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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 %
PFS
851
Prospect Financial Services
New York
$1.58M +$424K +15,511 +37%
WIM
852
WealthPlan Investment Management
Nebraska
$1.58M +$74.1K +2,712 +5%
SWM
853
Segment Wealth Management
Texas
$1.57M – – –
Empower Advisory Group
854
Empower Advisory Group
Colorado
$1.57M -$102K -3,725 -6%
Vanguard Group
855
Vanguard Group
Pennsylvania
$1.56M +$46.2K +1,690 +3%
EAM
856
Evanson Asset Management
California
$1.55M +$347K +12,717 +29%
XPN
857
XY Planning Network
Montana
$1.54M +$1.54M +56,472 New
EFS
858
Essex Financial Services
Connecticut
$1.54M -$2.99M -109,543 -66%
PWSG
859
Pacific Wealth Strategies Group
California
$1.54M +$41.2K +1,507 +3%
APA
860
Astoria Portfolio Advisors
New York
$1.53M -$1.74M -63,303 -53%
WP
861
WealthShield Partners
North Carolina
$1.53M +$150K +5,496 +11%
FVWA
862
Foster Victor Wealth Advisors
South Carolina
$1.53M +$1.53M +54,729 New
MA
863
MAS Advisors
Florida
$1.52M +$452K +16,537 +42%
DWM
864
Dechtman Wealth Management
Colorado
$1.52M +$14.1K +517 +0.9%
OF
865
Outfitter Financial
Maine
$1.52M +$42.8K +1,565 +3%
BCA
866
Bay Colony Advisors
Massachusetts
$1.48M -$7.05K -258 -0.5%
SBIA
867
Sheaff Brock Investment Advisors
Indiana
$1.47M +$91.8K +3,360 +7%
DT
868
Diversified Trust
Tennessee
$1.47M -$30.8K -1,128 -2%
GGS
869
Galvin Gaustad & Stein
Arizona
$1.46M -$13K -474 -0.9%
CWA
870
Core Wealth Advisors
Florida
$1.46M +$121K +4,436 +9%
WHC
871
Wulff, Hansen & Co
California
$1.45M +$24K +880 +2%
CMS
872
Capital Market Strategies
Florida
$1.45M +$28.2K +1,034 +2%
SIAG
873
Signet Investment Advisory Group
Rhode Island
$1.45M +$18.7K +685 +1%
IAIM
874
International Assets Investment Management
Florida
$1.45M +$1.45M +53,049 New
STFP
875
Signal Tree Financial Partners
Ohio
$1.43M +$1.43M +52,456 New
33 34
35
36 37