SCHD icon

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 %
HGA
1501
Hobbs Group Advisors
South Carolina
$68.4K +$68.4K +2,427 New
RAM
1502
Riggs Asset Management
Pennsylvania
$68.2K +$1.27K +45 +2%
GTAM
1503
Global Trust Asset Management
Florida
$64.4K – – –
MA
1504
MCF Advisors
Kentucky
$63.6K -$16.3K -579 -20%
VWWMG
1505
Vermillion & White Wealth Management Group
Pennsylvania
$63.2K – – –
OFG
1506
Oxford Financial Group
Indiana
$60.2K +$60.2K +2,136 New
GWSA
1507
Global Wealth Strategies & Associates
Colorado
$60K – – –
LC
1508
Lindbrook Capital
California
$58.4K – – –
EWM
1509
EPG Wealth Management
Georgia
$57.3K +$57.3K +2,034 New
HCP
1510
Hexagon Capital Partners
Arkansas
$56.5K +$254 +9 +0.5%
PFM
1511
Phillips Financial Management
Indiana
$55.8K +$33K +1,173 +145%
PG
1512
Proffitt & Goodson
Tennessee
$54.9K – – –
AA
1513
Addison Advisors
Vermont
$52.5K – – –
VDBMI
1514
Van Den Berg Management I
Texas
$51.5K – – –
FCMT
1515
Founders Capital Management (Texas)
Texas
$50.7K – – –
VWM
1516
Venturi Wealth Management
Texas
$50.3K +$254 +9 +0.5%
CYG
1517
Clean Yield Group
Vermont
$47.8K – – –
TWD
1518
True Wealth Design
Ohio
$44.5K +$254 +9 +0.6%
IWP
1519
IAG Wealth Partners
Wisconsin
$44.5K +$40.5K +1,437 +998%
QC
1520
Quent Capital
New York
$43.7K +$20.3K +720 +87%
FFA
1521
Fairfield Financial Advisors
Massachusetts
$43.4K +$846 +30 +2%
CP
1522
Castleview Partners
Texas
$43.1K +$3.89K +138 +10%
KHC
1523
Koesten Hirschmann & Crabtree
Kansas
$42.3K – – –
OA
1524
Operose Advisors
Wisconsin
$42.1K – – –
AW
1525
Avion Wealth
Texas
$41K +$496 +18 +1%
59 60
61
62 63