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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 %
FHC
701
First Heartland Consultants
Missouri
$2.64M +$235K +8,609 +10%
KNFPWM
702
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.64M +$27.5K +1,005 +1%
BBA
703
BLB&B Advisors
Pennsylvania
$2.64M -$169K -6,179 -6%
ISWM
704
Independent Solutions Wealth Management
New York
$2.62M -$131K -4,799 -5%
RFA
705
Register Financial Advisors
Georgia
$2.62M +$13K +476 +0.5%
CPRC
706
Consolidated Portfolio Review Corp
New York
$2.62M +$81.2K +2,973 +3%
Wolverine Trading
707
Wolverine Trading
Illinois
$2.61M +$2.36M +86,643 +953%
ACG
708
Allen Capital Group
Nebraska
$2.59M +$41.5K +1,518 +2%
EA
709
Enclave Advisors
Texas
$2.59M -$82.9K -3,034 -3%
CIG
710
CHB Investment Group
Pennsylvania
$2.59M -$85.9K -3,144 -3%
MCM
711
Mengis Capital Management
Oregon
$2.59M +$39.3K +1,438 +2%
VA
712
Vident Advisory
Georgia
$2.58M – – –
CFO
713
Collective Family Office
Pennsylvania
$2.57M +$10.8K +395 +0.4%
FWM
714
FMA Wealth Management
Massachusetts
$2.57M +$18.5K +676 +0.7%
IMC Chicago
715
IMC Chicago
Illinois
$2.57M +$2.57M +93,901 New
BWA
716
Beam Wealth Advisors
Louisiana
$2.56M +$41.3K +1,511 +2%
WF
717
Welch & Forbes
Massachusetts
$2.55M – – –
SFPG
718
Stonebridge Financial Planning Group
Florida
$2.54M +$471K +17,237 +23%
LNWWM
719
Laird Norton Wetherby Wealth Management
California
$2.54M -$124K -4,528 -5%
ZIG
720
Zullo Investment Group
Pennsylvania
$2.51M -$210K -7,692 -8%
BWM
721
BCGM Wealth Management
Indiana
$2.51M -$21.9K -800 -0.9%
EWP
722
Elevation Wealth Partners
California
$2.5M +$100K +3,671 +4%
V
723
ViaWealth
Kansas
$2.5M +$250K +9,134 +11%
LFG
724
Larson Financial Group
Missouri
$2.5M +$364K +13,306 +17%
CW
725
CreativeOne Wealth
Kansas
$2.49M -$6.26K -229 -0.3%
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