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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 %
ANTB
551
AMG National Trust Bank
Colorado
$4.36M -$54.6K -1,998 -1%
CCA
552
Cypress Capital Advisors
Tennessee
$4.35M +$4.35M +159,388 New
JPLA
553
Joseph P. Lucia & Associates
New York
$4.34M +$103K +3,786 +2%
AFS
554
Access Financial Services
Minnesota
$4.3M -$88.5K -3,240 -2%
HIW
555
Holos Integrated Wealth
Pennsylvania
$4.27M +$4.27M +156,165 New
IAS
556
Insigneo Advisory Services
Florida
$4.23M +$941K +34,454 +29%
BRWM
557
Blue Rock Wealth Management
North Carolina
$4.23M +$4.23M +154,792 New
PPP
558
Private Portfolio Partners
New Jersey
$4.21M +$60.8K +2,225 +1%
CA
559
Cambridge Advisors
Nebraska
$4.19M +$57.3K +2,097 +1%
CA
560
Cresta Advisors
Texas
$4.17M -$8.34M -98,682 -67%
SKK
561
Shepherd Kaplan Krochuk
Massachusetts
$4.16M +$268K +9,814 +7%
FTS
562
Fifth Third Securities
Ohio
$4.16M +$289K +10,561 +7%
ST
563
Smithfield Trust
Pennsylvania
$4.14M – – –
KFSN
564
Keystone Financial Services (Nebraska)
Nebraska
$4.13M +$4.13M +151,252 New
MWM
565
Moran Wealth Management
Florida
$4.12M +$1.22M +44,814 +42%
PFA
566
Pathway Financial Advisers
Indiana
$4.09M +$36.7K +1,343 +0.9%
FL
567
FreeGulliver LLC
Louisiana
$4.06M +$37.6K +1,376 +0.9%
GPFA
568
Game Plan Financial Advisors
Ohio
$4.06M +$5.94K +218 +0.1%
EB
569
Eastern Bank
Massachusetts
$4.06M -$713K -26,116 -15%
AAMC
570
Asset Allocation & Management Company
Illinois
$4.02M +$1M +36,750 +33%
PI
571
PFG Investments
New York
$4.02M +$1.9M +69,371 +89%
AWE
572
Avidian Wealth Enterprises
Texas
$4.01M +$373K +13,647 +10%
SW
573
SVB Wealth
Massachusetts
$3.99M +$3.99M +145,956 New
NJIM
574
Nabity-Jensen Investment Management
Nebraska
$3.98M +$4.1K +150 +0.1%
NCM
575
Northwest Capital Management
Oregon
$3.97M -$15.7K -575 -0.4%
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