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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 %
LWM
251
Latko Wealth Management
Illinois
$13.2M +$489K +17,884 +4%
AFA
252
AllGen Financial Advisors
Florida
$13.2M -$91.3K -3,343 -0.7%
SB
253
Strategic Blueprint
Georgia
$13.2M -$79.6K -2,913 -0.6%
Citigroup
254
Citigroup
New York
$13.2M -$809K -29,616 -6%
NFG
255
Northeast Financial Group
Pennsylvania
$13.1M -$867K -31,730 -6%
OBWG
256
Onyx Bridge Wealth Group
New York
$13M +$1.41M +51,518 +12%
FCI
257
Financial Counselors Inc
Kansas
$13M +$1.01M +36,993 +8%
BCM
258
Brookstone Capital Management
Illinois
$13M +$2.28M +83,611 +21%
SFWC
259
Strategic Family Wealth Counselors
New Jersey
$12.9M -$248K -9,094 -2%
FT
260
Fiduciary Trust
Massachusetts
$12.9M -$8.03M -293,764 -38%
ISFAN
261
Investor's Fiduciary Advisor Network
Washington
$12.9M +$12.9M +472,547 New
BTWM
262
Brass Tax Wealth Management
Ohio
$12.9M -$315K -11,519 -2%
TFS
263
Thoroughbred Financial Services
Tennessee
$12.8M -$461K -16,890 -3%
GA
264
GSG Advisors
New Jersey
$12.7M +$230K +8,409 +2%
OC
265
Oppenheimer & Co
New York
$12.6M +$1.65M +60,310 +15%
VNA
266
Valley National Advisers
Pennsylvania
$12.5M +$1.35M +49,426 +12%
MAG
267
Mayfair Advisory Group
Alabama
$12.4M +$506K +18,515 +4%
CA
268
CoreCap Advisors
Michigan
$12.4M +$620K +22,705 +5%
BBW
269
Blue Barn Wealth
Utah
$12.3M +$480K +17,582 +4%
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$12.3M +$2.02M +73,049 +20%
ASN
271
Advisory Services Network
Georgia
$12.2M -$4.33M -158,663 -26%
TFA
272
Trinity Financial Advisors
Ohio
$12.1M +$872K +31,983 +8%
MGIA
273
Moneta Group Investment Advisors
Missouri
$12.1M -$20.8M -762,062 -63%
AI
274
Atria Investments
North Carolina
$12.1M +$865K +31,660 +8%
Fidelity Investments
275
Fidelity Investments
Massachusetts
$12.1M +$1.57M +57,523 +15%
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