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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 %
GRP
201
Global Retirement Partners
California
$17.5M -$132K -4,695 -0.8%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$17.4M -$2.51M -89,205 -13%
PAG
203
Powers Advisory Group
Illinois
$17.4M +$1.03M +36,633 +6%
ACA
204
Aptus Capital Advisors
Alabama
$17.4M +$10.8M +1,149,501 +164%
FPIS
205
Financial Planning & Information Services
Wisconsin
$17.2M +$3.76M +133,347 +28%
NFG
206
Nations Financial Group
Iowa
$17.1M -$1.12M -39,708 -6%
IWM
207
IHT Wealth Management
Illinois
$17.1M +$3.53M +125,445 +26%
PRI
208
Prepared Retirement Institute
Pennsylvania
$17M +$365K +12,957 +2%
GLLW
209
Graves Light Lenhart Wealth
Virginia
$17M -$2.54M -90,210 -13%
MOS
210
MGO One Seven
Ohio
$16.9M -$781K -27,714 -4%
FGG
211
Financial Guidance Group
Florida
$16.9M -$1.45M -51,561 -8%
SVWAG
212
Sound View Wealth Advisors Group
Georgia
$16.9M +$1.58M +56,223 +10%
KC
213
Kades & Cheifetz
Pennsylvania
$16.7M +$236K +8,367 +1%
SCM
214
Stonehearth Capital Management
Massachusetts
$16.7M +$8.99M +319,212 +117%
SA
215
Skyline Advisors
Washington
$16.5M +$209K +7,434 +1%
LFP
216
Lakeshore Financial Planning
Michigan
$16.4M +$1.66M +58,992 +11%
WFS
217
Weitzel Financial Services
Iowa
$16.2M +$609K +21,696 +4%
DI
218
DAGCO Inc
Ohio
$16.2M +$382K +13,560 +2%
MTC
219
Matrix Trust Company
Colorado
$16.1M -$628K -22,302 -4%
FNC
220
First National Corp
Massachusetts
$16.1M +$778K +27,609 +5%
MCB
221
Morton Community Bank
Illinois
$16.1M +$15.6K +555 +0.1%
CAM
222
Cozad Asset Management
Illinois
$15.7M +$30.5K +1,083 +0.2%
ASN
223
Advisory Services Network
Georgia
$15.7M – – –
AP
224
Advisors Preferred
Maryland
$15.6M +$4.11M +146,100 +36%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$15.5M +$199K +7,056 +1%
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