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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 %
IWM
1126
Iams Wealth Management
Nebraska
$516K +$516K +18,303 New
DWG
1127
Darden Wealth Group
Michigan
$515K +$25.4K +900 +5%
SWA
1128
Sightline Wealth Advisors
Connecticut
$512K +$194K +6,879 +61%
HCM
1129
Howland Capital Management
Massachusetts
$508K -$136K -4,827 -21%
RFC
1130
Regions Financial Corp
Alabama
$506K +$28.8K +1,023 +6%
HTC
1131
Haverford Trust Company
Pennsylvania
$504K – – –
WJWM
1132
Williams Jones Wealth Management
New York
$504K +$504K +17,880 New
ME
1133
McIlrath & Eck
Washington
$502K +$143K +5,085 +40%
CAWM
1134
Capital Advisors Wealth Management
Washington
$497K +$98.6K +3,498 +25%
HP
1135
Holistic Planning
Texas
$496K -$339K -12,018 -41%
PFA
1136
Pure Financial Advisors
California
$492K +$255K +9,036 +107%
CAM
1137
Carret Asset Management
New York
$490K +$27.8K +987 +6%
VV
1138
Verity & Verity
South Carolina
$489K +$1.44K +51 +0.3%
CSI
1139
Cross Staff Investments
New York
$488K – – –
GF
1140
GGM Financials
Ohio
$488K +$4.4K +156 +0.9%
PCS
1141
Private Client Services
Kentucky
$487K +$22.5K +798 +5%
HWAM
1142
Hennion & Walsh Asset Management
New Jersey
$486K -$240K -8,514 -33%
IPWA
1143
International Private Wealth Advisors
California
$486K -$18.9K -672 -4%
CA
1144
Centerpoint Advisors
Massachusetts
$486K – – –
PA
1145
Procyon Advisors
Connecticut
$486K +$37.4K +1,326 +8%
M1FG
1146
Mach-1 Financial Group
Arkansas
$484K +$18.1K +642 +4%
MWA
1147
Meridian Wealth Advisors
Texas
$484K – – –
VHAM
1148
Van Hulzen Asset Management
California
$483K -$97.4K -3,459 -17%
MHR
1149
Matthew Hamilton Rosenberg
$483K +$84.8K +3,009 +21%
SCTC
1150
Sanibel Captiva Trust Company
Florida
$480K – – –
44 45
46
47 48