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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 %
LA
776
Legacy Advisors
Pennsylvania
$2.09M +$5.98K +219 +0.3%
Simplex Trading
777
Simplex Trading
Illinois
$2.09M +$940K +34,420 +82%
TPA
778
Trivium Point Advisory
Connecticut
$2.08M -$4.5M -164,836 -68%
HCA
779
Heck Capital Advisors
Wisconsin
$2.08M +$3.01K +110 +0.1%
SIC
780
Salem Investment Counselors
North Carolina
$2.06M -$6.69K -245 -0.3%
WCM
781
Whitener Capital Management
North Carolina
$2.04M -$32.1K -1,176 -2%
ZF
782
Zhang Financial
Michigan
$2.04M +$2.04M +74,728 New
MSS
783
Mitchell Sinkler & Starr
Pennsylvania
$2.04M +$27.3K +1,000 +1%
WWM
784
WT Wealth Management
Arizona
$2.03M -$4.09M -149,888 -67%
FC
785
Fjell Capital
North Dakota
$2.02M +$2.02M +74,027 New
LCM
786
Liberty Capital Management
Michigan
$2.02M -$10.8K -397 -0.5%
National Bank of Canada
787
National Bank of Canada
Quebec, Canada
$2.01M -$561K -20,536 -22%
RMP
788
Richards, Merrill & Peterson
Washington
$2.01M +$2.01M +73,609 New
GWM
789
Geneos Wealth Management
Colorado
$2.01M +$64.1K +2,347 +3%
APIM
790
Agate Pass Investment Management
Washington
$2M -$25.3K -926 -1%
SWP
791
Sagespring Wealth Partners
Tennessee
$2M +$2M +73,125 New
CB
792
Chris Bulman
California
$1.98M +$1.21M +44,344 +159%
IF
793
IRON Financial
Illinois
$1.96M +$66.3K +2,428 +3%
AWS
794
Aspen Wealth Strategies
Colorado
$1.95M +$221K +8,082 +13%
IC
795
IEQ Capital
California
$1.95M +$852K +31,181 +78%
GIA
796
GHP Investment Advisors
Colorado
$1.95M +$79.4K +2,908 +4%
VFA
797
Valeo Financial Advisors
Indiana
$1.94M +$948K +34,687 +96%
BWMG
798
Barnes Wealth Management Group
California
$1.93M +$1.93M +70,792 New
MC
799
Miramar Capital
Illinois
$1.92M +$1.17M +42,825 +155%
CPA
800
Cathy Pareto & Associates
Florida
$1.92M +$1.92M +70,266 New
30 31
32
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