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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 %
CFP
826
Comprehensive Financial Planning
Pennsylvania
$1.73M +$1.73M +63,464 New
CAM
827
Costello Asset Management
Pennsylvania
$1.72M +$823K +30,135 +92%
TIAA Trust, National Association
828
TIAA Trust, National Association
North Carolina
$1.71M +$269K +9,844 +19%
FA
829
Freestate Advisors
Kansas
$1.7M +$52.9K +1,937 +3%
LA
830
Latitude Advisors
Florida
$1.7M +$185K +6,766 +12%
EFG
831
Embree Financial Group
Illinois
$1.69M -$11.6K -423 -0.7%
Squarepoint
832
Squarepoint
New York
$1.69M -$516K -18,900 -23%
MCM
833
Maple Capital Management
Vermont
$1.69M +$83.6K +3,060 +5%
BFPW
834
BOK Financial Private Wealth
Colorado
$1.68M +$60.5K +2,213 +4%
MWP
835
Meridian Wealth Partners
Pennsylvania
$1.65M -$90.9K -3,327 -5%
NSIM
836
North Star Investment Management
Illinois
$1.65M +$229K +8,400 +16%
FC
837
Fairscale Capital
New Hampshire
$1.65M +$956 +35 +0.1%
ADL
838
Asset Dedication LLC
California
$1.64M -$553K -20,231 -25%
TSWM
839
Tyler-Stone Wealth Management
Ohio
$1.63M +$1.41M +51,673 +640%
KA
840
Kovack Advisors
Florida
$1.62M +$146K +5,349 +10%
WB
841
West Bancorporation
Iowa
$1.62M -$33.4K -1,221 -2%
WWA
842
Wingate Wealth Advisors
Massachusetts
$1.61M +$1.61M +58,962 New
RF
843
RHS Financial
California
$1.61M -$74.9K -2,740 -4%
WFG
844
Wills Financial Group
Virginia
$1.61M +$34K +1,244 +2%
MA
845
Modus Advisors
Minnesota
$1.6M -$3.42K -125 -0.2%
TFA
846
Teamwork Financial Advisors
Texas
$1.59M -$132K -4,841 -8%
MTIC
847
Missouri Trust & Investment Company
Missouri
$1.58M -$24.9K -912 -2%
UAG
848
United Advisor Group
Ohio
$1.58M +$176K +6,441 +13%
PFGIA
849
Patriot Financial Group Insurance Agency
Massachusetts
$1.58M +$90.8K +3,470 +6%
Kovitz Investment Group Partners
850
Kovitz Investment Group Partners
Illinois
$1.58M +$159K +5,809 +11%
32 33
34
35 36