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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 %
GF
951
Gries Financial
Ohio
$1.11M -$41.7K -1,527 -4%
MWP
952
Meriwether Wealth & Planning
Louisiana
$1.11M +$1.11M +40,689 New
RRA
953
Round Rock Advisors
Connecticut
$1.11M +$575K +21,048 +107%
TCA
954
Transcend Capital Advisors
New Jersey
$1.1M -$2.25M -82,175 -67%
RFP
955
Root Financial Partners
California
$1.09M +$882K +32,283 +415%
AIA
956
Ally Invest Advisors
North Carolina
$1.09M -$47.6K -1,743 -4%
MSWM
957
McGlone Suttner Wealth Management
Wisconsin
$1.09M -$129K -4,729 -11%
BTWM
958
Baker Tilly Wealth Management
Wisconsin
$1.09M -$145K -5,307 -12%
CWM
959
Centricity Wealth Management
Ohio
$1.09M +$1.09M +39,747 New
WCFA
960
Walkner Condon Financial Advisors
Wisconsin
$1.08M -$19.2K -701 -2%
ACM
961
Advance Capital Management
Michigan
$1.08M +$174K +6,385 +19%
BlackRock
962
BlackRock
New York
$1.08M +$695K +25,443 +182%
ACA
963
Atlas Capital Advisors
Wyoming
$1.07M +$39.6K +1,449 +4%
DI
964
Disciplined Investors
Texas
$1.07M +$1.07M +39,121 New
JFG
965
JMG Financial Group
Illinois
$1.06M -$12.6K -461 -1%
Financial Engines Advisors
966
Financial Engines Advisors
California
$1.06M +$317K +11,611 +43%
WTFG
967
Wood Tarver Financial Group
Idaho
$1.06M +$1.06M +38,676 New
MWA
968
Moser Wealth Advisors
Washington
$1.06M +$263K +9,625 +33%
CWM
969
Collaborative Wealth Management
Florida
$1.05M +$219 +8 +0%
RK
970
Rather & Kittrell
Tennessee
$1.05M – – –
FCIM
971
Fairview Capital Investment Management
California
$1.04M +$295K +10,816 +40%
CNFG
972
Creegan & Nassoura Financial Group
New Hampshire
$1.04M -$87.6K -3,207 -8%
MWM
973
Maridea Wealth Management
New York
$1.03M +$1.03M +37,854 New
VFG
974
Valley Financial Group
Pennsylvania
$1.03M +$5.27K +193 +0.5%
MFA
975
Morling Financial Advisors
California
$1.03M – – –
37 38
39
40 41