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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 %
Federated Hermes
1051
Federated Hermes
Pennsylvania
$644K +$644K +22,845 New
FSC
1052
Full Sail Capital
Oklahoma
$643K -$16.1K -573 -2%
FWA
1053
FSM Wealth Advisors
Ohio
$643K – – –
SL
1054
Salomon & Ludwin
Virginia
$643K – – –
SIC
1055
Sigma Investment Counselors
Michigan
$642K -$3.72K -132 -0.6%
Natixis Advisors
1056
Natixis Advisors
Massachusetts
$638K +$153K +16,296 +32%
SAM
1057
SP Asset Management
California
$637K +$12.3K +435 +2%
GAM
1058
Gemmer Asset Management
California
$634K +$12.1K +429 +2%
4WM
1059
49 Wealth Management
Texas
$633K -$4.48K -159 -0.7%
VPIM
1060
Vanguard Personalized Indexing Management
California
$632K +$74.5K +2,643 +13%
CCA
1061
Cobblestone Capital Advisors
New York
$627K +$52.2K +1,854 +9%
MCCP
1062
Mission Creek Capital Partners
California
$622K -$423 -15 -0.1%
SIMC
1063
Squire Investment Management Company
Utah
$621K +$102K +3,612 +20%
CFP
1064
Cascade Financial Partners
California
$620K +$331K +35,073 +115%
WCM
1065
Weik Capital Management
Pennsylvania
$619K -$147K -5,205 -19%
C
1066
CEDRUS
Colorado
$617K +$617K +21,894 New
BWA
1067
Bordeaux Wealth Advisors
California
$615K +$12.3K +438 +2%
MFG
1068
Magnus Financial Group
New York
$615K +$123K +4,362 +25%
AA
1069
AlphaQ Advisors
Florida
$614K +$6.09K +216 +1%
AWA
1070
Arete Wealth Advisors
Illinois
$610K -$275K -9,777 -31%
PGF
1071
Plan Group Financial
Oklahoma
$610K +$120K +4,248 +24%
SIMG
1072
Sonora Investment Management Group
Arizona
$607K -$8.2K -291 -1%
BAAM
1073
Baker Avenue Asset Management
California
$604K -$186K -6,588 -24%
RWP
1074
Ridgecrest Wealth Partners
California
$602K +$25.8K +915 +4%
ZIM
1075
Zacks Investment Management
Illinois
$599K +$90.6K +3,216 +18%
41 42
43
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