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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 %
LSIA
1426
LaSalle St. Investment Advisors
Illinois
$312K +$10.8K +397 +4%
FWM
1427
Fonville Wealth Management
Virginia
$310K +$27 +1 +0%
SWMG
1428
Stillwater Wealth Management Group
Florida
$310K +$310K +11,330 New
RWA
1429
River Wealth Advisors
Pennsylvania
$307K -$18.3K -671 -6%
CWA
1430
Cura Wealth Advisors
Illinois
$305K +$305K +11,177 New
MW
1431
MBL Wealth
North Carolina
$302K -$34.2K -1,252 -10%
KIC
1432
Keating Investment Counselors
Florida
$300K -$81.3K -2,975 -21%
AFAS
1433
Acorn Financial Advisory Services
Virginia
$300K -$8.52K -312 -3%
BFA
1434
Beacon Financial Advisory
Ohio
$299K +$26.2K +960 +10%
FA
1435
Flagstar Advisors
New York
$297K +$2.76K +101 +0.9%
MSCM
1436
McElhenny Sheffield Capital Management
Texas
$295K – – –
NWM
1437
Northcape Wealth Management
New York
$295K – – –
NEWAS
1438
N.E.W. Advisory Services
Wisconsin
$295K +$17.3K +635 +6%
CGA
1439
Crescent Grove Advisors
Illinois
$295K +$1.78K +65 +0.6%
LGWM
1440
Litman Gregory Wealth Management
California
$294K +$294K +10,773 New
HA
1441
HFG Advisors
Ohio
$294K – – –
FM
1442
Foster & Motley
Ohio
$294K -$8.17K -299 -3%
TH
1443
Team Hewins
California
$294K – – –
CAL
1444
Capital Advisors Ltd
Ohio
$293K – – –
FA
1445
Financial Advisors
Massachusetts
$293K +$293K +10,711 New
TWM
1446
Tanglewood Wealth Management
Texas
$292K – – –
AFA
1447
Alpha Financial Advisors
North Carolina
$290K +$290K +10,614 New
BP
1448
Ballentine Partners
Massachusetts
$289K +$289K +10,563 New
MFC
1449
Morris Financial Concepts
South Carolina
$288K – – –
RCA
1450
Resonant Capital Advisors
Wisconsin
$288K +$69.3K +2,536 +32%
56 57
58
59 60