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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 %
WA
476
WPG Advisers
Maryland
$5.45M +$5.45M +199,315 New
GFG
477
Goldstone Financial Group
Illinois
$5.43M +$134K +4,890 +3%
FF
478
Friday Financial
Iowa
$5.42M +$5.42M +198,323 New
SFC
479
Strategic Financial Concepts
Texas
$5.41M +$2.31M +84,583 +74%
FHA
480
Flagship Harbor Advisors
Massachusetts
$5.4M +$224K +8,198 +4%
AOWM
481
Alpha Omega Wealth Management
Virginia
$5.4M -$206K -7,551 -4%
CWM
482
Centric Wealth Management
Illinois
$5.37M -$10.7M -392,962 -67%
ACM
483
Advisors Capital Management
New Jersey
$5.36M +$66.7K +2,442 +1%
EWA
484
EP Wealth Advisors
California
$5.36M +$189K +6,910 +4%
AFO
485
Arrowroot Family Office
California
$5.34M +$49.3K +1,805 +0.9%
HH
486
Hilltop Holdings
Texas
$5.33M +$16.9K +619 +0.3%
TW
487
Transform Wealth
Colorado
$5.27M +$1.47M +53,845 +39%
APC
488
Asset Planning Corporation
Tennessee
$5.26M -$1.5M -54,805 -22%
MHFA
489
Mission Hills Financial Advisory
California
$5.26M -$9.09M -332,610 -63%
SMG
490
Smart Money Group
Texas
$5.25M -$11.3M -414,513 -68%
RWA
491
Redhawk Wealth Advisors
Minnesota
$5.24M -$512K -18,743 -9%
PWM
492
Perigon Wealth Management
California
$5.19M +$197K +7,081 +4%
FNT
493
First National Trust
Pennsylvania
$5.17M -$45K -1,648 -0.9%
PCA
494
Pallas Capital Advisors
Massachusetts
$5.16M -$10M -366,809 -66%
CIA
495
Concurrent Investment Advisors
Florida
$5.12M +$942K +34,493 +23%
FCA
496
FLC Capital Advisors
California
$5.11M -$94.8K -3,470 -2%
BPFA
497
Barnes Pettey Financial Advisors
Mississippi
$5.1M +$113K +4,131 +2%
Comerica Bank
498
Comerica Bank
Texas
$5.08M -$503K -18,409 -9%
BSSFA
499
Baron Silver Stevens Financial Advisors
Florida
$5.06M +$161K +5,906 +3%
UBG
500
United Bank (Georgia)
Georgia
$5.03M +$25.7K +939 +0.5%
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