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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 %
AFW
1126
Avantra Family Wealth
Pennsylvania
$659K +$659K +24,140 New
PA
1127
Promethium Advisors
Maryland
$658K -$29K -1,062 -4%
PIWA
1128
Prevail Innovative Wealth Advisors
Kansas
$654K +$257K +9,409 +65%
RWP
1129
Ridgecrest Wealth Partners
California
$654K +$70.4K +2,576 +12%
ZIM
1130
Zacks Investment Management
Illinois
$652K +$71.9K +2,631 +12%
MWM
1131
Maripau Wealth Management
Indiana
$652K +$652K +23,868 New
CPA
1132
Cardiff Park Advisors
California
$651K +$363K +13,288 +126%
CT
1133
Colonial Trust
South Carolina
$651K +$222K +8,150 +52%
DWMS
1134
Dominguez Wealth Management Solutions
Virginia
$651K +$2.16K +79 +0.3%
FWA
1135
FSM Wealth Advisors
Ohio
$650K +$14.8K +532 +2%
WTA
1136
Washington Trust Advisors
Massachusetts
$641K +$216K +7,891 +51%
KIM
1137
Kane Investment Management
California
$638K +$638K +23,369 New
FPGT
1138
Financial Partners Group (Tennessee)
Tennessee
$635K +$2.02K +74 +0.3%
DWA
1139
Delap Wealth Advisory
Oregon
$634K +$634K +23,219 New
JFG
1140
Jefferies Financial Group
New York
$628K -$9.34K -342 -1%
FC
1141
Fulcrum Capital
Washington
$628K – – –
BTI
1142
Blue Trust Inc
Georgia
$626K -$556K -20,356 -47%
MWM
1143
Mission Wealth Management
California
$626K +$85.4K +3,127 +16%
PWP
1144
Precedent Wealth Partners
Texas
$626K -$69.1K -2,529 -10%
Federated Hermes
1145
Federated Hermes
Pennsylvania
$624K – – –
SAM
1146
SP Asset Management
California
$624K +$5.82K +213 +0.9%
Russell Investments Group
1147
Russell Investments Group
United Kingdom
$621K +$115K +4,216 +23%
GAM
1148
Gemmer Asset Management
California
$620K +$5.66K +207 +0.9%
FPWM
1149
FSB Premier Wealth Management
Iowa
$619K -$17.9K -654 -3%
SL
1150
Salomon & Ludwin
Virginia
$618K -$4.75K -174 -0.8%
44 45
46
47 48