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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 %
AIC
1276
Argus Investors Counsel
New York
$445K +$54.1K +1,980 +14%
HOWA
1277
Heritage Oak Wealth Advisors
Florida
$442K +$442K +16,179 New
WHG
1278
Westwood Holdings Group
Texas
$442K -$27 -1 -0%
LRPA
1279
L. Roy Papp & Associates
Arizona
$439K -$8.93K -327 -2%
PWC
1280
PYA Waltman Capital
Tennessee
$437K +$437K +16,000 New
WA
1281
Wealthstar Advisors
Texas
$437K +$437K +15,978 New
NFC
1282
Northeast Financial Consultants
Connecticut
$436K – – –
SWM
1283
SK Wealth Management
Rhode Island
$435K -$882K -32,289 -67%
CAM
1284
Concorde Asset Management
Michigan
$434K +$124K +4,535 +40%
SWMG
1285
Sanchez Wealth Management Group
Florida
$432K +$27 +1 +0%
CP
1286
Cornerstone Planning
North Carolina
$431K +$431K +15,773 New
BWM
1287
Brown Wealth Management
Illinois
$431K +$431K +15,773 New
HP
1288
Holistic Planning
Texas
$430K -$50.8K -1,858 -11%
CQWA
1289
Chokshi & Queen Wealth Advisors
California
$430K +$430K +15,735 New
GSWM
1290
Golden State Wealth Management
California
$429K +$429K +15,689 New
FSA
1291
Fort Sheridan Advisors
Illinois
$429K +$37.7K +1,380 +10%
CCA
1292
Carrera Capital Advisors
Michigan
$429K +$107K +3,916 +33%
HCM
1293
Howland Capital Management
Massachusetts
$427K -$65.6K -2,400 -13%
RWM
1294
Riverbend Wealth Management
South Carolina
$426K +$426K +15,601 New
1SB
1295
1ST Source Bank
Indiana
$425K -$1.78K -65 -0.4%
PA
1296
Procyon Advisors
Connecticut
$423K -$47.4K -1,736 -10%
TFGT
1297
TS Financial Group (TSFG)
Illinois
$423K -$5.14K -188 -1%
LA
1298
Lane & Associates
New Jersey
$421K +$421K +15,143 New
TSWM
1299
Triangle Securities Wealth Management
North Carolina
$421K +$421K +15,397 New
SA
1300
Strategic Advocates
Utah
$420K -$401K -14,681 -49%
50 51
52
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