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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 %
FCM
676
Fortis Capital Management
Washington
$2.84M +$189K +6,915 +7%
PFS
677
Prospera Financial Services
Texas
$2.82M +$257K +9,418 +10%
CIA
678
Choate Investment Advisors
Massachusetts
$2.81M – – –
CFS
679
Coordinated Financial Services
Colorado
$2.8M +$2.8M +102,452 New
AQR Capital Management
680
AQR Capital Management
Connecticut
$2.8M +$298K +10,896 +12%
PWA
681
Physician Wealth Advisors
Utah
$2.78M -$5.56M -203,515 -67%
PGAM
682
Princeton Global Asset Management
New Jersey
$2.77M -$54.1K -1,982 -2%
1L
683
10Elms LLP
Oklahoma
$2.76M +$2.76M +101,092 New
AGC
684
Aspen Grove Capital
Colorado
$2.76M +$57.7K +2,112 +2%
GGI
685
GPM Growth Investors
Michigan
$2.75M +$21.9K +801 +0.8%
SL
686
SFM LLC
New Hampshire
$2.75M -$18.1K -662 -0.7%
AWM
687
Aegis Wealth Management
Maryland
$2.74M +$2.74M +100,144 New
BI
688
Beckerman Institutional
New Jersey
$2.73M +$151K +5,517 +6%
SWM
689
SpringVest Wealth Management
Texas
$2.73M +$2.73M +99,925 New
CG
690
Cynosure Group
Utah
$2.72M – – –
BBHC
691
Brown Brothers Harriman & Co
New York
$2.71M -$159K -5,823 -6%
SAM
692
Secure Asset Management
Michigan
$2.71M +$646K +23,649 +31%
KF
693
Krilogy Financial
Missouri
$2.71M +$401K +14,678 +17%
MCM
694
MidAtlantic Capital Management
Virginia
$2.69M -$15.4K -564 -0.6%
BMCM
695
Bryn Mawr Capital Management
Pennsylvania
$2.68M -$1.66M -60,645 -38%
SSI
696
Scott & Selber Inc
Texas
$2.68M -$65.8K -2,408 -2%
SFO
697
Stokes Family Office
Louisiana
$2.66M +$2.35M +86,185 +766%
Betterment LLC
698
Betterment LLC
New York
$2.66M +$123K +4,516 +5%
WCG
699
Weaver Consulting Group
California
$2.66M +$60K +2,198 +2%
SC
700
Savant Capital
Illinois
$2.65M -$95.9K -3,512 -3%
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