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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 %
FAM
1601
Flaharty Asset Management
Florida
$2.11K +$2.11K +75 New
CJH
1602
Christopher J. Hasenberg
Wisconsin
$1.94K – – –
BMC
1603
Bear Mountain Capital
Washington
$1.71K -$10.4K -1,095 -86%
MWM
1604
Mascoma Wealth Management
New Hampshire
$1.69K +$1.69K +60 New
GCM
1605
Gables Capital Management
Florida
$1.63K +$1.63K +174 New
SHF
1606
Safe Harbor Fiduciary
Florida
$1.61K +$1.61K +57 New
NRG
1607
Nemes Rush Group
Michigan
$1.29K +$1.29K +48 New
UIA
1608
Ulland Investment Advisors
Minnesota
$1K -$98.3K -3,540 -99%
TFA
1609
Transamerica Financial Advisors
Florida
$1K -$25.8K -774 -96%
POIA
1610
Pin Oak Investment Advisors
Texas
$1K +$1K +45 New
HWM
1611
Hemington Wealth Management
Virginia
$1K +$1K +162 New
FG
1612
Fairman Group
Pennsylvania
$593 – – –
HFS
1613
Horizon Financial Services
North Carolina
$462 – – –
NC
1614
NewSquare Capital
Pennsylvania
$423 -$13.4K -474 -97%
CMP
1615
Coston McIsaac & Partners
Maine
$251 +$76 +2,691 +43%
MFS
1616
Mattson Financial Services
Michigan
$156 – – –
Charles Schwab
1617
Charles Schwab
California
– -$791M -30,518,166 Closed
FSA
1618
Financial Sense Advisors
California
– -$7.07M -272,841 Closed
OCG
1619
Opus Capital Group
Ohio
– -$6.03M -232,653 Closed
SW
1620
SVB Wealth
Massachusetts
– -$5.82M -224,631 Closed
LWM
1621
Liberty Wealth Management
California
– -$68K -157,785 Closed
GSEP
1622
Golden State Equity Partners
California
– -$2.85M -110,097 Closed
CNC
1623
Citizens & Northern Corp
Pennsylvania
– -$2.66M -102,525 Closed
PWA
1624
Pillar Wealth Advisors
Pennsylvania
– -$2.6M -100,290 Closed
OIM
1625
Opus Investment Management
Massachusetts
– -$2.28M -87,864 Closed
63 64
65
66 67