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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 %
DWP
1351
Daymark Wealth Partners
Ohio
$369K -$5.11K -187 -1%
OFS
1352
Oldfather Financial Services
Nebraska
$368K -$15.1K -551 -4%
BWP
1353
Bernardo Wealth Planning
Pennsylvania
$366K -$691K -25,598 -65%
TA
1354
TFG Advisers
Michigan
$366K +$45.5K +1,666 +14%
GCM
1355
Generation Capital Management
New York
$365K +$365K +13,350 New
UFA
1356
Uptown Financial Advisors
Texas
$365K +$365K +13,350 New
CAG
1357
Compass Advisory Group
New York
$364K +$2.32K +85 +0.6%
SC
1358
Stephens Consulting
Michigan
$364K -$302K -11,061 -45%
ONSWM
1359
Old North State Wealth Management
North Carolina
$364K +$1.07K +39 +0.3%
SWM
1360
Shakespeare Wealth Management
Wisconsin
$363K +$10.2K +373 +3%
AA
1361
AlphaMark Advisors
Kentucky
$363K +$11.2K +408 +3%
HT
1362
Heritage Trust
Oklahoma
$362K +$362K +13,242 New
HKIMG
1363
Hutchens & Kramer Investment Management Group
Indiana
$361K +$16.3K +598 +5%
ODG
1364
O'Dell Group
Ohio
$359K -$710 -26 -0.2%
CAG
1365
Centerpoint Advisory Group
Kansas
$359K +$359K +13,125 New
ME
1366
McIlrath & Eck
Washington
$358K -$129K -4,717 -26%
RWM
1367
RKL Wealth Management
Pennsylvania
$358K -$18.9K -691 -5%
CCFCSB
1368
Cape Cod Five Cents Savings Bank
Massachusetts
$358K -$716K -8,470 -67%
CC
1369
Citrine Capital
California
$358K +$358K +13,089 New
PCA
1370
Prosperity Capital Advisors
Ohio
$358K -$203K -7,441 -36%
HWP
1371
Heritage Wealth Partners
Ohio
$357K +$3.31K +121 +0.9%
PWM
1372
Partners Wealth Management
California
$357K +$357K +13,061 New
HWM
1373
Heirloom Wealth Management
Colorado
$356K -$56.1K -2,052 -14%
NC
1374
NovaPoint Capital
Georgia
$356K – – –
FFB
1375
First Financial Bankshares
Texas
$355K +$355K +13,010 New
53 54
55
56 57