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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 %
SNBOSD
1376
Security National Bank of So Dak
Iowa
$355K -$7.92K -290 -2%
PPH
1377
Pure Portfolios Holdings
Oregon
$354K +$9.75K +357 +3%
YP
1378
YANKCOM Partnership
South Dakota
$353K +$353K +12,921 New
CE
1379
Cornerstone Enterprises
Wisconsin
$350K -$104K -3,796 -23%
JBA
1380
Johnson Bixby & Associates
Washington
$348K +$109 +4 +0%
OFG
1381
Omega Financial Group
California
$347K -$40.4K -1,480 -10%
EWM
1382
Executive Wealth Management
Michigan
$347K -$37.9K -1,388 -10%
OWP
1383
Obermeyer Wealth Partners
Colorado
$346K – – –
GT
1384
Greenleaf Trust
Michigan
$346K +$21.8K +799 +7%
FWM
1385
Finer Wealth Management
Massachusetts
$345K -$12.3K -449 -3%
GAM
1386
Grandview Asset Management
Pennsylvania
$345K +$345K +12,617 New
NP
1387
NorthRock Partners
Minnesota
$345K -$252K -9,217 -42%
SSW
1388
Stone Summit Wealth
Florida
$343K – – –
GWP
1389
Gateway Wealth Partners
Wisconsin
$341K +$71.1K +2,601 +26%
RFA
1390
Resurgent Financial Advisors
Georgia
$341K -$48.2K -1,763 -12%
SLT
1391
St Louis Trust
Missouri
$341K – – –
WIC
1392
Woodmont Investment Counsel
Tennessee
$340K +$138K +5,035 +68%
WTC
1393
WhitTier Trust Company
Nevada
$339K – – –
PWPS
1394
Pinnacle Wealth Planning Services
Ohio
$339K +$339K +12,407 New
FFA
1395
First Foundation Advisors
California
$338K +$16.3K +597 +5%
AO
1396
Advisor OS
Illinois
$337K +$139K +5,087 +70%
GC
1397
GFG Capital
Florida
$337K – – –
WFA
1398
Wade Financial Advisory
California
$337K +$337K +12,333 New
UWPG
1399
Ullmann Wealth Partners Group
Florida
$336K – – –
FWCM
1400
Ferguson Wellman Capital Management
Oregon
$335K -$7.92K -290 -2%
54 55
56
57 58