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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,613 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, 806 increasing their positions, 489 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+72
Holders Change %
+4.67%
% of All Funds
23.33%
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
806
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
$219M
2
Two Sigma Investments
Two Sigma Investments
New York
$92M
3
AIA
Allied Investment Advisors
Montana
$40.4M
4
LPL Financial
LPL Financial
California
$975M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$27.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$5.71M
2
Charles Schwab
Charles Schwab
California
$0
3
SFC
Strategic Financial Concepts
Texas
$3.2M
4
APP
Avantax Planning Partners
Iowa
$263M
5
Ameriprise
Ameriprise
Minnesota
$487M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$28.3M -$586K -20,787 -2%
IAN
127
Integrated Advisors Network
Texas
$28.3M -$1.49M -52,968 -5%
PWMAG
128
Pinnacle Wealth Management Advisory Group
New Jersey
$28M +$1.2M +42,672 +4%
SA
129
SRH Advisors
Kansas
$27.7M -$11.4K -405 -0%
Two Sigma Advisers
130
Two Sigma Advisers
New York
$27.3M +$27.3M +969,900 New
WAM
131
WFA Asset Management
Wisconsin
$27.1M -$3.51M -124,710 -11%
VFP
132
Verus Financial Partners
Virginia
$27.1M +$548K +19,473 +2%
SA
133
Sanctuary Advisors
Indiana
$26.8M +$18.1M +1,851,924 +209%
IPW
134
Intergy Private Wealth
Colorado
$26.1M +$442K +15,672 +2%
AAS
135
Asset Allocation Strategies
Michigan
$26M -$3.71M -131,496 -12%
MAM
136
McCarthy Asset Management
California
$25.8M +$389K +13,815 +2%
WMR
137
Wealth Management Resources
Rhode Island
$25.5M +$1.33M +47,856 +5%
TW
138
TrinityPoint Wealth
Connecticut
$25.5M +$1.6M +56,823 +7%
CWC
139
Carolinas Wealth Consulting
North Carolina
$25.5M +$136K +4,827 +0.5%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$25.2M +$2.16M +76,836 +9%
SPC
141
Sigma Planning Corp
Michigan
$25.1M +$368K +13,071 +1%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$25M +$17M +1,801,545 +210%
CAM
143
Creekmur Asset Management
Illinois
$24.7M +$815K +28,911 +3%
DWAM
144
Duncan Williams Asset Management
Tennessee
$24.5M +$835K +29,637 +4%
SFA
145
Souders Financial Advisors
Ohio
$24.2M -$2.26M -80,151 -9%
CRC
146
Curi RMB Capital
Illinois
$24.1M -$847K -30,048 -3%
JFA
147
JNBA Financial Advisors
Minnesota
$24M -$8.66M -307,392 -27%
ECML
148
Eagle Capital Management (Louisiana)
Louisiana
$23.9M +$218K +7,725 +0.9%
PCM
149
Presidio Capital Management
California
$23.9M +$2.22M +78,918 +10%
FI
150
Financial Insights
Washington
$23.8M -$42.4K -1,503 -0.2%
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