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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 %
CC
1326
Callan Capital
California
$278K -$273K -9,678 -49%
FFA
1327
Fi3 Financial Advisors
Indiana
$278K +$278K +9,873 New
RWRC
1328
R.W. Roge & Company
New York
$277K +$19K +675 +7%
UF
1329
Univest Financial
Pennsylvania
$277K +$277K +9,822 New
SFP
1330
Strategic Financial Partners
Oregon
$276K +$5.33K +189 +2%
C
1331
Certuity
Florida
$276K -$581K -20,637 -68%
GI
1332
GAMMA Investing
California
$275K +$99.6K +3,534 +57%
GC
1333
GFG Capital
Florida
$275K – – –
RBCM
1334
Raub Brock Capital Management
California
$274K +$5.24K +186 +2%
CP
1335
Creekside Partners
California
$274K +$1.94K +69 +0.7%
PAA
1336
Peregrine Asset Advisers
Oregon
$274K – – –
MCM
1337
Mainstream Capital Management
California
$273K +$273K +9,693 New
SAG
1338
SageView Advisory Group
California
$272K -$7.19K -255 -3%
FC
1339
Forte Capital
New York
$272K -$301K -10,701 -53%
MSG
1340
Main Street Group
Virginia
$271K +$2.28K +81 +0.8%
WWM
1341
Wolff Wiese Magana
California
$270K +$18.6K +660 +7%
IF
1342
Ironwood Financial
Arizona
$270K +$270K +9,570 New
FSWA
1343
Financial Synergies Wealth Advisors
Texas
$270K +$4.65K +165 +2%
TWM
1344
TCFG Wealth Management
California
$269K +$269K +9,543 New
OC
1345
Oakworth Capital
Alabama
$268K -$6K -213 -2%
WAS
1346
WESPAC Advisors SoCal
California
$268K – – –
PCFFS
1347
Pacific Center for Financial Services
California
$267K +$5.07K +180 +2%
KA
1348
Klingman & Associates
New York
$267K – – –
AP
1349
Adero Partners
California
$264K +$264K +9,381 New
MIM
1350
Marco Investment Management
Georgia
$264K +$264K +9,366 New
52 53
54
55 56