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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 %
DAM
1301
Delta Asset Management
Tennessee
$296K -$85 -3 -0%
HAM
1302
Harmony Asset Management
Arizona
$295K +$9.98K +354 +3%
TC
1303
Tenret Company
Florida
$294K -$1.1K -39 -0.4%
JHCP
1304
Jackson Hole Capital Partners
Oklahoma
$292K – – –
ERIC
1305
Eagle Rock Investment Company
Georgia
$290K +$27.7K +984 +11%
OCM
1306
Objective Capital Management
Ohio
$290K +$290K +10,281 New
FAIM
1307
Financial Advocates Investment Management
Washington
$289K +$26.9K +1,002 +10%
HAC
1308
Harbor Advisory Corp
New Hampshire
$288K – – –
FWP
1309
Firethorn Wealth Partners
Georgia
$287K +$287K +10,191 New
DWM
1310
Drive Wealth Management
Utah
$286K +$286K +10,164 New
HIA
1311
Harbor Investment Advisory
Maryland
$286K +$77.3K +2,745 +37%
NEWAS
1312
N.E.W. Advisory Services
Wisconsin
$286K +$286K +10,149 New
AIM
1313
Acropolis Investment Management
Missouri
$285K – – –
WFA
1314
West Financial Advisors
Iowa
$283K – – –
CFG
1315
Copley Financial Group
California
$283K +$283K +10,059 New
GWMR
1316
GC Wealth Management RIA
Massachusetts
$283K – – –
FMWA
1317
Forvis Mazars Wealth Advisors
Missouri
$283K +$32K +1,134 +13%
SNBOSCI
1318
Security National Bank of Sioux City Iowa
Iowa
$282K – – –
MCWA
1319
Meadow Creek Wealth Advisors
Georgia
$282K – – –
TWA
1320
TCI Wealth Advisors
Arizona
$282K +$282K +10,002 New
BFA
1321
Beacon Financial Advisory
Ohio
$282K +$282K +9,993 New
WA
1322
Waterford Advisors
New York
$281K – – –
SIC
1323
Samalin Investment Counsel
New York
$279K +$13.7K +486 +5%
DW30
1324
Drucker Wealth 3.0
New Jersey
$279K -$15.8K -561 -5%
GWP
1325
Gateway Wealth Partners
Wisconsin
$278K +$278K +9,882 New
51 52
53
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