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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 %
GWM
826
Guardian Wealth Management
Illinois
$1.37M +$386K +13,692 +39%
SWM
827
Sagace Wealth Management
Florida
$1.37M +$909K +95,016 +196%
WP
828
Wealthspan Partners
Iowa
$1.35M +$934K +33,156 +222%
RCWM
829
Royal Capital Wealth Management
Indiana
$1.34M +$5.24K +186 +0.4%
TWM
830
Thrive Wealth Management
Pennsylvania
$1.33M +$23.2K +825 +2%
TNBTD
831
Trustmark National Bank Trust Department
Mississippi
$1.33M +$151K +5,373 +13%
GI
832
Gradient Investments
Minnesota
$1.31M -$242K -8,577 -16%
VWM
833
Valley Wealth Managers
New Jersey
$1.31M +$543K +19,278 +71%
RGF
834
Retirement Guys Formula
Ohio
$1.31M -$5.07K -180 -0.4%
BCMO
835
Buckingham Capital Management (Ohio)
Ohio
$1.31M -$4.9K -174 -0.4%
WCM
836
WealthBridge Capital Management
Ohio
$1.3M +$46.5K +1,650 +4%
QCM
837
QRG Capital Management
Illinois
$1.3M +$65.3K +2,316 +5%
FFA
838
Founders Financial Alliance
North Carolina
$1.3M +$4.23K +150 +0.3%
AL
839
Aspiriant LLC
California
$1.29M -$12K -426 -0.9%
WMA
840
West Michigan Advisors
Michigan
$1.29M +$96.3K +3,417 +8%
MWM
841
MBE Wealth Management
Wisconsin
$1.28M -$48.9K -1,737 -4%
EFG
842
Ehrlich Financial Group
California
$1.28M +$48.4K +1,716 +4%
AFP
843
Alpha Financial Partners
Kentucky
$1.28M +$1.28M +45,549 New
BTWM
844
Baker Tilly Wealth Management
Wisconsin
$1.27M +$29K +1,029 +2%
First Manhattan
845
First Manhattan
New York
$1.27M – – –
JIC
846
Joel Isaacson & Co
New York
$1.27M +$55.1K +1,956 +5%
GAM
847
Garrison Asset Management
Arkansas
$1.27M +$23.1K +819 +2%
BIM
848
Baldwin Investment Management
Pennsylvania
$1.27M -$190K -6,726 -13%
GAA
849
Guardian Asset Advisors
Pennsylvania
$1.27M +$93.9K +3,333 +8%
EWA
850
Elevate Wealth Advisory
Georgia
$1.27M +$125K +4,440 +11%
32 33
34
35 36