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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,613 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, 806 increasing their positions, 489 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
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
806
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M

Top Buyers

1
JSTA
1
Japan Science & Technology Agency
Japan
$219M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$92M
3
AIA
3
Allied Investment Advisors
Montana
$40.4M
4
LPL Financial
4
LPL Financial
California
$975M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$27.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.71M
2
Charles Schwab
2
Charles Schwab
California
$0
3
SFC
3
Strategic Financial Concepts
Texas
$3.2M
4
APP
4
Avantax Planning Partners
Iowa
$263M
5
Ameriprise
5
Ameriprise
Minnesota
$487M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$34.3M +$504K +17,889 +1%
AssetMark Inc
102
AssetMark Inc
California
$34.2M -$1.2M -42,675 -3%
AF
103
Apexium Financial
Texas
$33.7M +$5.63M +199,872 +20%
NRI
104
NFP Retirement Inc
California
$33.6M +$1.85M +65,790 +6%
William Blair & Company
105
William Blair & Company
Illinois
$33.3M +$2.95M +104,796 +10%
VDI
106
Vaughan David Investments
Illinois
$33M +$352K +12,501 +1%
KBFS
107
Kohmann Bosshard Financial Services
Ohio
$32.9M -$949K -33,693 -3%
WFS
108
Walker Financial Services
Kentucky
$32.7M +$2.77M +98,175 +9%
NFW
109
Noble Family Wealth
Florida
$32.2M +$1.73M +61,503 +6%
NQWM
110
Northwest Quadrant Wealth Management
Oregon
$32.1M +$943K +33,477 +3%
MFG
111
Merit Financial Group
Georgia
$32M -$6.29M -223,200 -16%
OWM
112
Olympus Wealth Management
Utah
$31.5M -$4.84M -171,690 -13%
LPAM
113
Lodestar Private Asset Management
California
$31.3M +$876K +31,086 +3%
RW
114
Regimen Wealth
Georgia
$31.1M +$553K +19,641 +2%
PD
115
Planning Directions
Pennsylvania
$31.1M +$1.63M +57,885 +6%
HI
116
Hudock Inc
Pennsylvania
$30.5M +$138K +4,896 +0.5%
AFA
117
American Financial Advisors
Georgia
$30.3M -$362K -12,831 -1%
NFG
118
Nadler Financial Group
Illinois
$30.1M -$415K -14,715 -1%
ACA
119
Aspire Capital Advisors
Washington
$29.4M +$1.63M +58,014 +6%
CFS
120
CRA Financial Services
New Jersey
$29.3M +$1.07M +37,857 +4%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$29.1M +$11M +392,310 +61%
PCG
122
Prosperity Consulting Group
Maryland
$29.1M +$12.4M +440,724 +75%
SWP
123
Stratos Wealth Partners
Ohio
$28.9M +$10.7M +380,757 +59%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$28.8M +$672K +23,832 +2%
FWM
125
ForthRight Wealth Management
Georgia
$28.3M +$2.4M +85,068 +9%
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5
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