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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.

Holders
1,613
Holders Change
+72
Holders Change %
+4.67%
% of All Funds
23.34%
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
1
Japan Science & Technology Agency
Japan
$219M
2
DE
2
Diversified Enterprises
Delaware
$102M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$92M
4
AIA
4
Allied Investment Advisors
Montana
$40.4M
5
LPL Financial
5
LPL Financial
California
$975M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.71M
2
Charles Schwab
2
Charles Schwab
California
$0
3
SFC
3
Strategic Financial Concepts
Texas
$3.2M
4
APP
4
Avantax Planning Partners
Iowa
$263M
5
Ameriprise
5
Ameriprise
Minnesota
$487M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$975M 11,531,390 +350,872 +3%
Morgan Stanley
2
Morgan Stanley
New York
$781M 9,233,968 -36,918 -0.4%
SLI
3
Sumitomo Life Insurance
Japan
$756M 8,940,000 – –
AAS
4
Avantax Advisory Services
Texas
$719M 8,502,456 +230,987 +3%
Bank of America
5
Bank of America
North Carolina
$627M 7,412,088 -179,169 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$538M 6,361,912 +312,074 +5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$500M 5,913,411 +90,337 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$498M 5,891,102 +39,597 +0.7%
Ameriprise
9
Ameriprise
Minnesota
$487M 5,765,534 -363,283 -6%
UBS Group
10
UBS Group
Switzerland
$434M 5,139,631 +131,383 +3%
WANY
11
Wealthspire Advisors (New York)
New York
$433M 5,119,956 +197,089 +4%
Wealthfront Advisers
12
Wealthfront Advisers
California
$409M 4,840,490 -122,044 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$362M 4,281,892 +297,674 +7%
OWM
14
Orgel Wealth Management
Wisconsin
$360M 4,257,335 +70,852 +2%
Wells Fargo
15
Wells Fargo
California
$332M 3,929,676 -2,599 -0.1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$307M 3,629,338 +101,637 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$276M 3,269,180 -101,123 -3%
APP
18
Avantax Planning Partners
Iowa
$263M 3,105,998 -467,624 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$242M 2,860,162 +66,922 +2%
JSTA
20
Japan Science & Technology Agency
Japan
$219M 2,593,803 +1,623,803 +167%
Mariner
21
Mariner
Kansas
$196M 2,318,259 +133,717 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$189M 2,236,466 +104,086 +5%
CAM
23
Cresset Asset Management
Illinois
$163M 1,927,782 +122,956 +7%
KFP
24
Keystone Financial Planning
Ohio
$157M 1,858,898 +94,765 +5%
CCWM
25
Cassaday & Co Wealth Management
Virginia
$157M 1,855,674 +114,982 +7%
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