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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 %
SPA
1026
Sentinel Pension Advisors
Massachusetts
$693K -$181K -6,435 -21%
NSAM
1027
North Star Asset Management
Wisconsin
$693K +$54.4K +1,932 +9%
SHJ
1028
Sharkey, Howes & Javer
Colorado
$693K +$62K +2,199 +10%
BCG
1029
Breakwater Capital Group
New Jersey
$690K +$33.1K +1,176 +5%
IPAM
1030
Investment Partners Asset Management
New Jersey
$690K +$169 +6 +0%
SC
1031
Stephens Consulting
Michigan
$687K -$67.7K -2,403 -9%
CPIA
1032
Cornell Pochily Investment Advisors
New York
$682K +$7.86K +279 +1%
FLPIM
1033
F.L. Putnam Investment Management
Massachusetts
$681K -$26.3K -933 -4%
PPWM
1034
Perissos Private Wealth Management
Oklahoma
$680K +$26K +924 +4%
OWM
1035
OneAscent Wealth Management
Alabama
$674K +$674K +23,919 New
DWMS
1036
Dominguez Wealth Management Solutions
Virginia
$669K +$4.57K +162 +0.7%
NHC
1037
Nicholas Hoffman & Company
Georgia
$662K +$13.1K +465 +2%
HIS
1038
Horizon Investment Services
Indiana
$662K +$169 +6 +0%
JFG
1039
Jefferies Financial Group
New York
$658K -$7.78K -276 -1%
FPWM
1040
FSB Premier Wealth Management
Iowa
$657K -$12.3K -435 -2%
RPGK
1041
Retirement Planning Group (Kansas)
Kansas
$654K -$170K -6,021 -21%
OSAM
1042
O'Shaughnessy Asset Management
Connecticut
$654K -$108K -11,268 -14%
QCM
1043
Quantinno Capital Management
New York
$654K +$304K +10,794 +87%
FRA
1044
Front Row Advisors
California
$653K +$3.8K +135 +0.6%
FA
1045
FSA Advisors
Michigan
$653K -$15.8K -564 -2%
FPGT
1046
Financial Partners Group (Tennessee)
Tennessee
$652K -$78.6K -2,790 -11%
FC
1047
Fulcrum Capital
Washington
$648K -$22K -780 -3%
ECM
1048
Evergreen Capital Management
Washington
$647K +$129K +4,578 +25%
APW
1049
Austin Private Wealth
Texas
$645K +$115K +4,065 +22%
KTM
1050
Keeler Thomas Management
Utah
$644K -$40.3K -1,431 -6%
40 41
42
43 44