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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
+$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 %
RA
176
RFG Advisory
Alabama
$20.5M +$3.55M +125,886 +21%
CG
177
Clifford Group
Massachusetts
$20.4M -$69.2K -2,457 -0.3%
WMWM
178
Whitaker-Myers Wealth Managers
Ohio
$20.3M +$872K +30,939 +4%
AF
179
Advisornet Financial
Minnesota
$20.3M +$2.29M +81,138 +13%
CAC
180
Certified Advisory Corp
Florida
$20.3M +$8.37K +297 +0%
RIA
181
Regal Investment Advisors
Michigan
$20.1M +$194K +6,891 +1%
WIC
182
Whitegate Investment Counselors
New Hampshire
$20M -$684K -24,264 -3%
PA
183
PFG Advisors
Arizona
$19.8M -$197K -6,978 -1%
LWL
184
Leo Wealth LLC
Texas
$19.7M +$2.88M +102,039 +17%
TFG
185
Tull Financial Group
Virginia
$19.6M +$19.6M +697,008 New
SMWM
186
Silvia McColl Wealth Management
California
$19.6M +$1.98M +70,218 +11%
TCM
187
Towneley Capital Management
California
$19.6M +$122K +4,332 +0.6%
GWM
188
Global Wealth Management
New Jersey
$19.5M +$19.5M +692,691 New
JF
189
Joule Financial
Kentucky
$19.5M +$3.56M +126,438 +22%
IA
190
IFP Advisors
Florida
$19.3M +$3.44M +122,196 +22%
RW
191
RVW Wealth
California
$19.2M +$407K +14,457 +2%
SIM
192
Stratos Investment Management
Ohio
$19.1M +$937K +33,243 +5%
WFPG
193
Waller Financial Planning Group
Ohio
$19M +$247K +8,754 +1%
AWM
194
Axxcess Wealth Management
California
$18.8M +$62.8K +2,229 +0.3%
PA
195
Parallel Advisors
California
$18.7M -$27.1K -960 -0.1%
SF
196
Schaeffer Financial
Maryland
$18.5M +$467K +16,581 +3%
LWM
197
LongView Wealth Management
Georgia
$18.5M +$1.18M +41,877 +7%
KPWS
198
Kestra Private Wealth Services
Texas
$17.7M +$1.38M +48,882 +8%
SEP
199
Southland Equity Partners
Missouri
$17.6M +$5.12M +181,599 +41%
HAIM
200
Hunter Associates Investment Management
Pennsylvania
$17.5M +$1.42M +50,244 +9%
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