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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 %
MSWM
851
McGlone Suttner Wealth Management
Wisconsin
$1.26M -$58.2K -2,067 -4%
TCM
852
TruNorth Capital Management
Michigan
$1.25M +$507 +18 +0%
MW
853
Marcum Wealth
Ohio
$1.24M +$218K +7,728 +21%
EAM
854
Evanson Asset Management
California
$1.24M +$22.3K +792 +2%
CAMG
855
CWA Asset Management Group
Florida
$1.24M +$1.24M +43,944 New
HNB
856
Hilltop National Bank
Wyoming
$1.24M +$123K +4,350 +11%
FWSM
857
First Wilshire Securities Management
California
$1.24M – – –
JCFM
858
JBR Co Financial Management
Oklahoma
$1.24M -$68.3K -2,424 -5%
ECA
859
Elevation Capital Advisory
Oregon
$1.23M +$1.23M +43,692 New
MMHP
860
Murphy Middleton Hinkle & Parker
Georgia
$1.23M +$46.2K +1,641 +4%
DAS
861
Diversify Advisory Services
Utah
$1.23M +$898K +95,094 +273%
RWP
862
RWA Wealth Partners
Massachusetts
$1.22M -$64.8K -2,301 -5%
WEG
863
World Equity Group
Illinois
$1.21M -$375K -13,308 -24%
Kovitz Investment Group Partners
864
Kovitz Investment Group Partners
Illinois
$1.21M +$189K +8,160 +19%
PFS
865
Prospect Financial Services
New York
$1.19M +$207K +7,356 +21%
GF
866
Gries Financial
Ohio
$1.19M +$25.9K +918 +2%
MSA
867
Marino Stram & Associates
Massachusetts
$1.19M +$2.96K +105 +0.2%
NAM
868
NorthCrest Asset Manangement
Minnesota
$1.19M +$1.19M +42,120 New
Simplex Trading
869
Simplex Trading
Illinois
$1.18M +$545K +19,344 +85%
YWM
870
Yoder Wealth Management
California
$1.18M -$12.1K -429 -1%
AIA
871
Ally Invest Advisors
North Carolina
$1.18M -$222K -7,875 -16%
FMII
872
Farmers & Merchants Investments Inc
Nebraska
$1.17M – – –
AWG
873
Altus Wealth Group
Colorado
$1.16M +$47.7K +1,692 +4%
CNFG
874
Creegan & Nassoura Financial Group
New Hampshire
$1.16M – – –
CAI
875
Capital Advisors Inc
Oklahoma
$1.15M +$88.3K +3,132 +8%
33 34
35
36 37