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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 %
VCM
1651
Virtue Capital Management
Tennessee
– -$238K -8,868 Closed
Legacy Financial Group (Iowa)
1652
Legacy Financial Group (Iowa)
Iowa
– -$228K -8,808 Closed
WG
1653
Wealth Group
North Carolina
– -$226K -8,700 Closed
BWG
1654
Berry Wealth Group
Texas
– -$214K -8,253 Closed
BP
1655
BBR Partners
New York
– -$209K -8,049 Closed
KDA
1656
Kraft Davis & Associates
Missouri
– -$214K -7,797 Closed
KP
1657
Keel Point
Alabama
– -$203K -7,569 Closed
RWMG
1658
Redwood Wealth Management Group
New Jersey
– -$165K -6,360 Closed
BAM
1659
Byrne Asset Management
New Jersey
– -$141K -5,481 Closed
NFSG
1660
Newbridge Financial Services Group
Florida
– -$117K -4,518 Closed
ATPW
1661
Ashton Thomas Private Wealth
Arizona
– -$72.5K -2,796 Closed
LIA
1662
Lynx Investment Advisory
District of Columbia
– -$62.5K -2,409 Closed
GLR
1663
Great Lakes Retirement
Ohio
– -$62.1K -2,373 Closed
WIA
1664
Wetzel Investment Advisors
Indiana
– -$59.1K -2,199 Closed
JFG
1665
JDM Financial Group
Texas
– -$48.5K -1,869 Closed
KC
1666
Knuff & Co
California
– -$10.7K -411 Closed
RFG
1667
RFP Financial Group
Georgia
– -$7.78K -300 Closed
KFS
1668
Kelly Financial Services
Massachusetts
– -$7.57K -291 Closed
VAG
1669
VisionPoint Advisory Group
Texas
– -$5.29K -204 Closed
FCG
1670
Financial Connections Group
California
– -$2K -93 Closed
CCM
1671
Chilton Capital Management
Texas
– -$2.33K -90 Closed
FNWA
1672
Financial Network Wealth Advisors
Utah
– -$2.02K -78 Closed
OWA
1673
Opal Wealth Advisors
New York
– -$1.94K -75 Closed
SVCP
1674
Silicon Valley Capital Partners
California
– -$1.96K -75 Closed
TFF
1675
The Family Firm
Maryland
– -$470 -18 Closed
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