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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 %
ERIM
651
Eagle Ridge Investment Management
Connecticut
$3.07M -$55 -2 -0%
CFGA
652
Cambridge Financial Group (Arizona)
Arizona
$3.07M -$158K -5,785 -5%
CAMV
653
Concord Asset Management (Virginia)
Virginia
$3.04M +$547K +20,011 +22%
TWM
654
Triton Wealth Management
Arizona
$3.04M -$51.4K -1,768 -2%
CAL
655
Capital Analysts LLC
Pennsylvania
$3.03M -$47K -1,719 -2%
GMA
656
Glassy Mountain Advisors
Maryland
$3.02M +$256K +9,373 +9%
WWA
657
WCG Wealth Advisors
Nevada
$3.02M -$304K -11,127 -9%
CIA
658
Capital Investment Advisors
Georgia
$3.01M -$151K -5,533 -5%
EIA
659
Eldridge Investment Advisors
New Hampshire
$3.01M +$48.4K +1,770 +2%
JCM
660
Jacobi Capital Management
Pennsylvania
$3M +$12.2K +445 +0.4%
AWA
661
Adapt Wealth Advisors
Georgia
$3M -$130K -4,771 -4%
WEG
662
World Equity Group
Illinois
$2.98M +$1.81M +66,309 +154%
SG
663
StoneX Group
New York
$2.97M +$2.97M +108,790 New
AMG
664
Advisors Management Group
Wisconsin
$2.97M +$358K +13,121 +14%
Bessemer Group
665
Bessemer Group
New Jersey
$2.96M – – –
CPL
666
CAP Partners LLC
Tennessee
$2.94M +$42K +1,536 +1%
OPWM
667
Oxinas Partners Wealth Management
Indiana
$2.94M +$412K +15,091 +16%
GLA
668
Great Lakes Advisors
Illinois
$2.94M +$220K +8,043 +8%
SFG
669
SNS Financial Group
Minnesota
$2.93M +$28.3K +1,037 +1%
SSB
670
Sandy Spring Bank
Maryland
$2.92M +$121K +4,438 +4%
JSW
671
Journey Strategic Wealth
New Jersey
$2.91M +$185K +6,784 +7%
CWM
672
Chesapeake Wealth Management
Virginia
$2.91M +$29.5K +1,080 +1%
BJL
673
Brighton Jones LLC
Washington
$2.87M +$1.16M +42,608 +68%
Bank of Montreal
674
Bank of Montreal
Ontario, Canada
$2.86M +$78.9K +2,888 +3%
T
675
Transce3nd
Texas
$2.85M +$2.85M +104,183 New
25 26
27
28 29