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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 %
OFS
1176
OMC Financial Services
New York
$581K +$21.2K +774 +4%
PS
1177
Planned Solutions
California
$580K +$47.5K +1,739 +9%
T
1178
Tidemark
California
$579K +$6.64K +243 +1%
CP
1179
Capital Planning
Washington
$579K -$182K -6,674 -24%
NFC
1180
Northstar Financial Companies
Pennsylvania
$577K +$577K +21,120 New
IAG
1181
Investmark Advisory Group
Connecticut
$576K +$1.53K +56 +0.3%
DFG
1182
Delta Financial Group
New Jersey
$574K +$574K +21,001 New
HIM
1183
Harbour Investment Management
Washington
$572K +$572K +20,955 New
DWM
1184
Destination Wealth Management
California
$571K +$174K +6,352 +44%
CAWM
1185
Capital Advisors Wealth Management
Washington
$571K +$88.8K +3,252 +18%
BAAM
1186
Baker Avenue Asset Management
California
$570K -$15.4K -564 -3%
Millennium Management
1187
Millennium Management
New York
$568K -$1.25M -45,904 -69%
FFM
1188
Forum Financial Management
Illinois
$563K +$101K +3,693 +22%
SCA
1189
Sage Capital Advisors
South Dakota
$559K +$2.19K +80 +0.4%
HIC
1190
Holderness Investments Company
North Carolina
$559K -$10.5K -383 -2%
ORC
1191
O'Rourke & Company
Massachusetts
$557K +$4.64K +170 +0.8%
C
1192
Certuity
Florida
$557K +$156K +3,800 +39%
TC
1193
Trilogy Capital
California
$554K +$2.98K +109 +0.5%
FA
1194
FC Advisory
Pennsylvania
$552K +$4.24K +155 +0.8%
CAM
1195
Carret Asset Management
New York
$548K +$73.2K +2,679 +15%
KFA
1196
Kelleher Financial Advisors
New York
$547K – – –
TP
1197
Tranquility Partners
Tennessee
$547K +$11.4K +416 +2%
WCWM
1198
Wooster Corthell Wealth Management
Connecticut
$546K +$546K +20,002 New
PAMG
1199
Patton Albertson Miller Group
Tennessee
$546K -$8.28K -303 -1%
TPW
1200
Tiller Private Wealth
Pennsylvania
$546K -$14.4K -528 -3%
46 47
48
49 50