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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 %
CT
726
Clearstead Trust
Maine
$2.49M +$602K +22,025 +32%
FWP
727
Forefront Wealth Partners
Texas
$2.49M +$2.49M +91,221 New
GIA
728
Guyasuta Investment Advisors
Pennsylvania
$2.47M +$96.5K +3,534 +4%
RAG
729
RIA Advisory Group
Iowa
$2.47M -$173K -6,348 -7%
Renaissance Technologies
730
Renaissance Technologies
New York
$2.46M -$1.68M -61,500 -41%
BWAM
731
Boyd Watterson Asset Management
Ohio
$2.46M +$253K +9,251 +11%
WPC
732
Wedmont Private Capital
Pennsylvania
$2.46M +$560K +20,738 +30%
IAG
733
Investment Advisory Group
Massachusetts
$2.46M +$432K +15,812 +21%
Luther King Capital Management (LKCM)
734
Luther King Capital Management (LKCM)
Texas
$2.45M -$2.54M – –
BAM
735
Berkshire Asset Management
Pennsylvania
$2.44M -$68.3K -2,434 -3%
CA
736
Crewe Advisors
Utah
$2.42M -$70.7K -2,588 -3%
SF
737
Synovus Financial
Georgia
$2.41M -$1.07M -39,165 -31%
AWM
738
Aprio Wealth Management
Georgia
$2.41M +$24.7K +903 +1%
FA
739
Fermata Advisors
California
$2.4M +$298K +10,902 +14%
GWWM
740
Great Waters Wealth Management
Minnesota
$2.4M -$22.3K -818 -0.9%
BBPWM
741
Blue Bell Private Wealth Management
Pennsylvania
$2.39M -$1.04K -38 -0%
Natixis Advisors
742
Natixis Advisors
Massachusetts
$2.39M +$534K +19,557 +29%
BSB
743
Bangor Savings Bank
Maine
$2.38M -$131K -4,788 -5%
AC
744
Attessa Capital
Arizona
$2.36M +$2.36M +86,467 New
AWP
745
Atlas Wealth Partners
Pennsylvania
$2.34M +$165K +6,053 +8%
WP
746
Wealthspan Partners
Iowa
$2.33M +$1.02M +37,236 +77%
SFS
747
Sowell Financial Services
Arkansas
$2.33M -$3.59M -131,469 -61%
AL
748
ACAS LLC
California
$2.32M -$17.8K -637 -0.8%
PBO
749
Peoples Bank (Ohio)
Ohio
$2.32M -$35.4K -1,297 -2%
CPC
750
Consolidated Planning Corp
Georgia
$2.31M -$43.8K -1,604 -2%
28 29
30
31 32