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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 %
AA
501
Auxano Advisors
Washington
$5.01M +$28.3K +1,037 +0.6%
JBW
502
Journey Beyond Wealth
Georgia
$5.01M +$5.01M +183,299 New
PCIA
503
Prime Capital Investment Advisors
Kansas
$5M -$1.8K -66 -0%
SEI Investments
504
SEI Investments
Pennsylvania
$4.97M -$275K -10,076 -5%
BFP
505
Beacon Financial Planning
Massachusetts
$4.96M +$500K +18,319 +11%
TWA
506
Talisman Wealth Advisors
New Jersey
$4.95M +$864K +31,634 +21%
PAYA
507
Phil A. Younker & Associates
Alaska
$4.93M +$4.93M +180,517 New
MMA
508
Miracle Mile Advisors
California
$4.93M -$1.8M -66,035 -27%
OAM
509
Oppenheimer Asset Management
New York
$4.92M -$8.2K -300 -0.2%
MLICM
510
Metropolitan Life Insurance Company (MetLife)
New York
$4.92M -$1.79M -65,400 -27%
USCWA
511
U.S. Capital Wealth Advisors
Texas
$4.91M -$32.5K -1,190 -0.7%
GAG
512
GM Advisory Group
New York
$4.9M +$828K +30,312 +20%
FA
513
Fagan Associates
New York
$4.89M -$50.4K -1,844 -1%
KWA
514
Kellett Wealth Advisors
Ohio
$4.83M -$250K -9,138 -5%
TYCC
515
Texas Yale Capital Corp
Florida
$4.78M +$109K +4,001 +2%
BI
516
Berkeley Inc
Idaho
$4.78M -$4.51M -165,123 -49%
Capital Fund Management (CFM)
517
Capital Fund Management (CFM)
France
$4.75M +$3.7M +135,300 +349%
BFM
518
Boston Financial Management
Massachusetts
$4.74M -$21.8K -799 -0.5%
HFS
519
Hopwood Financial Services
Virginia
$4.7M +$4.7M +172,188 New
MWG
520
Martin Worley Group
Utah
$4.68M +$4.68M +171,429 New
WKSWA
521
White Knight Strategic Wealth Advisors
New Jersey
$4.66M +$2.32M +84,992 +99%
WIM
522
Warwick Investment Management
Texas
$4.66M -$51.9K -1,901 -1%
AFG
523
Atomi Financial Group
New York
$4.64M +$1.69M +62,009 +58%
BP
524
Broadleaf Partners
Ohio
$4.62M +$177K +6,483 +4%
LA
525
LexAurum Advisors
Kansas
$4.62M -$1.91M -69,793 -29%
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