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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 %
EFG
926
Ethos Financial Group
Pennsylvania
$945K +$36.1K +1,281 +4%
BCWM
927
Bartlett & Co Wealth Management
Ohio
$941K -$56.9K -2,019 -6%
ACM
928
Advance Capital Management
Michigan
$936K +$81.8K +2,904 +10%
HKIM
929
Hayek Kallen Investment Management
Alabama
$933K -$2.11K -75 -0.2%
MWM
930
Modera Wealth Management
New Jersey
$928K +$51.5K +1,827 +6%
CAM
931
Costello Asset Management
Pennsylvania
$921K +$267K +9,489 +41%
FNBTCON
932
First National Bank & Trust Co of Newtown
Pennsylvania
$918K +$918K +32,580 New
RDIA
933
RE Dickinson Investment Advisors
Iowa
$914K -$178K -6,330 -16%
OC
934
Oarsman Capital
Wisconsin
$911K +$17.7K +627 +2%
SP
935
Stonebrook Private
Michigan
$906K +$17.4K +618 +2%
DC
936
Darrow Company
Massachusetts
$902K +$1.35K +48 +0.1%
MSAM
937
Moloney Securities Asset Management
Missouri
$894K -$66.3K -2,352 -7%
GWM
938
Gray Wealth Management
Maine
$894K -$9.3K -330 -1%
National Bank of Canada
939
National Bank of Canada
Quebec, Canada
$884K -$306K -32,592 -26%
NCM
940
Next Capital Management
New York
$883K +$431K +15,285 +95%
ES
941
ETF Store
Kansas
$883K +$15.9K +564 +2%
AWM
942
Adams Wealth Management
Utah
$882K -$41.8K -1,482 -5%
CI
943
CacheTech Inc
Utah
$882K -$41.8K -1,482 -5%
DOA
944
D'Orazio & Associates
Virginia
$881K -$60.3K -2,139 -6%
BC
945
Barnett & Company
Tennessee
$876K -$33.2K -1,179 -4%
LIA
946
LS Investment Advisors
Michigan
$876K +$876K +31,080 New
CWM
947
Cornerstone Wealth Management
Missouri
$875K -$1.01K -36 -0.1%
ACM
948
Avalon Capital Management
California
$875K – – –
IA
949
IFG Advisory
Georgia
$874K -$18.7K -663 -2%
9WM
950
9258 Wealth Management
Ohio
$870K +$99.4K +3,528 +13%
36 37
38
39 40