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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 %
Jane Street
376
Jane Street
New York
$7.66M +$5.62M +205,854 +277%
PF
377
Penney Financial
Texas
$7.61M +$224K +8,194 +3%
PTP
378
Platform Technology Partners
New York
$7.61M +$702K +25,692 +10%
SFMG
379
Sage Financial Management Group
Virginia
$7.6M +$548K +20,053 +8%
SAW
380
Signal Advisors Wealth
Michigan
$7.58M +$768K +28,110 +11%
OCFG
381
O'Connor Financial Group
Illinois
$7.55M +$572K +20,940 +8%
MA
382
MBA Advisors
Pennsylvania
$7.55M +$130K +4,747 +2%
AWM
383
AE Wealth Management
Kansas
$7.52M -$4.37M -159,822 -37%
OP
384
ORG Partners
Indiana
$7.4M -$14.5K -530 -0.2%
AOG
385
Alpha Omega Group
Virginia
$7.36M +$216K +7,924 +3%
PVAMC
386
PPS&V Asset Management Consultants
Michigan
$7.34M +$141K +5,143 +2%
FWM
387
Foguth Wealth Management
Michigan
$7.33M +$1.21M +43,265 +20%
SHFP
388
Second Half Financial Partners
Florida
$7.29M -$1.28M -47,013 -15%
BCI
389
Brinker Capital Investments
Pennsylvania
$7.26M -$948K -34,689 -12%
OPS
390
Orion Portfolio Solutions
Nebraska
$7.26M -$948K -34,689 -12%
CFO
391
Custos Family Office
Texas
$7.25M +$24.6K +900 +0.3%
QC
392
Quadrature Capital
United Kingdom
$7.21M +$7.21M +264,028 New
NL
393
Navalign LLC
California
$7.16M +$433K +15,849 +6%
PIMG
394
Patriot Investment Management Group
Tennessee
$7.14M -$249K -9,117 -3%
CFA
395
Cahill Financial Advisors
Minnesota
$7.11M +$1.03M +37,842 +17%
MWM
396
Meridian Wealth Management
Kentucky
$7.09M +$137K +5,029 +2%
MFA
397
Mayflower Financial Advisors
Massachusetts
$7.05M +$897K +32,821 +15%
HWM
398
HRC Wealth Management
Idaho
$7.05M +$75.5K +2,765 +1%
SWP
399
Strategic Wealth Partners
Ohio
$7.04M -$58.2K -2,089 -0.8%
DCM
400
Donaldson Capital Management
Indiana
$7.04M +$254K +9,297 +4%
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