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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,783 hedge funds and large institutions have $40.8B invested in Schwab US Dividend Equity ETF in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 838 increasing their positions, 533 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+170
Holders Change %
+10.54%
% of All Funds
23.74%
Holding in Top 10
264
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+10.92%
% of All Funds
3.52%
New
277
Increased
838
Reduced
533
Closed
71
Calls
$131M
Puts
$73.3M
Net Calls
+$57.4M
Net Calls Change
-$8.46M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.36B
2
IAS
IMA Advisory Services
Colorado
$73.4M
3
Cerity Partners
Cerity Partners
New York
$154M
4
LPL Financial
LPL Financial
California
$992M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$69M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18B
2
JSTA
Japan Science & Technology Agency
Japan
$0
3
Corient Private Wealth
Corient Private Wealth
Florida
$27.5M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
SA
Sanctuary Advisors
Indiana
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cozad Asset Management
Illinois
$15.3M +$104K +3,822 +0.7%
MTC
227
Matrix Trust Company
Colorado
$15.3M -$383K -14,010 -2%
AP
228
Advisors Preferred
Maryland
$15.1M – – –
SCA
229
Snowden Capital Advisors
New York
$15M +$291K +10,635 +2%
CKAIS
230
Christensen King & Associates Investment Services
Washington
$14.8M -$243K -8,812 -2%
SIS
231
Strategic Investment Solutions
Illinois
$14.8M -$1.2M -21,881 -7%
PCWA
232
Pacific Capital Wealth Advisors
California
$14.7M +$2.73M +99,937 +23%
LIM
233
Leavell Investment Management
Alabama
$14.6M -$231K -8,441 -2%
NIWA
234
New Insight Wealth Advisors
California
$14.3M +$748K +27,380 +6%
LWM
235
Lighthouse Wealth Management
Ohio
$14.1M +$14.1M +516,402 New
IWM
236
IHT Wealth Management
Illinois
$14.1M -$2.55M -93,512 -15%
CAAS
237
Capital Asset Advisory Services
Michigan
$14M +$95.9K +3,496 +0.7%
KJWM
238
Kiley Juergens Wealth Management
Washington
$14M +$423K +15,476 +3%
SCP
239
Shorepoint Capital Partners
Massachusetts
$13.9M -$99.9K -3,656 -0.7%
FCM
240
Family Capital Management
Michigan
$13.9M -$166K -6,076 -1%
WCM
241
Winthrop Capital Management
Indiana
$13.8M +$13.8M +507,006 New
MCM
242
Mendel Capital Management
Arkansas
$13.7M -$348K -12,747 -2%
FFA
243
Farther Finance Advisors
California
$13.5M +$8.76M +320,727 +185%
IAS
244
Investment Advisory Services
Texas
$13.4M +$305K +11,154 +2%
OFG
245
Opulen Financial Group
Virginia
$13.4M +$13.4M +490,503 New
LFS
246
Legacy Financial Strategies
Kansas
$13.4M -$497K -18,222 -4%
AA
247
Advisory Alpha
Michigan
$13.4M +$1.59M +58,278 +14%
ES
248
Eagle Strategies
New York
$13.3M +$1.51M +55,327 +13%
JIP
249
Jaffetilchin Investment Partners
Florida
$13.3M +$833K +30,480 +7%
SEIA
250
Signature Estate & Investment Advisors
California
$13.3M -$12.6K -460 -0.1%
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