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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 %
CSA
976
Cottage Street Advisors
Massachusetts
$1.01M -$10.8K -397 -1%
CCFM
977
Clear Creek Financial Management
Washington
$1.01M -$32.5K -1,188 -3%
CHJWM
978
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1M -$1.84M -65,975 -65%
ES
979
ETF Store
Kansas
$996K +$140K +5,142 +16%
HIP
980
HUB Investment Partners
Texas
$994K -$29.8K -1,090 -3%
MM
981
Meridian Management
Arkansas
$990K +$2.98K +109 +0.3%
BAWC
982
Boyce & Associates Wealth Consulting
Texas
$988K +$37.4K +1,369 +4%
AWA
983
Aaron Wealth Advisors
Illinois
$988K -$5.9K -216 -0.6%
SWA
984
SOA Wealth Advisors
New York
$979K -$47.4K -1,734 -5%
BWM
985
Buska Wealth Management
Wisconsin
$973K +$20.9K +764 +2%
MWP
986
Madison Wealth Partners
Wisconsin
$970K +$8.28K +303 +0.9%
CCM
987
Colorado Capital Management
Colorado
$966K +$15.7K +573 +2%
CW
988
Code Waechter
Florida
$963K +$1.59K +58 +0.2%
SP
989
SWS Partners
Ohio
$961K +$30.9K +1,131 +3%
SC
990
Soundwatch Capital
Connecticut
$959K +$196K +7,179 +26%
FWP
991
FAS Wealth Partners
Kansas
$953K -$33.3K -1,220 -3%
PP
992
Patten & Patten
Tennessee
$952K +$111K +4,073 +13%
WB
993
Webster Bank
Connecticut
$950K – – –
ODIJL
994
One Day In July LLC
Vermont
$949K +$267K +9,777 +39%
NCM
995
Narwhal Capital Management
Georgia
$948K – – –
BCMO
996
Buckingham Capital Management (Ohio)
Ohio
$943K -$322K -11,804 -25%
CMBA
997
C.M. Bidwell & Associates
Hawaii
$943K – – –
BFA
998
Beaumont Financial Advisors
Massachusetts
$928K -$33.1K -1,210 -3%
EGM
999
Engineers Gate Manager
New York
$927K +$927K +33,949 New
CCM
1000
Coldstream Capital Management
Washington
$918K -$40.4K -1,479 -4%
38 39
40
41 42