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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 %
ML
576
McAdam LLC
Pennsylvania
$3.96M -$79.6K -2,914 -2%
US Bancorp
577
US Bancorp
Minnesota
$3.94M -$186K -6,811 -5%
GCA
578
Genesee Capital Advisors
New York
$3.94M +$1.26M +45,965 +47%
GLA
579
Good Life Advisors
Pennsylvania
$3.93M +$11.5K +420 +0.3%
PAG
580
Paladin Advisory Group
Iowa
$3.93M +$142K +5,215 +4%
DAS
581
DMKC Advisory Services
Iowa
$3.92M +$3.92M +143,389 New
RC
582
Roundview Capital
New Jersey
$3.92M -$148K -5,409 -4%
FIA
583
Foundations Investment Advisors
Arizona
$3.9M +$510K +18,680 +15%
NG
584
Northstar Group
New York
$3.9M -$126K -4,597 -3%
RSWM
585
Robertson Stephens Wealth Management
California
$3.9M +$361K +13,199 +10%
SWC
586
Spectrum Wealth Counsel
Indiana
$3.9M +$43.3K +1,585 +1%
MAM
587
Madison Asset Management
Wisconsin
$3.89M – – –
MIA
588
Madison Investment Advisors
Wisconsin
$3.89M +$3.89M +142,530 New
LA
589
Lynch & Associates
Indiana
$3.88M +$301K +11,017 +8%
PMG
590
ProVise Management Group
Florida
$3.88M -$508K -18,583 -12%
AWP
591
Axis Wealth Partners
Rhode Island
$3.85M +$3.85M +140,945 New
MWM
592
MOKAN Wealth Management
Kansas
$3.84M +$3.84M +140,532 New
GIA
593
Gladstone Institutional Advisory
Florida
$3.84M +$631K +23,096 +20%
ACM
594
Alpha Capital Management
Texas
$3.77M -$77.1K -2,821 -2%
WS
595
Wedbush Securities
California
$3.74M +$110K +4,043 +3%
AIM
596
AHL Investment Management
Florida
$3.69M -$7.76K -284 -0.2%
M&T Bank
597
M&T Bank
New York
$3.67M -$9.84K -360 -0.3%
RBFC
598
Roman Butler Fullerton & Co
Missouri
$3.67M -$6.86M -241,144 -65%
SC
599
Savoie Capital
Illinois
$3.66M – – –
VCWM
600
Vista Cima Wealth Management
Arizona
$3.63M +$3.63M +133,003 New
22 23
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