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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 %
MWM
1026
Modera Wealth Management
New Jersey
$863K -$36.9K -1,351 -4%
B
1027
Bailard
California
$862K -$85.6K -3,134 -9%
SP
1028
Stonebrook Private
Michigan
$861K -$17.7K -648 -2%
Susquehanna International Group
1029
Susquehanna International Group
Pennsylvania
$858K -$3.7M -135,543 -81%
BCWM
1030
Bartlett & Co Wealth Management
Ohio
$856K -$56.4K -2,064 -6%
DP
1031
DDD Partners
Washington
$854K +$10.4K +382 +1%
WAM
1032
Wernau Asset Management
Massachusetts
$853K +$853K +31,209 New
SAM
1033
SignalPoint Asset Management
Missouri
$851K +$25.2K +923 +3%
MHS
1034
M Holdings Securities
Oregon
$851K +$851K +31,142 New
FCM
1035
Firestone Capital Management
Florida
$848K +$45.1K +1,652 +6%
ACM
1036
Avalon Capital Management
California
$848K – – –
LIM
1037
Loudon Investment Management
New Hampshire
$847K +$154K +5,635 +22%
MSAM
1038
Moloney Securities Asset Management
Missouri
$846K -$20.7K -756 -2%
FA
1039
Faithward Advisors
Pennsylvania
$844K +$649K +23,746 +332%
MFG
1040
MidWestOne Financial Group
Iowa
$839K +$839K +30,718 New
WAL
1041
W Advisors LLC
Tennessee
$838K +$112K +4,095 +15%
WA
1042
Wealth Alliance
New York
$833K -$7.92K -290 -0.9%
RWM
1043
Rench Wealth Management
Texas
$833K +$37.7K +1,379 +5%
SA
1044
Sunesis Advisors
Kansas
$831K +$55 +2 +0%
AWA
1045
Arete Wealth Advisors
Illinois
$823K +$231K +8,443 +39%
RPGK
1046
Retirement Planning Group (Kansas)
Kansas
$819K +$185K +6,759 +29%
SFG
1047
Sage Financial Group
Pennsylvania
$819K -$8.11K -297 -1%
SHGA
1048
Sand Hill Global Advisors
California
$817K – – –
OC
1049
Oarsman Capital
Wisconsin
$817K -$66.6K -2,436 -8%
DOA
1050
D'Orazio & Associates
Virginia
$816K -$38.8K -1,421 -5%
40 41
42
43 44