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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 %
FTUS
1626
Flow Traders U.S.
New York
– -$1.65M -63,519 Closed
D.E. Shaw & Co
1627
D.E. Shaw & Co
New York
– -$1.46M -56,397 Closed
IAIM
1628
International Assets Investment Management
Florida
– -$1.16M -44,568 Closed
IMC Chicago
1629
IMC Chicago
Illinois
– -$956K -36,867 Closed
FFA
1630
Fortune Financial Advisors
Kansas
– -$952K -36,738 Closed
GBWM
1631
Granite Bay Wealth Management
New Hampshire
– -$931K -35,919 Closed
CA
1632
CSM Advisors
Pennsylvania
– -$730K -28,146 Closed
NRA
1633
NSI Retail Advisors
Pennsylvania
– -$730K -28,146 Closed
EP
1634
Edgestream Partners
New Jersey
– -$708K -27,330 Closed
ABC
1635
Associated Banc-Corp
Wisconsin
– -$645K -24,882 Closed
RIA
1636
Realta Investment Advisors
Delaware
– -$593K -22,887 Closed
HOWA
1637
Heritage Oak Wealth Advisors
Florida
– -$562K -21,663 Closed
BWIA
1638
Bryant Woods Investment Advisors
New York
– -$511K -21,660 Closed
FCA
1639
Fortis Capital Advisors
Kansas
– -$554K -21,366 Closed
MWM
1640
Maripau Wealth Management
Indiana
– -$462K -17,652 Closed
GIM
1641
Guild Investment Management
California
– -$462K -17,640 Closed
BWM
1642
Birchcreek Wealth Management
Ohio
– -$426K -16,416 Closed
TI
1643
Tidal Investments
Wisconsin
– -$419K -16,182 Closed
WF
1644
WoodTrust Financial
Wisconsin
– -$360K -13,884 Closed
SL
1645
Stevard LLC
Illinois
– -$305K -11,763 Closed
DS
1646
DRW Securities
Illinois
– -$263K -10,143 Closed
QWM
1647
Quadcap Wealth Management
Texas
– -$236K -9,981 Closed
QPWM
1648
Quadrant Private Wealth Management
Pennsylvania
– -$236K -9,003 Closed
MAC
1649
Mason & Associates (California)
California
– -$231K -8,895 Closed
GL
1650
Graypoint LLC
New York
– -$230K -8,874 Closed
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