SCHD icon

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 %
Fisher Asset Management
876
Fisher Asset Management
Washington
$1.14M -$406K -14,412 -26%
VF
877
VitalStone Financial
Texas
$1.14M -$79K -2,802 -6%
WCFA
878
Walkner Condon Financial Advisors
Wisconsin
$1.14M +$11.7K +414 +1%
APA
879
Astoria Portfolio Advisors
New York
$1.13M +$751K +78,960 +197%
IC
880
IEQ Capital
California
$1.13M +$635K +22,539 +128%
BTI
881
Blue Trust Inc
Georgia
$1.12M +$475K +18,339 +74%
PCMC
882
Private Capital Management (Colorado)
Colorado
$1.11M -$42.8K -1,518 -4%
VC
883
Vicus Capital
Pennsylvania
$1.11M +$80.3K +2,850 +8%
CGL
884
Clarius Group LLC
Washington
$1.11M +$405K +15,807 +58%
JFG
885
JMG Financial Group
Illinois
$1.11M -$19.9K -705 -2%
MA
886
MAS Advisors
Florida
$1.1M +$85 +3 +0%
TIA
887
Traphagen Investment Advisors
New Jersey
$1.1M -$174K -6,171 -14%
Capital Fund Management (CFM)
888
Capital Fund Management (CFM)
France
$1.09M +$1.09M +38,718 New
OFG
889
Orcam Financial Group
California
$1.09M -$295K -10,461 -21%
CWM
890
Collaborative Wealth Management
Florida
$1.09M +$592 +21 +0.1%
GDP
891
Great Diamond Partners
Maine
$1.09M -$16K -567 -1%
RK
892
Rather & Kittrell
Tennessee
$1.08M – – –
SLWA
893
San Luis Wealth Advisors
California
$1.08M +$20.9K +741 +2%
CCFM
894
Clear Creek Financial Management
Washington
$1.08M +$107K +3,801 +11%
ACA
895
Atlas Capital Advisors
Wyoming
$1.06M -$11.8K -417 -1%
VFG
896
Valley Financial Group
Pennsylvania
$1.06M -$42K -1,491 -4%
MFA
897
Morling Financial Advisors
California
$1.06M +$79.8K +2,832 +8%
SWA
898
SOA Wealth Advisors
New York
$1.06M -$17.7K -627 -2%
CSA
899
Cottage Street Advisors
Massachusetts
$1.06M +$81.5K +2,892 +8%
HIP
900
HUB Investment Partners
Texas
$1.06M +$311K +11,055 +42%
34 35
36
37 38