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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 %
KFP
1076
KMG Fiduciary Partners
Ohio
$740K +$65.7K +2,404 +10%
GS
1077
GWN Securities
Florida
$737K +$737K +26,334 New
PA
1078
Prossimo Advisors
California
$733K – – –
GHA
1079
GW Henssler & Associates
Georgia
$731K -$1.46M -17,298 -67%
CA
1080
CGN Advisors
Kansas
$729K -$81.7K -2,989 -10%
RRWA
1081
Rainey & Randall Wealth Advisors
Florida
$720K +$2.4K +88 +0.3%
FC
1082
Fusion Capital
South Carolina
$718K -$71.3K -2,610 -9%
SAM
1083
Sawgrass Asset Management
Florida
$718K – – –
FP
1084
Financial Perspectives
Minnesota
$717K +$167K +6,122 +30%
SWRP
1085
Summit Wealth & Retirement Planning
California
$715K -$12.2K -445 -2%
PFBT
1086
Parkside Financial Bank & Trust
Missouri
$715K -$21.2K -775 -3%
GWM
1087
Greenhouse Wealth Management
Connecticut
$713K -$94K -3,439 -12%
EI
1088
Ellevest Inc
New York
$713K -$42K -1,537 -6%
GWSG
1089
GPS Wealth Strategies Group
Colorado
$713K +$16.6K +609 +2%
BIG
1090
Builder Investment Group
Georgia
$711K +$902 +33 +0.1%
LWM
1091
Lyell Wealth Management
California
$711K -$68.4K -2,503 -9%
FNBT
1092
FineMark National Bank & Trust
Florida
$711K -$11.5K -420 -2%
CD
1093
Chapin Davis
Maryland
$710K -$1.42M -16,794 -67%
RIL
1094
Rothschild Investment LLC
Illinois
$707K +$16.1K +589 +2%
NC
1095
Napatree Capital
Rhode Island
$705K +$3.31K +121 +0.5%
TPW
1096
Transatlantique Private Wealth
New York
$704K +$18K +658 +3%
CMAI
1097
Capital Management Associates Inc
Minnesota
$704K +$5.03K +184 +0.7%
LF
1098
LifePlan Financial
Minnesota
$702K -$35.1K -1,284 -5%
WC
1099
Wolfstich Capital
Massachusetts
$702K +$702K +25,692 New
SPL
1100
Smart Portfolios LLC
Washington
$702K -$8.55K -313 -1%
42 43
44
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