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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 %
IWP
901
Insight Wealth Partners
Texas
$1.05M +$137K +4,872 +15%
SF
902
Summit Financial
New Jersey
$1.03M +$375K +13,299 +57%
AWA
903
Aaron Wealth Advisors
Illinois
$1.02M +$1.35K +48 +0.1%
VFA
904
Valeo Financial Advisors
Indiana
$1.02M +$163K +5,769 +19%
MM
905
Meridian Management
Arkansas
$1.02M +$40.7K +1,443 +4%
FWP
906
FAS Wealth Partners
Kansas
$1.02M +$4.48K +159 +0.4%
PJSIMP
907
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M +$5.07K +180 +0.5%
MWP
908
Madison Wealth Partners
Wisconsin
$992K +$9.13K +324 +0.9%
BFA
909
Beaumont Financial Advisors
Massachusetts
$992K -$80.1K -2,844 -7%
CW
910
Code Waechter
Florida
$991K +$991K +35,175 New
CCM
911
Coldstream Capital Management
Washington
$986K +$53.9K +1,917 +6%
PB
912
Pinnacle Bancorp
Nebraska
$983K -$40.3K -1,431 -4%
BWM
913
Buska Wealth Management
Wisconsin
$981K +$530K +18,822 +118%
CCM
914
Colorado Capital Management
Colorado
$980K +$10.2K +363 +1%
BAWC
915
Boyce & Associates Wealth Consulting
Texas
$980K +$31.4K +1,113 +3%
WB
916
Webster Bank
Connecticut
$980K – – –
B
917
Bailard
California
$978K +$40.7K +1,446 +4%
NCM
918
Narwhal Capital Management
Georgia
$978K -$380K -13,500 -28%
CMBA
919
C.M. Bidwell & Associates
Hawaii
$973K -$85 -3 -0%
BWP
920
Balboa Wealth Partners
Arizona
$962K +$36.6K +1,299 +4%
SP
921
SWS Partners
Ohio
$960K – – –
CHJWM
922
Carlton Hofferkamp & Jenks Wealth Management
Texas
$955K +$654K +69,741 +217%
CWM
923
CCG Wealth Management
California
$954K – – –
AG
924
Ascent Group
Virginia
$951K -$71.5K -2,538 -7%
GS
925
GTS Securities
New York
$947K +$947K +33,600 New
35 36
37
38 39