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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 %
SIC
1151
Sigma Investment Counselors
Michigan
$618K -$4.24K -155 -0.7%
MFG
1152
Magnus Financial Group
New York
$617K +$20.4K +747 +3%
FCMA
1153
Foresight Capital Management Advisors
Michigan
$615K +$58.5K +2,142 +11%
APW
1154
Austin Private Wealth
Texas
$613K -$12.4K -455 -2%
SCTC
1155
Sanibel Captiva Trust Company
Florida
$613K +$148K +5,400 +32%
VPIM
1156
Vanguard Personalized Indexing Management
California
$612K -$546 -20 -0.1%
WCM
1157
Weik Capital Management
Pennsylvania
$610K +$10.2K +375 +2%
CCA
1158
Cobblestone Capital Advisors
New York
$610K +$1.69K +62 +0.3%
CFP
1159
Cascade Financial Partners
California
$608K -$1.19M -43,444 -66%
PWM
1160
Prosperity Wealth Management
California
$606K +$66.6K +2,438 +12%
LC
1161
LCNB Corp
Ohio
$605K +$26K +950 +4%
MCCP
1162
Mission Creek Capital Partners
California
$604K – – –
FW
1163
Fairway Wealth
Ohio
$600K +$600K +21,957 New
AA
1164
AlphaQ Advisors
Florida
$598K +$2.08K +76 +0.3%
TSS
1165
Two Sigma Securities
New York
$597K +$597K +21,851 New
BWA
1166
Bordeaux Wealth Advisors
California
$597K -$27 -1 -0%
TC
1167
TFR Capital
Texas
$595K +$595K +21,773 New
GT
1168
Glenmede Trust
Pennsylvania
$594K +$136K +4,980 +30%
FSC
1169
Full Sail Capital
Oklahoma
$591K -$32.6K -1,193 -5%
AF
1170
Aldebaran Financial
$586K +$586K +21,524 New
MC
1171
Moors & Cabot
Massachusetts
$586K +$33.7K +1,233 +6%
BFC
1172
Bedel Financial Consulting
Indiana
$584K -$4.08K -146 -0.7%
IPAM
1173
Investment Partners Asset Management
New Jersey
$583K -$85.4K -3,126 -13%
BWL
1174
Bogart Wealth LLC
Virginia
$582K +$252K +9,220 +76%
PGF
1175
Plan Group Financial
Oklahoma
$581K -$10.2K -373 -2%
45 46
47
48 49