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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 %
CWA
876
Clearview Wealth Advisors
Oregon
$1.43M -$323K -11,840 -18%
EWA
877
Elevate Wealth Advisory
Georgia
$1.43M +$219K +8,152 +18%
RFN
878
RDA Financial Network
Iowa
$1.42M +$78.8K +2,885 +6%
SWP
879
Semus Wealth Partners
Florida
$1.41M -$9.67K -354 -0.7%
EFG
880
Ehrlich Financial Group
California
$1.41M +$164K +6,011 +13%
BDFN
881
Bond & Devick Financial Network
Minnesota
$1.41M -$2.82M -33,302 -67%
CFG
882
Chapman Financial Group
Hawaii
$1.41M +$1.41M +51,430 New
IIC
883
Ironwood Investment Counsel
Arizona
$1.4M +$12.3K +452 +0.9%
WI
884
Westbourne Investments
Virginia
$1.4M +$1.4M +51,320 New
RW
885
Rockport Wealth
Ohio
$1.4M -$2.59M -31,691 -65%
CGL
886
Clarius Group LLC
Washington
$1.39M +$210K +7,683 +18%
CIA
887
Compass Ion Advisors
Pennsylvania
$1.39M +$53.7K +1,965 +4%
JIC
888
Joel Isaacson & Co
New York
$1.39M +$155K +5,684 +13%
ARG
889
Advisory Resource Group
Oklahoma
$1.37M +$15.3K +560 +1%
SWP
890
Summit Wealth Partners
Florida
$1.37M -$61K -2,234 -4%
AL
891
Aspiriant LLC
California
$1.37M +$118K +4,304 +9%
JCFM
892
JBR Co Financial Management
Oklahoma
$1.36M +$166K +6,063 +14%
OFS
893
OneAscent Financial Services
Alabama
$1.36M +$1.36M +49,832 New
GJIA
894
Glass Jacobson Investment Advisors
Maryland
$1.36M -$54.9K -2,009 -4%
PL
895
Plancorp LLC
Missouri
$1.35M -$28.2K -1,033 -2%
FCH
896
Freestone Capital Holdings
Washington
$1.35M -$54.2K -1,985 -4%
AG
897
AmeriFlex Group
Nevada
$1.34M +$1.34M +48,233 New
SA
898
Stewardship Advisors
Pennsylvania
$1.33M -$163K -5,962 -11%
RW
899
REDW Wealth
New Mexico
$1.33M +$1.33M +48,503 New
NA
900
Note Advisors
New York
$1.32M +$1.32M +48,385 New
34 35
36
37 38