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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 %
CI
1001
CacheTech Inc
Utah
$917K +$62.2K +2,279 +7%
AWM
1002
Adams Wealth Management
Utah
$917K +$62.2K +2,279 +7%
AFO
1003
Allie Family Office
Florida
$916K +$126K +4,603 +16%
SW
1004
Simplicity Wealth
New Jersey
$912K -$1.65M -60,400 -64%
AA
1005
Ancora Advisors
Ohio
$902K +$148K +5,431 +20%
BAM
1006
Bellevue Asset Management
Washington
$901K +$81.5K +2,982 +10%
CA
1007
Clune & Associates
Illinois
$901K +$901K +32,964 New
SIMC
1008
Squire Investment Management Company
Utah
$897K +$295K +10,790 +49%
Lido Advisors
1009
Lido Advisors
California
$897K +$568K +20,780 +173%
HKIM
1010
Hayek Kallen Investment Management
Alabama
$896K -$8.61K -315 -1%
FNBTCON
1011
First National Bank & Trust Co of Newtown
Pennsylvania
$894K +$4.1K +150 +0.5%
PB
1012
Pinnacle Bancorp
Nebraska
$889K -$64.6K -2,364 -7%
IWP
1013
Insight Wealth Partners
Texas
$888K -$134K -4,915 -13%
DC
1014
Darrow Company
Massachusetts
$884K +$8.39K +307 +1%
IFWM
1015
Institute for Wealth Management
Colorado
$882K +$52.7K +1,929 +6%
ACM
1016
Argent Capital Management
Missouri
$881K +$881K +32,253 New
CCM
1017
Crew Capital Management
Ohio
$879K -$583K -21,333 -40%
NCM
1018
Next Capital Management
New York
$877K +$20.6K +753 +2%
CAGAS
1019
Capital Advisory Group Advisory Services
Minnesota
$877K +$877K +32,092 New
CWM
1020
Cornerstone Wealth Management
Missouri
$876K +$27.5K +1,008 +3%
PJSIMP
1021
P.J. Schmidt Investment Management (PJS)
Wisconsin
$876K -$104K -3,824 -11%
FFG
1022
First Financial Group
North Carolina
$875K +$875K +32,032 New
BC
1023
Barnett & Company
Tennessee
$873K +$23K +842 +3%
IWM
1024
Iams Wealth Management
Nebraska
$869K +$368K +13,487 +74%
PAS
1025
PKS Advisory Services
New York
$864K +$864K +31,617 New
39 40
41
42 43