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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 %
GF
1401
Gimbal Financial
Indiana
$223K +$149K +15,750 +200%
SFG
1402
Synergy Financial Group
California
$223K -$2.11K -75 -0.9%
PFM
1403
Peak Financial Management
Massachusetts
$223K – – –
OWA
1404
Outlook Wealth Advisors
Texas
$222K -$46.1K -1,635 -17%
BWP
1405
BSW Wealth Partners
Colorado
$220K -$2.2K -78 -1%
AFG
1406
Arkansas Financial Group
Arkansas
$220K +$169 +6 +0.1%
RFP
1407
Root Financial Partners
California
$219K -$15.9K -564 -7%
MCP
1408
Martin Capital Partners
Oregon
$219K – – –
BWFA
1409
Baltimore-Washington Financial Advisors
Maryland
$219K +$930 +33 +0.4%
Kayne Anderson Rudnick Investment Management
1410
Kayne Anderson Rudnick Investment Management
California
$219K – – –
CAM
1411
Covenant Asset Management
New Jersey
$218K – – –
CFS
1412
Commonwealth Financial Services
West Virginia
$218K +$218K +7,743 New
WG
1413
Welch Group
Alabama
$218K +$218K +7,725 New
BAM
1414
BOS Asset Management
Illinois
$217K +$217K +7,716 New
BLC
1415
Brown, Lisle/Cummings
Rhode Island
$215K +$31.7K +1,125 +17%
PHAM
1416
Palisades Hudson Asset Management
Florida
$214K +$214K +7,599 New
WA
1417
WESPAC Advisors
California
$213K +$213K +7,569 New
EWM
1418
Evercore Wealth Management
New York
$212K -$85.8K -3,045 -29%
SC
1419
Sepio Capital
Utah
$212K +$212K +7,533 New
WWM
1420
Wagner Wealth Management
South Carolina
$212K -$13.9K -495 -6%
HWMO
1421
Heritage Wealth Management (Ohio)
Ohio
$212K -$45.6K -1,620 -18%
AWM
1422
Aberdeen Wealth Management
Illinois
$211K – – –
LCM
1423
Lazari Capital Management
California
$211K +$211K +7,500 New
PAM
1424
Peak Asset Management
Colorado
$211K +$211K +7,500 New
DIA
1425
Dana Investment Advisors
Wisconsin
$210K +$210K +7,467 New
55 56
57
58 59