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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 %
AFO
976
Allie Family Office
Florida
$815K -$28.1K -999 -3%
FC
977
Fusion Capital
South Carolina
$814K -$1.27K -45 -0.2%
BCM
978
Brasada Capital Management
Texas
$805K -$27.5K -975 -3%
MSA
979
McAlister Sweet & Associates
Texas
$805K -$3.38K -120 -0.4%
LWM
980
Lyell Wealth Management
California
$804K -$35.9K -1,275 -4%
SWA
981
Strategies Wealth Advisors
Michigan
$794K -$5.75K -204 -0.7%
MPCL
982
My Personal CFO LLC
Washington
$788K +$9.05K +321 +1%
CB
983
Chris Bulman
California
$787K +$787K +27,948 New
SC
984
Soundwatch Capital
Connecticut
$786K +$786K +27,909 New
I
985
INVST
Indiana
$786K -$29.7K -1,053 -4%
CP
986
Capital Planning
Washington
$785K +$193K +6,861 +33%
GC
987
Grimes & Company
Massachusetts
$784K +$510K +18,093 +186%
EI
988
Ellevest Inc
New York
$778K +$592 +21 +0.1%
AA
989
Ancora Advisors
Ohio
$777K +$29.3K +1,041 +4%
MC
990
Miramar Capital
Illinois
$777K -$10.8K -384 -1%
FCIM
991
Fairview Capital Investment Management
California
$770K +$32.5K +1,152 +4%
BONH
992
Bank of New Hampshire
New Hampshire
$766K -$389K -13,800 -34%
Financial Engines Advisors
993
Financial Engines Advisors
California
$762K -$24.3K -861 -3%
LBC
994
Lowe Brockenbrough & Co
Virginia
$761K -$54.2K -1,923 -7%
LF
995
LifePlan Financial
Minnesota
$760K +$6.59K +234 +0.9%
PFBT
996
Parkside Financial Bank & Trust
Missouri
$759K +$442K +15,699 +140%
PA
997
Prossimo Advisors
California
$756K – – –
WAM
998
Worth Asset Management
Texas
$756K +$517K +18,339 +216%
SWRP
999
Summit Wealth & Retirement Planning
California
$750K +$13.4K +477 +2%
WAL
1000
W Advisors LLC
Tennessee
$748K +$126K +4,464 +20%
38 39
40
41 42