Financial Network
Minnesota
$1.41M -$93.9K -3,333 -6%
ARG
818
Advisory Resource Group
Oklahoma
$1.4M +$20.8K +738 +2%
KCM
819
Kanawha Capital Management
Virginia
$1.39M – – –
BWM
820
BNC Wealth Management
Oregon
$1.39M -$93.5K -3,318 -6%
PFGIA
821
Patriot Financial Group Insurance Agency
Massachusetts
$1.38M +$108K +4,455 +8%
CWA
822
Core Wealth Advisors
Florida
$1.38M +$83.3K +2,958 +6%
RFN
823
RDA Financial Network
Iowa
$1.38M +$35.3K +1,254 +3%
CIA
824
Compass Ion Advisors
Pennsylvania
$1.38M +$1.38M +48,903 New
RW
825
Rockport Wealth
Ohio
$1.38M -$234K -8,322 -15%
31 32
33
34 35