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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 %
PGFC
751
Peapack-Gladstone Financial Corp
New Jersey
$2.29M +$165K +6,031 +8%
SIAG
752
Safeguard Investment Advisory Group
California
$2.29M +$2.04M +74,699 +809%
BWM
753
BKM Wealth Management
Wisconsin
$2.29M +$559K +20,445 +32%
AWA
754
Arkadios Wealth Advisors
Georgia
$2.27M +$95.2K +3,485 +4%
OWM
755
Opes Wealth Management
California
$2.27M +$562K +20,579 +33%
MWA
756
Muirfield Wealth Advisors
North Carolina
$2.25M +$43.6K +1,595 +2%
FNBOMD
757
First National Bank of Mount Dora
Florida
$2.25M – – –
HNB
758
Huntington National Bank
Ohio
$2.25M -$1.85M – –
NW
759
NewEdge Wealth
Pennsylvania
$2.23M -$172K -6,279 -7%
OSAM
760
O'Shaughnessy Asset Management
Connecticut
$2.23M +$357K +13,082 +19%
GIM
761
Guild Investment Management
California
$2.21M +$2.21M +80,830 New
WFS
762
WealthGarden F.S.
California
$2.21M +$51.4K +1,881 +2%
TAM
763
Titleist Asset Management
Texas
$2.21M -$113K -4,124 -5%
SWM
764
Silverlake Wealth Management
Vermont
$2.2M +$213K +7,790 +11%
CFA
765
CWS Financial Advisors
Michigan
$2.19M +$312K +11,430 +17%
TAM
766
Townsend Asset Management
North Carolina
$2.18M +$4.24K +155 +0.2%
PFA
767
Petra Financial Advisors
Colorado
$2.18M +$125K +4,562 +6%
M
768
MYeCFO
California
$2.18M +$30K +1,099 +1%
RCM
769
Riggs Capital Management
Utah
$2.16M +$2.16M +79,076 New
PTC
770
Private Trust Company
Ohio
$2.15M -$1.39K -51 -0.1%
CFD
771
Creative Financial Designs
Indiana
$2.15M +$161K +5,879 +8%
OC
772
Optima Capital
Oregon
$2.12M +$2.12M +77,768 New
WWC
773
Waypoint Wealth Counsel
Georgia
$2.1M +$68.5K +2,509 +3%
LOIM
774
Liberty One Investment Management
Illinois
$2.1M -$121K -4,418 -5%
RWP
775
Revolve Wealth Partners
New Jersey
$2.1M +$46.9K +1,718 +2%
29 30
31
32 33