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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 %
BI
1326
Ballast Inc
Kentucky
$394K -$574 -21 -0.1%
CWM
1327
Castle Wealth Management
Florida
$394K -$6.91K -253 -2%
SLA
1328
Silver Lake Advisory
Utah
$392K +$3.28K +120 +0.8%
VR
1329
Valued Retirements
Texas
$391K – – –
WE
1330
Wealth Effects
Massachusetts
$391K -$1.61K -59 -0.4%
PHWM
1331
Pine Harbor Wealth Management
Maryland
$388K +$11.3K +412 +3%
MAS
1332
Meeder Advisory Services
Ohio
$387K +$163K +5,967 +73%
BSCCG
1333
Blue Sky Capital Consultants Group
California
$387K +$387K +14,172 New
TWM
1334
Topsail Wealth Management
North Carolina
$386K +$386K +14,142 New
SFG
1335
Sovereign Financial Group
Connecticut
$385K +$161K +5,899 +72%
PMFA
1336
Plante Moran Financial Advisors
Michigan
$385K +$156K +5,704 +68%
PFA
1337
Pure Financial Advisors
California
$385K -$91.7K -3,355 -19%
ATPW
1338
Ashton Thomas Private Wealth
Arizona
$384K +$384K +14,062 New
PCP
1339
Proficio Capital Partners
Massachusetts
$383K +$54.8K +2,007 +17%
HWMO
1340
Heritage Wealth Management (Ohio)
Ohio
$382K +$177K +6,475 +86%
BKA
1341
Brick & Kyle Associates
Pennsylvania
$382K -$28.6M -1,047,589 -99%
TIP
1342
Tandem Investment Partners
New Jersey
$381K +$381K +13,962 New
DSCM
1343
Del-Sette Capital Management
New York
$381K – – –
LSL
1344
Legacy Solutions LLC
Pennsylvania
$374K +$374K +13,700 New
CFG
1345
Copley Financial Group
California
$374K +$99.1K +3,628 +36%
SB
1346
Sunflower Bank
Texas
$372K – – –
GWANC
1347
Guardian Wealth Advisors (North Carolina)
North Carolina
$370K +$147K +5,392 +66%
EW
1348
Element Wealth
Mississippi
$370K -$10.3K -378 -3%
WI
1349
Wintrust Investments
Illinois
$370K +$12.4K +453 +3%
TCM
1350
TD Capital Management
Tennessee
$369K +$7.38K +270 +2%
52 53
54
55 56