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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 %
LC
1076
LCNB Corp
Ohio
$598K +$42.3K +1,500 +8%
MBI
1077
May Barnhard Investments
Maryland
$597K +$341K +12,099 +133%
BFC
1078
Bedel Financial Consulting
Indiana
$593K +$163K +5,802 +38%
IAG
1079
Investmark Advisory Group
Connecticut
$593K -$7.27K -258 -1%
KWM
1080
KFG Wealth Management
Indiana
$591K +$52.2K +1,854 +10%
T
1081
Tidemark
California
$590K +$43.4K +1,539 +8%
TCM
1082
Traynor Capital Management
Pennsylvania
$589K +$69K +2,448 +13%
HIC
1083
Holderness Investments Company
North Carolina
$587K +$7.02K +249 +1%
VAS
1084
Valicenti Advisory Services
New York
$585K -$79.9K -2,835 -12%
PCA
1085
Prosperity Capital Advisors
Ohio
$578K -$20.9K -741 -3%
TPW
1086
Tiller Private Wealth
Pennsylvania
$578K – – –
SA
1087
Strategic Advisors
New York
$578K -$165K -5,853 -22%
SCA
1088
Sage Capital Advisors
South Dakota
$574K +$4.48K +159 +0.8%
FCMA
1089
Foresight Capital Management Advisors
Michigan
$574K +$574K +20,385 New
SA
1090
SpiderRock Advisors
Delaware
$573K – – –
PAMG
1091
Patton Albertson Miller Group
Tennessee
$572K -$53.8K -1,911 -9%
ORC
1092
O'Rourke & Company
Massachusetts
$570K +$30.9K +1,098 +6%
MC
1093
Moors & Cabot
Massachusetts
$569K -$4.82K -171 -0.8%
TC
1094
Trilogy Capital
California
$568K +$85 +3 +0%
WP
1095
WMS Partners
Maryland
$567K +$224K +7,944 +65%
FP
1096
Financial Perspectives
Minnesota
$567K +$144K +5,124 +34%
KFA
1097
Kelleher Financial Advisors
New York
$565K – – –
FA
1098
FC Advisory
Pennsylvania
$565K +$9.05K +321 +2%
EIP
1099
Ellis Investment Partners
Pennsylvania
$561K +$27.5K +975 +5%
MWM
1100
Mission Wealth Management
California
$558K -$2.62K -93 -0.5%
42 43
44
45 46