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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 %
SWA
1426
Sax Wealth Advisors
New Jersey
$209K -$25.4K -900 -11%
WIC
1427
Woodmont Investment Counsel
Tennessee
$209K +$209K +7,410 New
MIA
1428
MeadowBrook Investment Advisors
Michigan
$209K – – –
WC
1429
Waterloo Capital
Texas
$208K +$208K +7,365 New
FFL
1430
Financial Freedom LLC
Ohio
$207K +$2.54K +90 +1%
TWC
1431
TD Waterhouse Canada
Ontario, Canada
$207K -$26.4K -939 -11%
MAM
1432
MMA Asset Management
Pennsylvania
$205K +$205K +7,278 New
AO
1433
Advisor OS
Illinois
$204K +$204K +7,254 New
RSWA
1434
Robinson Smith Wealth Advisors
Maine
$203K +$203K +7,191 New
CIS
1435
Continental Investors Services
Washington
$202K -$33.8K -1,200 -14%
BB
1436
Bell Bank
North Dakota
$202K +$202K +7,164 New
FA
1437
Faithward Advisors
Pennsylvania
$202K -$769K -27,312 -79%
NG
1438
Norden Group
Utah
$201K -$236K -8,376 -54%
EWA
1439
Etesian Wealth Advisors
Oregon
$201K +$201K +7,119 New
IWS
1440
Insight Wealth Strategies
California
$200K +$200K +7,110 New
AC
1441
Apella Capital
Connecticut
$200K -$23.4K -831 -10%
HWA
1442
HCR Wealth Advisors
California
$200K +$200K +7,098 New
TIM
1443
Tortoise Investment Management
New York
$200K – – –
CB
1444
CNB Bank
Pennsylvania
$197K -$67.5K -2,397 -26%
TIAAOA
1445
Teachers Insurance & Annuity Association of America
New York
$196K +$196K +6,972 New
PCA
1446
Providence Capital Advisors
North Carolina
$194K – – –
1IA
1447
1620 Investment Advisors
Massachusetts
$190K +$85 +3 +0%
JPWM
1448
Jamison Private Wealth Management
Georgia
$187K +$57.6K +2,046 +44%
HFS
1449
HBC Financial Services
Washington
$187K +$140K +15,810 +300%
ABWM
1450
Alpine Bank Wealth Management
Colorado
$187K +$187K +6,636 New
56 57
58
59 60