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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 %
CFGSD
601
Compass Financial Group (South Dakota)
South Dakota
$3.61M +$95.9K +3,512 +3%
WA
602
WBH Advisory
Maryland
$3.6M -$47.6K -1,741 -1%
CFSG
603
Clark Financial Services Group
Missouri
$3.58M -$48.4K -1,771 -1%
CNB
604
Camden National Bank
Maine
$3.57M +$345K +12,611 +11%
BRWA
605
B. Riley Wealth Advisors
Florida
$3.56M -$110K -4,020 -3%
SQA
606
Simon Quick Advisors
New Jersey
$3.56M +$57K +2,085 +2%
WLIM
607
White Lighthouse Investment Management
Massachusetts
$3.56M +$58.7K +2,149 +2%
GCA
608
Gradient Capital Advisors
California
$3.56M +$6.75K +247 +0.2%
LA
609
LPF Advisors
Florida
$3.56M +$147K +5,382 +4%
OCM
610
Orion Capital Management
California
$3.55M +$101K +3,713 +3%
MW
611
Members Wealth
Pennsylvania
$3.55M +$3.55M +128,225 New
EIG
612
Ellenbecker Investment Group
Wisconsin
$3.52M +$275K +10,058 +8%
EFG
613
Everhart Financial Group
Ohio
$3.51M -$364K -13,320 -9%
TC
614
Trust Company
Kansas
$3.51M +$129K +4,705 +4%
SAM
615
Smartleaf Asset Management
Massachusetts
$3.51M +$119K +4,371 +4%
WFAG
616
Worth Financial Advisory Group
North Carolina
$3.45M -$13.4K -490 -0.4%
EWA
617
EverSource Wealth Advisors
Alabama
$3.45M -$1.46M -53,538 -30%
MA
618
McGrath & Associates
North Carolina
$3.42M +$3.42M +125,336 New
BL
619
BFSG LLC
California
$3.42M +$382K +13,985 +13%
CPP
620
Capasso Planning Partners
South Carolina
$3.42M -$4.05M -148,265 -54%
S
621
Sachetta
Massachusetts
$3.41M +$139K +5,105 +4%
SA
622
Sovran Advisors
California
$3.4M +$3.4M +123,712 New
VWM
623
Vermillion Wealth Management
Minnesota
$3.38M +$3.38M +123,549 New
SIA
624
Soltis Investment Advisors
Utah
$3.38M -$52.9K -1,935 -2%
LCM
625
LVM Capital Management
Michigan
$3.36M +$83.5K +3,057 +3%
23 24
25
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