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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 %
GB
426
Gunma Bank
Japan
$6.42M -$137K -5,000 -2%
HNWAG
427
High Net Worth Advisory Group
Florida
$6.41M +$236K +8,644 +4%
CPG
428
Cornerstone Planning Group
New Jersey
$6.4M -$15M -528,916 -70%
PCMN
429
Paradigm Capital Management (Nevada)
Nevada
$6.35M +$88.5K +3,241 +1%
AWM
430
Accredited Wealth Management
Kentucky
$6.32M +$6.32M +231,204 New
DWM
431
Diversify Wealth Management
Utah
$6.31M -$12.2M -453,013 -66%
CS
432
Crescent Sterling
Louisiana
$6.29M +$364K +13,334 +6%
NCM
433
NCM Capital Management
New Jersey
$6.28M +$445K +16,290 +8%
CAG
434
Csenge Advisory Group
Florida
$6.27M -$12M -440,860 -66%
CG
435
Caprock Group
Idaho
$6.22M -$262K -9,595 -4%
WIA
436
World Investment Advisors
California
$6.19M +$277K +10,150 +5%
PIAS
437
PCA Investment Advisory Services
Ohio
$6.17M +$209K +7,668 +4%
SMC
438
Smith, Moore & Co
Missouri
$6.16M -$35.5K -1,298 -0.6%
Qube Research & Technologies (QRT)
439
Qube Research & Technologies (QRT)
United Kingdom
$6.15M +$6.07M +222,346 +8,235%
TF
440
Tudor Financial
Ohio
$6.13M +$10.6K +387 +0.2%
TA
441
TrueWealth Advisors
Alabama
$6.12M -$1.14M -41,565 -16%
NL
442
NWAM LLC
Washington
$6.12M +$292K +10,677 +5%
JWCA
443
J.W. Cole Advisors
Florida
$6.11M +$1.37M +50,211 +29%
LSA
444
Lion Street Advisors
Texas
$6.1M +$1.04M +37,958 +20%
PCM
445
Pennsylvania Capital Management
Pennsylvania
$6.1M -$535K -19,587 -8%
AIA
446
Armor Investment Advisors
North Carolina
$6.09M +$45.5K +1,667 +0.8%
FPGK
447
Financial Partners Group (Kansas)
Kansas
$6.09M +$5.7M +208,521 +1,445%
FWA
448
Flagship Wealth Advisors
Massachusetts
$6.05M +$6.05M +221,584 New
FTWA
449
Fifth Third Wealth Advisors
Ohio
$6.05M +$610K +22,333 +11%
MFF
450
Michels Family Financial
Texas
$6.04M +$6.04M +220,974 New
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