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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 %
PAS
151
Park Avenue Securities
New York
$23.7M -$283K -10,050 -1%
SFP
152
Sweet Financial Partners
Minnesota
$23.6M -$727K -25,785 -3%
CFP
153
Curran Financial Partners
South Carolina
$23.6M +$1.25M +44,538 +6%
DWM
154
Dakota Wealth Management
Florida
$23.5M -$1.11M -39,486 -5%
CA
155
Capital Advantage
California
$23.2M +$685K +24,309 +3%
TPCW
156
TD Private Client Wealth
New York
$22.6M +$497K +17,646 +2%
HCM
157
Hengehold Capital Management
Ohio
$22.6M +$4.9K +174 +0%
MNA
158
Manning & Napier Advisors
New York
$22.2M +$659K +23,373 +3%
NDSI
159
Newman Dignan & Sheerar Inc
Rhode Island
$22.2M +$15.1M +1,598,517 +212%
SI
160
Stephens Inc
Arkansas
$22.2M +$3.11M +110,439 +16%
FC
161
Financial Consulate
Maryland
$22M +$215K +7,632 +1%
FCAS
162
First Command Advisory Services
Texas
$22M +$2.85M +100,983 +15%
IWC
163
Integrated Wealth Concepts
Massachusetts
$21.9M -$7.22M -256,164 -25%
GVAG
164
Great Valley Advisor Group
Delaware
$21.9M +$2.51M +89,088 +13%
FT
165
Fiduciary Trust
Massachusetts
$21.6M -$8.27M -293,376 -28%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$21.4M +$12.5M +444,318 +139%
HF
167
Halpern Financial
Virginia
$21.4M +$744K +26,409 +4%
TWM
168
Tradition Wealth Management
Minnesota
$21.3M +$262K +9,300 +1%
AFP
169
Ausdal Financial Partners
Iowa
$21.3M -$3.32M -117,987 -14%
KMWM
170
Keudell/Morrison Wealth Management
Oregon
$21.1M +$2.82M +100,197 +15%
MAG
171
Members Advisory Group
New York
$21M -$2M -71,007 -9%
OIA
172
OneDigital Investment Advisors
Kansas
$20.8M -$408K -14,490 -2%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$20.7M +$185K +6,573 +0.9%
PSIWM
174
Paradigm Strategies in Wealth Management
Minnesota
$20.6M +$125K +4,419 +0.6%
EWA
175
Exencial Wealth Advisors
Oklahoma
$20.6M +$727K +25,803 +4%
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