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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 %
CPA
1051
Clear Point Advisors
New York
$809K +$3.77K +138 +0.5%
VCAM
1052
Van Cleef Asset Management
Ohio
$808K +$7.43K +272 +0.9%
LC
1053
Landaas & Company
Wisconsin
$806K – – –
RCWM
1054
Red Crane Wealth Management
California
$800K +$800K +29,297 New
WMWM
1055
Wilkins Miller Wealth Management
Alabama
$794K +$794K +29,055 New
CWM
1056
CCG Wealth Management
California
$792K -$133K -4,875 -14%
GC
1057
Grimes & Company
Massachusetts
$785K +$25.2K +923 +3%
TIA
1058
Traphagen Investment Advisors
New Jersey
$784K -$279K -10,211 -26%
First Trust Advisors
1059
First Trust Advisors
Illinois
$783K +$783K +28,650 New
BCM
1060
Brasada Capital Management
Texas
$780K – – –
SPWM
1061
Schrum Private Wealth Management
Florida
$780K -$765K -28,000 -50%
BCMLT
1062
Beacon Capital Management LLC (Tennessee)
Tennessee
$779K -$54.1K -1,980 -6%
RFW
1063
Rainier Family Wealth
Washington
$773K +$773K +28,306 New
SWA
1064
Strategies Wealth Advisors
Michigan
$772K -$7.5K -271 -1%
VCWA
1065
Vanguard Capital Wealth Advisors
Colorado
$770K +$66.9K +2,448 +10%
BF
1066
Bonfire Financial
Colorado
$763K +$763K +27,918 New
BPWM
1067
Badgley Phelps Wealth Managers
Washington
$762K -$71.8K -2,629 -9%
MBI
1068
May Barnhard Investments
Maryland
$762K +$183K +6,691 +32%
LWM
1069
Level Wealth Management
North Carolina
$760K +$760K +27,836 New
I
1070
INVST
Indiana
$758K -$3.91K -143 -0.5%
VAS
1071
Valicenti Advisory Services
New York
$757K +$190K +6,958 +34%
KWM
1072
KFG Wealth Management
Indiana
$753K +$180K +6,581 +31%
AT
1073
American Trust
Kentucky
$746K +$746K +27,294 New
BONH
1074
Bank of New Hampshire
New Hampshire
$745K +$2.73K +100 +0.4%
BIM
1075
Baldwin Investment Management
Pennsylvania
$743K -$489K -17,900 -40%
41 42
43
44 45