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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,613 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, 806 increasing their positions, 489 reducing their positions, and 59 closing their positions.

Holders
1,613
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
806
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M

Top Buyers

1
JSTA
1
Japan Science & Technology Agency
Japan
$219M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$92M
3
AIA
3
Allied Investment Advisors
Montana
$40.4M
4
LPL Financial
4
LPL Financial
California
$975M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$27.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.71M
2
Charles Schwab
2
Charles Schwab
California
$0
3
SFC
3
Strategic Financial Concepts
Texas
$3.2M
4
APP
4
Avantax Planning Partners
Iowa
$263M
5
Ameriprise
5
Ameriprise
Minnesota
$487M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
76
Burkett Financial Services
South Carolina
$43.3M +$1.23M +43,722 +3%
TLFA
77
True Link Financial Advisors
California
$43.2M +$2.56M +90,771 +6%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$42.8M +$1.82M +64,758 +4%
AWC
79
Adamsbrown Wealth Consultants
Kansas
$42.5M +$2.03M +72,012 +5%
HWM
80
HB Wealth Management
Georgia
$40.6M -$1.62M -57,408 -4%
AIA
81
Allied Investment Advisors
Montana
$40.4M +$40.1M +1,424,325 +18,100%
EH
82
Equitable Holdings
New York
$39.7M +$3.41M +120,864 +9%
WA
83
Waverly Advisors
Alabama
$39.3M +$1.82M +64,647 +5%
CWM
84
Cedar Wealth Management
California
$39.2M +$62.3K +2,211 +0.2%
EA
85
Evergreen Advisors
Tennessee
$39.1M +$1.52M +53,775 +4%
BF
86
BOK Financial
Oklahoma
$39M +$712K +25,341 +2%
RCM
87
Richardson Capital Management
Wisconsin
$38.9M +$965K +34,257 +3%
BPA
88
Beacon Pointe Advisors
California
$38.9M +$401K +14,223 +1%
AWS
89
Atria Wealth Solutions
New York
$38.3M +$258K +9,174 +0.7%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$38.3M -$7.77M -275,685 -17%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$38M +$1.74M +61,656 +5%
NA
92
NewEdge Advisors
Louisiana
$37.1M +$116K +4,116 +0.3%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$37.1M -$16.4M -569,826 -31%
VVP
94
Venture Visionary Partners
Ohio
$35.5M +$245K +8,706 +0.7%
LS
95
Leelyn Smith
Illinois
$35.4M +$843K +29,919 +2%
FFS
96
Founders Financial Securities
Maryland
$35.1M -$549K -19,482 -2%
SCI
97
Silver Coast Investments
United States
$35M +$647K +22,968 +2%
MWA
98
MFA Wealth Advisors
Pennsylvania
$34.8M +$20.2M +716,673 +138%
SCM
99
Steele Capital Management
Iowa
$34.7M -$1.23M -43,515 -3%
SFG
100
Sunburst Financial Group
Alabama
$34.4M -$140K -4,977 -0.4%
2 3
4
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