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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 %
MCP
1201
Mirador Capital Partners
California
$546K +$9.48K +347 +2%
HIS
1202
Horizon Investment Services
Indiana
$544K -$97.6K -3,572 -15%
BSTWA
1203
Blake Schutter Theil Wealth Advisors
Ohio
$542K +$1.5K +55 +0.3%
HA
1204
Herold Advisors
New York
$542K +$5.44K +199 +1%
OWM
1205
OneAscent Wealth Management
Alabama
$538K -$115K -4,222 -18%
S
1206
SignatureFD
Georgia
$538K +$13.8K +504 +3%
CSI
1207
Cross Staff Investments
New York
$536K +$62.7K +2,296 +13%
4WM
1208
49 Wealth Management
Texas
$535K -$78.8K -2,883 -13%
PVI
1209
Pine Valley Investments
New Jersey
$534K -$4.13K -151 -0.8%
WSFS
1210
Wilmington Savings Fund Society
Delaware
$533K +$375K +13,734 +238%
CFSG
1211
Community Financial Services Group
Vermont
$533K -$2.83M -103,626 -84%
WP
1212
WMS Partners
Maryland
$532K -$18.5K -677 -3%
CCP
1213
Clarkston Capital Partners
Michigan
$528K -$55 -2 -0%
MA
1214
Mezzasalma Advisors
New Jersey
$527K -$5.44K -199 -1%
CMMS
1215
Comprehensive Money Management Services
Florida
$526K +$526K +19,270 New
PCM
1216
Prospera Capital Management
Arizona
$526K +$526K +19,170 New
TCM
1217
Traynor Capital Management
Pennsylvania
$524K -$47.1K -1,725 -8%
AFA
1218
Atlas Financial Advisors
California
$523K +$76.1K +2,786 +17%
NHT
1219
New Hampshire Trust
New Hampshire
$520K +$520K +19,043 New
CWG
1220
Cornerstone Wealth Group
North Carolina
$520K +$147K +5,397 +40%
WT
1221
Whittier Trust
California
$520K -$3.93K -144 -0.8%
LWA
1222
Lantern Wealth Advisors
New York
$519K +$14.8K +543 +3%
CF
1223
Claris Financial
Virginia
$519K +$519K +18,983 New
ECM
1224
Evergreen Capital Management
Washington
$518K -$109K -3,995 -17%
BFG
1225
Bleakley Financial Group
New Jersey
$517K +$65.4K +2,394 +14%
47 48
49
50 51