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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 %
AW
1351
Apricus Wealth
South Carolina
$264K +$264K +9,360 New
RCAG
1352
Rehmann Capital Advisory Group
Michigan
$263K +$4.06K +144 +2%
TFA
1353
Toth Financial Advisory
Virginia
$263K +$54.9K +1,947 +26%
MG
1354
Mather Group
Illinois
$262K -$123K -4,356 -32%
SIM
1355
Studio Investment Management
Illinois
$262K -$3.97K -141 -1%
SFS
1356
Solitude Financial Services
Virginia
$262K -$20.3K -720 -7%
VWM
1357
Vigilare Wealth Management
Arizona
$260K -$10.2K -363 -4%
RWM
1358
Rockwood Wealth Management
Pennsylvania
$260K +$4.73K +168 +2%
SIAG
1359
Safeguard Investment Advisory Group
California
$260K +$4.31K +153 +2%
Wolverine Trading
1360
Wolverine Trading
Illinois
$255K +$15.1K +537 +6%
GL
1361
Gerber LLC
Ohio
$255K -$66.1K -2,346 -21%
BAM
1362
Bosun Asset Management
Illinois
$254K -$76.1K -2,700 -23%
SP
1363
SIH Partners
Delaware
$254K +$254K +9,000 New
WAAG
1364
Wealth Alliance Advisory Group
Kansas
$251K +$254 +9 +0.1%
PWM
1365
Provident Wealth Management
Tennessee
$251K – – –
TCMP
1366
Thrive Capital Management (Pennsylvania)
Pennsylvania
$250K +$169 +6 +0.1%
CB
1367
Centennial Bank
Arkansas
$249K +$249K +8,841 New
LFA
1368
Laraway Financial Advisors
Minnesota
$249K +$249K +8,835 New
RGC
1369
Roberts, Glore & Co
Illinois
$249K – – –
LWM
1370
Laidlaw Wealth Management
New York
$247K +$20.7K +735 +9%
KFGK
1371
Keystone Financial Group (Kentucky)
Kentucky
$246K +$246K +8,742 New
TCOV
1372
Trust Company of Vermont
Vermont
$245K +$9.38K +333 +4%
BOC
1373
Bull Oak Capital
California
$243K +$243K +8,628 New
CF
1374
Convergence Financial
Missouri
$242K +$242K +8,583 New
SM
1375
Sensible Money
Arizona
$241K – – –
53 54
55
56 57