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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
3.51%
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
+$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 %
CWA
301
Canvas Wealth Advisors
Kansas
$10.8M +$384K +14,063 +4%
AFG
302
Albion Financial Group
Utah
$10.7M +$547K +20,029 +5%
MFG
303
Midwest Financial Group
Kansas
$10.7M +$83.5K +3,056 +0.8%
SGI
304
Summit Global Investments
Utah
$10.6M +$527K +19,280 +5%
LFAS
305
Level Four Advisory Services
Texas
$10.5M -$22.8M -832,889 -68%
XF
306
XML Financial
Maryland
$10.5M +$495K +18,111 +5%
BWA
307
BlueChip Wealth Advisors
Georgia
$10.4M +$531K +19,420 +5%
DFA
308
DHJJ Financial Advisors
Illinois
$10.3M +$7.81K +286 +0.1%
HBW
309
Hazlett, Burt & Watson
West Virginia
$10.3M +$29.3K +1,073 +0.3%
MWA
310
Merkkuri Wealth Advisors
New York
$10.2M +$308K +11,258 +3%
WAG
311
Winthrop Advisory Group
Massachusetts
$10.2M -$106K -3,897 -1%
BWM
312
Bernard Wealth Management
Michigan
$10.1M +$10.1M +371,458 New
PAI
313
Pittenger & Anderson Inc
Nebraska
$10.1M -$279K -10,229 -3%
CAP
314
Columbia Advisory Partners
Washington
$10M -$2.81M -102,758 -22%
RMF
315
Red Mountain Financial
Colorado
$9.86M +$241K +8,829 +3%
SC
316
Scotia Capital
Ontario, Canada
$9.86M +$103K +3,761 +1%
MF
317
Meridian Financial
Massachusetts
$9.79M -$139K -5,094 -1%
SCM
318
Spreng Capital Management
Ohio
$9.77M +$444K +16,268 +5%
YLHM
319
Yelin Lapidot Holdings Management
Israel
$9.72M -$2.29M -83,800 -19%
NFG
320
Nations Financial Group
Iowa
$9.7M -$6.93M -253,490 -42%
JWS
321
Juncture Wealth Strategies
Arizona
$9.7M +$731K +26,771 +8%
BIA
322
Bell Investment Advisors
California
$9.69M +$251K +9,180 +3%
Envestnet Portfolio Solutions
323
Envestnet Portfolio Solutions
Illinois
$9.66M +$1.1M +40,403 +13%
FFWA
324
FRG Family Wealth Advisors
Washington
$9.65M -$627K -22,955 -6%
VCP
325
Verus Capital Partners
Arizona
$9.65M +$475K +17,396 +5%
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