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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 %
TRCT
1276
Tower Research Capital (TRC)
New York
$327K +$327K +11,595 New
SPW
1277
Sonoma Private Wealth
California
$326K +$42.3K +1,500 +15%
TFM
1278
Trademark Financial Management
Minnesota
$326K -$33.7K -1,197 -9%
CI
1279
CPR Investments
Michigan
$321K +$321K +11,379 New
CAM
1280
Concorde Asset Management
Michigan
$320K +$320K +11,340 New
FWM
1281
Fonville Wealth Management
Virginia
$319K -$15.7K -558 -5%
AFAS
1282
Acorn Financial Advisory Services
Virginia
$318K +$2.28K +81 +0.7%
LCM
1283
Leisure Capital Management
California
$317K +$4.65K +165 +1%
SFO
1284
Stokes Family Office
Louisiana
$317K +$845 +30 +0.3%
GT
1285
Glenview Trust
Kentucky
$314K +$314K +11,136 New
FM
1286
Foster & Motley
Ohio
$311K -$72.9K -2,592 -19%
LAM
1287
LifePro Asset Management
California
$310K +$310K +11,004 New
LSIA
1288
LaSalle St. Investment Advisors
Illinois
$310K +$40K +1,425 +15%
MSCM
1289
McElhenny Sheffield Capital Management
Texas
$305K -$10.6K -375 -3%
NWM
1290
Northcape Wealth Management
New York
$304K – – –
HA
1291
HFG Advisors
Ohio
$303K – – –
FA
1292
Flagstar Advisors
New York
$303K -$1.01K -36 -0.3%
TH
1293
Team Hewins
California
$303K – – –
CAL
1294
Capital Advisors Ltd
Ohio
$302K – – –
CGA
1295
Crescent Grove Advisors
Illinois
$302K +$1.61K +57 +0.5%
TWM
1296
Tanglewood Wealth Management
Texas
$301K – – –
CPA
1297
Cardiff Park Advisors
California
$297K +$196K +6,960 +194%
MFC
1298
Morris Financial Concepts
South Carolina
$297K – – –
FFG
1299
Frisch Financial Group
New York
$297K +$297K +10,551 New
BHWM
1300
Bar Harbor Wealth Management
New Hampshire
$296K -$42.3K -1,500 -13%
50 51
52
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