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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 %
HSA
401
HBK Sorce Advisory
Pennsylvania
$7.04M +$590K +21,601 +9%
UWM
402
USAdvisors Wealth Management
Minnesota
$7.03M -$111K -4,058 -2%
JWWM
403
Johnson & White Wealth Management
Pennsylvania
$6.98M +$6.98M +256,072 New
Northern Trust
404
Northern Trust
Illinois
$6.92M +$947K +34,659 +16%
GFP
405
Guardian Financial Partners
California
$6.88M +$479K +17,517 +7%
MIA
406
Milestone Investment Advisors
Wisconsin
$6.88M +$35.4K +1,296 +0.5%
CA
407
Clearstead Advisors
Ohio
$6.87M -$35.7K -1,307 -0.5%
PSCM
408
Per Stirling Capital Management
Texas
$6.83M -$516K -18,882 -7%
SIM
409
Synergy Investment Management
Florida
$6.81M +$6.81M +249,318 New
BAM
410
Belpointe Asset Management
Nevada
$6.78M -$2.69M -59,166 -28%
OPPS
411
Obsidian Personal Planning Solutions
Maryland
$6.78M -$12.6M -451,220 -65%
EP
412
Essential Planning
New Hampshire
$6.76M +$6.76M +210,058 New
CA
413
Continuum Advisory
Idaho
$6.76M -$13M -475,046 -66%
FIC
414
Family Investment Center
Missouri
$6.63M +$28K +1,025 +0.4%
CA
415
CapWealth Advisors
Tennessee
$6.62M +$128K +4,688 +2%
CIC
416
Carnegie Investment Counsel
Ohio
$6.57M +$91.5K +3,351 +1%
HA
417
HC Advisors
Georgia
$6.56M +$150K +5,497 +2%
BMCM
418
Burns Matteson Capital Management
New York
$6.55M -$86.7K -3,174 -1%
MCA
419
MSH Capital Advisors
Arizona
$6.55M +$543K +19,886 +9%
VWA
420
Visionary Wealth Advisors
Illinois
$6.54M +$176K +6,434 +3%
AAP
421
Arax Advisory Partners
Colorado
$6.53M +$1.2M +43,907 +23%
OPA
422
Old Port Advisors
Maine
$6.52M +$163K +5,961 +3%
BWM
423
Benchmark Wealth Management
Connecticut
$6.5M +$5.52K +202 +0.1%
B
424
Bensler
Washington
$6.49M -$701K -25,672 -10%
Brown Advisory
425
Brown Advisory
Maryland
$6.47M -$98.4K -3,600 -1%
15 16
17
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