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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 %
FFA
926
Founders Financial Alliance
North Carolina
$1.23M -$31.3K -1,147 -2%
IA
927
IFG Advisory
Georgia
$1.22M +$375K +13,733 +44%
LIA
928
LS Investment Advisors
Michigan
$1.22M +$366K +13,405 +43%
MAMG
929
Milestone Asset Management Group
Connecticut
$1.21M +$1.21M +44,446 New
HNB
930
Hilltop National Bank
Wyoming
$1.21M +$15.2K +556 +1%
TCM
931
TruNorth Capital Management
Michigan
$1.21M +$164 +6 +0%
MW
932
Marcum Wealth
Ohio
$1.21M +$5.46K +200 +0.5%
SWM
933
Sagace Wealth Management
Florida
$1.21M -$2.71M -99,231 -69%
AWG
934
Altus Wealth Group
Colorado
$1.21M +$80.8K +2,959 +7%
CAMG
935
CWA Asset Management Group
Florida
$1.21M +$6.34K +232 +0.5%
FWSM
936
First Wilshire Securities Management
California
$1.2M – – –
BB
937
Bell Bank
North Dakota
$1.2M +$1M +36,660 +512%
VC
938
Vicus Capital
Pennsylvania
$1.2M +$118K +4,320 +11%
MPCL
939
My Personal CFO LLC
Washington
$1.17M +$408K +14,943 +53%
CAI
940
Capital Advisors Inc
Oklahoma
$1.16M +$42.6K +1,561 +4%
MSA
941
Marino Stram & Associates
Massachusetts
$1.16M +$3.99K +146 +0.3%
PCMC
942
Private Capital Management (Colorado)
Colorado
$1.15M +$72.6K +2,656 +7%
NAM
943
NorthCrest Asset Manangement
Minnesota
$1.15M +$1.69K +62 +0.1%
MC
944
Montag & Caldwell
Georgia
$1.15M +$819K +29,971 +246%
Fisher Asset Management
945
Fisher Asset Management
Washington
$1.15M +$41.9K +1,532 +4%
FMII
946
Farmers & Merchants Investments Inc
Nebraska
$1.14M +$4.59K +168 +0.4%
SLWA
947
San Luis Wealth Advisors
California
$1.13M +$79.5K +2,910 +8%
EFG
948
Ethos Financial Group
Pennsylvania
$1.12M +$200K +7,338 +22%
OFG
949
Orcam Financial Group
California
$1.12M +$60.5K +2,214 +6%
YWM
950
Yoder Wealth Management
California
$1.11M -$31.1K -1,140 -3%
36 37
38
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