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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 %
BWM
901
BNC Wealth Management
Oregon
$1.32M -$35.1K -1,286 -3%
NFTC
902
North Forty Two & Co
Oregon
$1.32M +$1.32M +48,158 New
TWM
903
Thrive Wealth Management
Pennsylvania
$1.31M +$19.7K +721 +2%
QCM
904
QRG Capital Management
Illinois
$1.31M +$48.2K +1,766 +4%
EWM
905
Evergreen Wealth Management
Michigan
$1.31M -$90.2K -3,302 -6%
WCM
906
WealthBridge Capital Management
Ohio
$1.3M +$37.2K +1,360 +3%
RCWM
907
Royal Capital Wealth Management
Indiana
$1.3M +$2.32K +85 +0.2%
TNBTD
908
Trustmark National Bank Trust Department
Mississippi
$1.29M -$820 -30 -0.1%
ECA
909
Elevation Capital Advisory
Oregon
$1.28M +$87.2K +3,191 +7%
GI
910
Gradient Investments
Minnesota
$1.28M +$9.73K +356 +0.8%
PWM
911
Paulson Wealth Management
Illinois
$1.28M -$117K -4,299 -8%
VWM
912
Valley Wealth Managers
New Jersey
$1.27M +$5.6K +205 +0.4%
RGF
913
Retirement Guys Formula
Ohio
$1.27M +$3.63K +133 +0.3%
DAS
914
Diversify Advisory Services
Utah
$1.26M -$2.24M -83,042 -64%
MWM
915
MBE Wealth Management
Wisconsin
$1.26M +$17K +624 +1%
QCM
916
Quantinno Capital Management
New York
$1.26M +$628K +22,998 +99%
WMA
917
West Michigan Advisors
Michigan
$1.25M +$6.23K +228 +0.5%
KCM
918
Kanawha Capital Management
Virginia
$1.25M -$99.3K -3,635 -7%
SFC
919
SYM Financial Corp
Indiana
$1.25M -$159K -5,802 -11%
RWP
920
RWA Wealth Partners
Massachusetts
$1.24M +$65.4K +2,393 +6%
BW
921
BXM Wealth
Colorado
$1.23M +$1.23M +45,203 New
NG
922
Novem Group
New York
$1.23M +$1.23M +45,187 New
First Manhattan
923
First Manhattan
New York
$1.23M – – –
MMHP
924
Murphy Middleton Hinkle & Parker
Georgia
$1.23M +$40.4K +1,478 +3%
DQRIM
925
Dale Q Rice Investment Management
Washington
$1.23M +$1.23M +45,006 New
35 36
37
38 39