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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 %
DP
951
DDD Partners
Washington
$870K +$444K +15,762 +104%
WA
952
Wealth Alliance
New York
$867K +$11.2K +396 +1%
PP
953
Patten & Patten
Tennessee
$867K +$82K +2,910 +10%
DFG
954
Demars Financial Group
Washington
$861K – – –
BPWM
955
Badgley Phelps Wealth Managers
Washington
$860K +$320K +11,343 +59%
BCMLT
956
Beacon Capital Management LLC (Tennessee)
Tennessee
$859K -$59.9K -2,127 -7%
SA
957
Sunesis Advisors
Kansas
$857K +$254 +9 +0%
IFWM
958
Institute for Wealth Management
Colorado
$855K -$54K -1,917 -6%
SFG
959
Sage Financial Group
Pennsylvania
$853K -$52.7K -1,872 -6%
FTDI
960
First Trust Direct Indexing
Massachusetts
$851K +$148K +5,235 +21%
SAM
961
SignalPoint Asset Management
Missouri
$849K +$2.19K +78 +0.3%
WOSD
962
WFA of San Diego
California
$848K -$5.92K -210 -0.7%
SA
963
Strategic Advocates
Utah
$846K -$633K -22,482 -43%
BAM
964
Bellevue Asset Management
Washington
$845K +$10.4K +369 +1%
SHGA
965
Sand Hill Global Advisors
California
$843K -$33.4K -1,185 -4%
CA
966
CGN Advisors
Kansas
$836K +$84.9K +3,012 +11%
GWM
967
Greenhouse Wealth Management
Connecticut
$832K +$6.85K +243 +0.8%
LC
968
Landaas & Company
Wisconsin
$832K – – –
CPA
969
Clear Point Advisors
New York
$830K +$8.71K +309 +1%
FCM
970
Firestone Capital Management
Florida
$828K +$15.8K +561 +2%
VCAM
971
Van Cleef Asset Management
Ohio
$826K +$9.38K +333 +1%
KC
972
Kingfisher Capital
North Carolina
$821K +$7.69K +273 +0.9%
RWM
973
Rench Wealth Management
Texas
$820K -$30.5K -1,083 -4%
CWM
974
Connecticut Wealth Management
Connecticut
$818K – – –
MWA
975
Moser Wealth Advisors
Washington
$818K +$91.3K +3,240 +13%
37 38
39
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