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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 %
ATC
526
Argent Trust Co
Tennessee
$4.61M – – –
RFA
527
Rollins Financial Advisors
New York
$4.61M -$69.8K -2,554 -1%
CIC
528
Cutler Investment Counsel
Oregon
$4.59M +$262K +9,604 +6%
SWM
529
Scissortail Wealth Management
Oklahoma
$4.59M +$4.58M +167,559 +35,350%
IA
530
Insight Advisors
Pennsylvania
$4.58M +$585K +21,468 +15%
FWA
531
FSC Wealth Advisors
New York
$4.54M +$17.7K +648 +0.4%
EF
532
Exeter Financial
Arizona
$4.53M +$93.1K +3,408 +2%
CWP
533
Concord Wealth Partners
Virginia
$4.52M -$202K -7,396 -4%
CFG
534
Certior Financial Group
Pennsylvania
$4.51M +$4.51M +165,219 New
AIA
535
AssuredPartners Investment Advisors
Florida
$4.51M +$4.51M +164,912 New
JWM
536
JPL Wealth Management
Colorado
$4.51M +$4.51M +164,909 New
BIA
537
Barry Investment Advisors
Massachusetts
$4.5M +$599K +21,925 +15%
WIP
538
WealthCare Investment Partners
Rhode Island
$4.49M -$756K -27,719 -14%
OFP
539
OLIO Financial Planning
Virginia
$4.49M +$274K +10,019 +6%
HA
540
Hamel Associates
New Jersey
$4.46M +$1.32M +48,482 +42%
SMFG
541
Sumitomo Mitsui Financial Group
Japan
$4.45M +$462K +16,911 +12%
SWA
542
Stratos Wealth Advisors
Ohio
$4.43M +$1.5K +55 +0%
IF
543
Intrua Financial
Texas
$4.42M -$41.9K -1,533 -0.9%
CIA
544
Cape Investment Advisory
Georgia
$4.42M -$15.6K -572 -0.4%
PIA
545
Panoramic Investment Advisors
Colorado
$4.42M -$202K -7,406 -4%
WWM
546
Western Wealth Management
Colorado
$4.42M -$1.98M -72,610 -31%
VFIC
547
Valley Forge Investment Consultants
Pennsylvania
$4.4M -$300K -10,966 -6%
BIM
548
Breakwater Investment Management
Washington
$4.4M -$137K -5,032 -3%
TC
549
TownSquare Capital
Utah
$4.39M +$119K +4,349 +3%
ACI
550
Alpha Cubed Investments
California
$4.39M +$92.4K +3,382 +2%
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