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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,784 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, 534 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+170
Holders Change %
+10.53%
% of All Funds
23.75%
Holding in Top 10
264
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+10.92%
% of All Funds
3.51%
New
277
Increased
838
Reduced
534
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
+$748M
2
IAS
IMA Advisory Services
Colorado
+$73.4M
3
Cerity Partners
Cerity Partners
New York
+$56.9M
4
LPL Financial
LPL Financial
California
+$47M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$40.5M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$2.08B
2
JSTA
Japan Science & Technology Agency
Japan
-$219M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$94.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$92M
5
SA
Sanctuary Advisors
Indiana
-$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
276
Bison Wealth
Georgia
$12.1M +$1.24M +45,412 +11%
SFG
277
SevenBridge Financial Group
Pennsylvania
$12M -$24.1M -866,383 -67%
Goldman Sachs
278
Goldman Sachs
New York
$11.9M -$1.2M -44,019 -9%
AWM
279
Avior Wealth Management
Nebraska
$11.8M +$1.64M +59,896 +16%
FA
280
Fiduciary Alliance
South Carolina
$11.8M +$2.42M +88,445 +26%
MFIM
281
Mesirow Financial Investment Management
Illinois
$11.7M +$419K +15,328 +4%
AWA
282
Acorn Wealth Advisors
Michigan
$11.7M -$460K -16,839 -4%
PFWA
283
Paces Ferry Wealth Advisors
Georgia
$11.7M +$1.55M +56,715 +15%
SS
284
Sunbelt Securities
Texas
$11.7M +$1.87M +68,643 +19%
KWM
285
Kingsview Wealth Management
Oregon
$11.5M +$3.01M +110,201 +35%
FMC
286
First Merchants Corp
Indiana
$11.5M -$44.1K -1,613 -0.4%
CMP
287
Courage Miller Partners
Virginia
$11.5M +$13.6K +496 +0.1%
MA
288
MONECO Advisors
Connecticut
$11.4M +$74.3K +2,719 +0.7%
ICM
289
Islay Capital Management
Texas
$11.4M +$154K +5,653 +1%
GB
290
Goepper Burkhardt
South Carolina
$11.4M +$586K +21,438 +5%
WLPWM
291
Walled Lake Planning & Wealth Management
Illinois
$11.4M +$197K +7,229 +2%
CSP
292
Cary Street Partners
Virginia
$11.3M +$11.3M +414,478 New
SWMG
293
Sard Wealth Management Group
Georgia
$11.3M -$107K -3,927 -0.9%
CFGS
294
Concourse Financial Group Securities
Alabama
$11.2M +$862K +30,886 +8%
P
295
&Partners
Tennessee
$11.2M +$1.83M +66,633 +20%
PRS
296
Pinkerton Retirement Specialists
Idaho
$11.1M -$1.27M -46,496 -10%
CFMC
297
Curbstone Financial Management Corp
New Hampshire
$11.1M +$434K +15,880 +4%
BEAM
298
Baker Ellis Asset Management
Washington
$11M -$75.3K -2,757 -0.7%
SIM
299
Sims Investment Management
Ohio
$10.8M +$10.8M +396,869 New
CNWM
300
Clay Northam Wealth Management
California
$10.8M -$285K -10,433 -3%
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