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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 %
CB
626
Commerce Bank
Missouri
$3.36M -$94.1K -3,446 -3%
P
627
Pitcairn
Pennsylvania
$3.34M – – –
JIC
628
Johnson Investment Counsel
Ohio
$3.33M +$6.8K +249 +0.2%
PNC Financial Services Group
629
PNC Financial Services Group
Pennsylvania
$3.32M +$136K +4,976 +4%
WF
630
Warner Financial
Maryland
$3.32M +$1.17M +42,825 +54%
CL
631
COWA LLC
Oklahoma
$3.32M +$47K +1,722 +1%
CICC
632
Capital Investment Counsel (Colorado)
Colorado
$3.32M +$354K +12,951 +12%
RL
633
Retireful LLC
Michigan
$3.3M +$3.3M +120,885 New
NF
634
Nikulski Financial
Iowa
$3.29M -$13.6K -496 -0.4%
CF
635
Centaurus Financial
California
$3.29M -$88.8K -3,250 -3%
CIM
636
Corda Investment Management
Texas
$3.28M +$3.28M +120,080 New
SWM
637
SeaCrest Wealth Management
New York
$3.28M +$24.6K +901 +0.8%
TA
638
TPG Advisors
Illinois
$3.25M +$122K +4,459 +4%
CIAS
639
Capital Investment Advisory Services
North Carolina
$3.22M -$114K -4,171 -3%
CS
640
Capital Square
Tennessee
$3.21M +$167K +5,959 +6%
FFA
641
Florida Financial Advisors
Florida
$3.18M +$481K +17,614 +18%
GSEP
642
Golden State Equity Partners
California
$3.18M +$3.18M +116,268 New
SAF
643
Smith Anglin Financial
Texas
$3.17M -$46.6K -1,706 -1%
FD
644
Financial Designs
California
$3.15M -$133K -4,877 -4%
CWS
645
Cypress Wealth Services
California
$3.15M +$153K +5,597 +5%
AIM
646
Anchor Investment Management
South Carolina
$3.14M -$14.9K -544 -0.5%
WKWM
647
Walter & Keenan Wealth Management
Indiana
$3.13M +$55 +2 +0%
EA
648
Emerald Advisors
Washington
$3.11M -$6.01M -219,995 -66%
HL
649
HeadInvest LLC
Maine
$3.1M +$42.1K +1,540 +1%
MAS
650
Madden Advisory Services
Florida
$3.07M +$11.3K +414 +0.4%
24 25
26
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