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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 %
WWP
1476
WR Wealth Planners
Missouri
$114K +$110K +3,894 +2,596%
PWMG
1477
Prestige Wealth Management Group
New Jersey
$105K – – –
VAMG
1478
Voisard Asset Management Group
Michigan
$101K – – –
BA
1479
Ballast Advisors
Minnesota
$100K – – –
BL
1480
Balentine LLC
Georgia
$97K – – –
AT
1481
Avalon Trust
New Mexico
$96.4K – – –
RTL
1482
Red Tortoise LLC
Georgia
$91.4K +$1.1K +39 +1%
OAJ
1483
Ogorek Anthony Joseph
New York
$90K +$90K +3,198 New
AIC
1484
Archer Investment Corporation
Indiana
$89.1K +$28K +993 +46%
GJWM
1485
Gilliland Jeter Wealth Management
Arkansas
$87.8K – – –
QCG
1486
Quadrant Capital Group
Ohio
$85.8K – – –
GEA
1487
Glen Eagle Advisors
New Jersey
$85.4K +$16.9K +600 +25%
HFS
1488
Hantz Financial Services
Michigan
$85K -$102K -3,612 -55%
HDIM
1489
Hanson & Doremus Investment Management
Vermont
$85K -$16.7K -594 -16%
TF
1490
Tompkins Financial
New York
$81K – – –
CFFP
1491
Center for Financial Planning
Michigan
$79K -$16.5K -585 -17%
LI
1492
LRI Investments
Florida
$78.8K +$58.2K +6,042 +282%
ITIM
1493
Indiana Trust & Investment Management
Indiana
$78.5K – – –
SIC
1494
SJS Investment Consulting
Ohio
$78.2K – – –
Allspring Global Investments
1495
Allspring Global Investments
North Carolina
$77K – – –
Qube Research & Technologies (QRT)
1496
Qube Research & Technologies (QRT)
United Kingdom
$76.1K +$76.1K +2,700 New
TAM
1497
Tucker Asset Management
Colorado
$75.4K – – –
FDCDDQ
1498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74K – – –
FCM
1499
Fourpath Capital Management
Oklahoma
$73.1K +$73.1K +2,595 New
BNP Paribas Financial Markets
1500
BNP Paribas Financial Markets
France
$71.7K -$38.2K -1,356 -35%
58 59
60
61 62