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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 %
BWFA
1401
Baltimore-Washington Financial Advisors
Maryland
$335K +$123K +4,485 +58%
RZH
1402
Relyea Zuckerberg Hanson
Connecticut
$333K – – –
RP
1403
Rice Partnership
Hawaii
$333K -$60.3K -2,206 -15%
MG
1404
Mather Group
Illinois
$332K +$77.9K +2,850 +31%
JCM
1405
J2 Capital Management
Michigan
$331K +$331K +12,114 New
SPWM
1406
Straight Path Wealth Management
Michigan
$330K -$41.1K -1,506 -11%
DLCIG
1407
D.L. Carlson Investment Group
New Hampshire
$329K -$198K -7,249 -38%
AA
1408
Armis Advisers
Georgia
$328K +$328K +11,988 New
WP
1409
Westmount Partners
California
$325K +$27 +1 +0%
TC
1410
TAP Consulting
Missouri
$324K +$3.14K +115 +1%
DWM
1411
Drive Wealth Management
Utah
$324K +$46.4K +1,697 +17%
PAM
1412
Pegasus Asset Management
New York
$324K -$464 -17 -0.1%
OL
1413
Owen LaRue
Kentucky
$322K +$1.8K +66 +0.6%
SW
1414
SkyOak Wealth
Michigan
$321K +$321K +11,756 New
MWM
1415
Merriman Wealth Management
Washington
$319K -$92K -3,369 -22%
PHIC
1416
Pine Haven Investment Counsel
Massachusetts
$318K +$95.3K +3,490 +43%
SC
1417
Sepio Capital
Utah
$317K +$111K +4,077 +54%
SPW
1418
Sonoma Private Wealth
California
$316K – – –
NFSG
1419
Newbridge Financial Services Group
Florida
$315K +$315K +11,533 New
NWMG
1420
National Wealth Management Group
Ohio
$315K -$5.05K -185 -2%
AAS
1421
Annex Advisory Services
Wisconsin
$314K -$17.5K -641 -5%
BAM
1422
Bosun Asset Management
Illinois
$314K +$68.3K +2,500 +28%
JC
1423
JB Capital
Connecticut
$314K -$28.7K -1,051 -8%
MAM
1424
Milestone Asset Management
Pennsylvania
$313K +$313K +11,460 New
SFM
1425
Signet Financial Management
New Jersey
$312K -$27.3K -999 -8%
55 56
57
58 59