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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 %
HCP
326
Holt Capital Partners
Texas
$9.61M -$7.65K -280 -0.1%
GSIAS
327
Garden State Investment Advisory Services
New Jersey
$9.57M +$189K +6,928 +2%
CAG
328
Curtis Advisory Group
California
$9.46M +$1.11M +40,633 +13%
PS
329
Principal Securities
Iowa
$9.45M +$326K +11,940 +4%
YIA
330
YHB Investment Advisors
Connecticut
$9.45M +$46K +1,683 +0.5%
CST
331
Charles Schwab Trust
Nevada
$9.42M +$263K +9,618 +3%
CCG
332
Coastwise Capital Group
California
$9.33M -$418K -15,308 -4%
EE
333
EWG Elevate
California
$9.31M +$9.31M +340,952 New
GWM
334
Guardian Wealth Management
Illinois
$9.3M +$7.97M +291,686 +598%
BEI
335
Benjamin Edwards Inc
Missouri
$9.18M -$123K -4,497 -1%
MWS
336
MFA Wealth Services
California
$9.15M +$9.15M +334,940 New
SSWM
337
Sheets Smith Wealth Management
North Carolina
$9.09M -$11.3K -412 -0.1%
FF
338
Fairway Financial
Florida
$9.08M +$9.08M +332,422 New
ECG
339
Edge Capital Group
Georgia
$9.07M +$31.5K +1,153 +0.3%
OHWP
340
Oak Harbor Wealth Partners
North Carolina
$9.02M +$460K +16,831 +5%
UCFA
341
United Capital Financial Advisors
Texas
$8.97M -$523K -19,142 -6%
NLWP
342
Next Level Wealth Planning
Idaho
$8.94M +$8.94M +327,211 New
TPWA
343
TRUE Private Wealth Advisors
Oregon
$8.94M +$997K +36,481 +13%
DC
344
Davenport & Co
Virginia
$8.93M +$622K +22,749 +7%
MCA
345
Magnolia Capital Advisors
Mississippi
$8.82M +$525K +19,225 +6%
BFWA
346
Benchmark Financial Wealth Advisors
Florida
$8.8M +$492K +18,000 +6%
MS
347
Madden Securities
Texas
$8.67M +$283K +10,373 +3%
TA
348
TruWealth Advisors
Louisiana
$8.63M -$110K -4,025 -1%
AC
349
Avant Capital
Louisiana
$8.59M +$8.59M +314,271 New
IIA
350
Integral Investment Advisors
California
$8.54M +$120K +4,409 +1%
12 13
14
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