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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 %
LBC
1101
Lowe Brockenbrough & Co
Virginia
$698K -$39.6K -1,449 -5%
QFA
1102
Quantum Financial Advisors
California
$696K +$696K +25,482 New
LAIC
1103
Lederer & Associates Investment Counsel
California
$695K – – –
MCA
1104
Maryland Capital Advisors
Maryland
$695K +$695K +25,436 New
GBWM
1105
Granite Bay Wealth Management
New Hampshire
$694K +$694K +25,390 New
BCG
1106
Breakwater Capital Group
New Jersey
$694K +$25.3K +927 +4%
NSAM
1107
North Star Asset Management
Wisconsin
$691K +$19K +696 +3%
SHJ
1108
Sharkey, Howes & Javer
Colorado
$690K +$17.7K +649 +3%
SPA
1109
Sentinel Pension Advisors
Massachusetts
$689K +$17.3K +634 +3%
AIM
1110
Advyzon Investment Management
Illinois
$688K +$688K +25,186 New
JFGIW
1111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$687K -$25.9K -930 -4%
FLPIM
1112
F.L. Putnam Investment Management
Massachusetts
$686K +$25.7K +942 +4%
KFI
1113
Key Financial Inc
Pennsylvania
$684K – – –
CC
1114
Cypress Capital
Tennessee
$683K -$3.43M -125,464 -83%
MAG
1115
Members Advisory Group
New York
$682K -$19.7M -720,785 -97%
CPIA
1116
Cornell Pochily Investment Advisors
New York
$680K +$18.4K +674 +3%
PPWM
1117
Perissos Private Wealth Management
Oklahoma
$678K +$19.5K +713 +3%
FFC
1118
First Financial Corp
Indiana
$673K -$8.2K -300 -1%
AP
1119
Appleton Partners
Massachusetts
$673K -$20.6K -755 -3%
KIM
1120
Kestra Investment Management
Texas
$671K -$775K -28,359 -54%
FIG
1121
FSA Investment Group
Florida
$666K +$666K +24,217 New
NHC
1122
Nicholas Hoffman & Company
Georgia
$665K +$23K +841 +4%
FRA
1123
Front Row Advisors
California
$664K +$30.8K +1,128 +5%
SIMG
1124
Sonora Investment Management Group
Arizona
$662K +$73.2K +2,678 +12%
EIP
1125
Ellis Investment Partners
Pennsylvania
$660K +$116K +4,237 +21%
43 44
45
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