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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 %
JGCM
351
Joseph Group Capital Management
Ohio
$8.53M -$85.5K -3,128 -1%
SF
352
Summit Financial
New Jersey
$8.51M +$7.52M +275,174 +755%
NEPWA
353
New England Private Wealth Advisors
Massachusetts
$8.46M +$572K +20,944 +7%
AUB
354
Atlantic Union Bankshares
Virginia
$8.42M +$1.03M +37,805 +14%
CFG
355
Citizens Financial Group
Rhode Island
$8.28M +$1.24M +45,250 +18%
JWBC
356
John W. Brooker & Co
California
$8.25M +$43.8K +1,602 +0.5%
SWM
357
Sendero Wealth Management
Texas
$8.23M +$964K +35,289 +13%
KFGG
358
Keystone Financial Group (Georgia)
Georgia
$8.2M +$8.2M +299,981 New
HAS
359
HBW Advisory Services
California
$8.17M -$130K -4,763 -2%
DCM
360
Davis Capital Management
Florida
$8.16M -$608K -22,238 -7%
BAG
361
Bridgewealth Advisory Group
California
$8.15M -$2.46M -88,445 -23%
RDIA
362
RE Dickinson Investment Advisors
Iowa
$8.1M -$764K -2,796 -9%
PF
363
Prosperitas Financial
California
$8.03M +$278K +10,170 +4%
CWM
364
Congress Wealth Management
Massachusetts
$8.01M -$39.2K -1,433 -0.5%
JSL
365
JT Stratford LLC
Georgia
$8M +$503K +18,426 +7%
GFPC
366
Global Financial Private Client
Florida
$7.93M -$28K -1,026 -0.4%
TBC
367
Ted Buchan & Co
California
$7.86M +$121K +4,429 +2%
NB
368
NBT Bank
New York
$7.82M -$152K -5,570 -2%
BWM
369
BCS Wealth Management
Tennessee
$7.79M +$7.79M +285,294 New
RF
370
Robbins Farley
New Hampshire
$7.79M -$39K -1,429 -0.5%
SOS
371
Silver Oak Securities
Tennessee
$7.73M -$2.93M -107,461 -27%
AA
372
Apriem Advisors
California
$7.71M +$1.42M +51,982 +23%
TFG
373
Tull Financial Group
Virginia
$7.71M -$11.3M -414,938 -60%
BGAI
374
Bruce G. Allen Investments
Colorado
$7.7M +$310K +11,355 +4%
SWM
375
Spire Wealth Management
Virginia
$7.68M -$304K -11,118 -4%
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