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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 %
IAP
801
Indie Asset Partners
Indiana
$1.92M +$16.8K +615 +0.9%
DTC
802
Davidson Trust Company
Washington
$1.91M +$74.1K +2,711 +4%
EWM
803
Empirical Wealth Management
Washington
$1.9M +$105K +3,836 +6%
KWA
804
Kingswood Wealth Advisors
California
$1.87M -$6.06M -221,704 -76%
JCM
805
Janney Capital Management
Pennsylvania
$1.86M -$87.4K -3,200 -4%
NGA
806
Naples Global Advisors
Florida
$1.86M -$26.4K -967 -1%
O3W
807
Omni 360 Wealth
New Jersey
$1.85M +$15.9K +581 +0.9%
BWP
808
BlueStem Wealth Partners
Minnesota
$1.85M +$1.85M +67,774 New
HC
809
Hurley Capital
New York
$1.85M +$1.85M +67,408 New
VCM
810
Vivaldi Capital Management
Illinois
$1.84M +$388K +13,635 +27%
TF
811
Trek Financial
Arizona
$1.84M -$577K -21,137 -24%
LF
812
LifeSteps Financial
California
$1.84M +$106K +3,881 +6%
GK
813
Graney & King
New York
$1.84M +$1.84M +67,364 New
RMAM
814
Raab & Moskowitz Asset Management
New Jersey
$1.83M -$69.1K -2,531 -4%
SF
815
Safeguard Financial
Wisconsin
$1.82M +$224K +8,205 +14%
CRI
816
Commonwealth Retirement Investments
Virginia
$1.82M -$220K -8,053 -11%
PA
817
Planning Alternatives
Michigan
$1.82M -$50.9K -1,863 -3%
CCB
818
Cutter & Co Brokerage
Missouri
$1.81M +$22.2K +811 +1%
GAA
819
Guardian Asset Advisors
Pennsylvania
$1.81M +$578K +21,144 +47%
PPW
820
Pasadena Private Wealth
California
$1.81M +$24.9K +911 +1%
VP
821
Verum Partners
North Carolina
$1.8M -$16K -586 -0.9%
FA
822
Fiducient Advisors
Illinois
$1.8M -$55.5K -2,033 -3%
GFG
823
Grantvest Financial Group
New Jersey
$1.77M +$1.77M +64,889 New
APW
824
Aurora Private Wealth
New Jersey
$1.74M -$119K -4,353 -6%
PAG
825
Private Advisory Group
Washington
$1.74M -$153K -5,615 -8%
31 32
33
34 35