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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 %
BSTWA
1101
Blake Schutter Theil Wealth Advisors
Ohio
$558K +$558K +19,791 New
PWM
1102
Prosperity Wealth Management
California
$557K +$8.71K +309 +2%
PVI
1103
Pine Valley Investments
New Jersey
$555K -$21.8K -774 -4%
MCP
1104
Mirador Capital Partners
California
$553K -$15.9K -564 -3%
HA
1105
Herold Advisors
New York
$553K +$67.9K +2,409 +14%
TP
1106
Tranquility Partners
Tennessee
$553K +$761 +27 +0.1%
RRA
1107
Round Rock Advisors
Connecticut
$553K +$2.96K +105 +0.5%
MA
1108
Mezzasalma Advisors
New Jersey
$549K +$5.83K +207 +1%
PS
1109
Planned Solutions
California
$549K +$129K +4,581 +31%
CCP
1110
Clarkston Capital Partners
Michigan
$545K +$2.28K +81 +0.4%
DLCIG
1111
D.L. Carlson Investment Group
New Hampshire
$544K +$215K +7,626 +65%
S
1112
SignatureFD
Georgia
$540K -$2.54K -90 -0.5%
WT
1113
Whittier Trust
California
$540K +$5.07K +180 +0.9%
OFS
1114
OMC Financial Services
New York
$531K -$1.94K -75 -0.4%
MWA
1115
Midland Wealth Advisors
Illinois
$531K -$115K -4,074 -18%
ACA
1116
American Capital Advisory
Idaho
$530K – – –
PP
1117
PDS Planning
Ohio
$530K -$3.21K -114 -0.6%
GGI
1118
Godsey & Gibb Inc
Virginia
$527K -$20.7K -735 -4%
SHA
1119
Seneca House Advisors
Virginia
$526K +$6.51K +231 +1%
PIA
1120
Pinion Investment Advisors
Kansas
$525K – – –
FCA
1121
FinTrust Capital Advisors
South Carolina
$525K +$3.04K +108 +0.6%
STA
1122
Summit Trail Advisors
New York
$523K +$265K +9,420 +103%
Russell Investments Group
1123
Russell Investments Group
United Kingdom
$522K +$250K +8,859 +92%
CC
1124
Commons Capital
Massachusetts
$521K +$1.27K +45 +0.2%
LWA
1125
Lantern Wealth Advisors
New York
$520K +$48.4K +1,719 +10%
43 44
45
46 47