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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,783 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, 533 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+170
Holders Change %
+10.54%
% of All Funds
23.74%
Holding in Top 10
264
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+10.92%
% of All Funds
3.52%
New
277
Increased
838
Reduced
533
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
$1.36B
2
IAS
IMA Advisory Services
Colorado
$73.4M
3
Cerity Partners
Cerity Partners
New York
$154M
4
LPL Financial
LPL Financial
California
$992M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$69M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18B
2
JSTA
Japan Science & Technology Agency
Japan
$0
3
Corient Private Wealth
Corient Private Wealth
Florida
$27.5M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
SA
Sanctuary Advisors
Indiana
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
126
CRA Financial Services
New Jersey
$29.2M +$798K +29,198 +3%
RW
127
Regimen Wealth
Georgia
$29M -$1.12M -41,155 -4%
OWM
128
Olympus Wealth Management
Utah
$28.9M -$1.63M -59,659 -5%
SWP
129
Stratos Wealth Partners
Ohio
$28.8M +$819K +29,992 +3%
ET
130
Equitable Trust
Tennessee
$28.8M +$28.8M +1,052,897 New
PCM
131
Presidio Capital Management
California
$28.8M +$5.61M +205,256 +24%
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$28.5M +$1.35M +49,429 +5%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$28.4M +$394K +14,431 +1%
AFP
134
Ausdal Financial Partners
Iowa
$28.3M +$7.64M +279,469 +37%
FWM
135
ForthRight Wealth Management
Georgia
$28.2M +$697K +25,512 +3%
Corient Private Wealth
136
Corient Private Wealth
Florida
$27.5M -$94.4M -3,455,181 -77%
MFG
137
Merit Financial Group
Georgia
$27.4M -$3.68M -134,730 -12%
SA
138
SRH Advisors
Kansas
$26.8M -$76.6K -2,805 -0.3%
VFP
139
Verus Financial Partners
Virginia
$26.2M +$193K +7,136 +0.7%
IPW
140
Intergy Private Wealth
Colorado
$26.1M +$722K +26,419 +3%
TW
141
TrinityPoint Wealth
Connecticut
$26.1M +$1.32M +48,311 +5%
DWAM
142
Duncan Williams Asset Management
Tennessee
$25.9M +$2.13M +77,902 +9%
SA
143
Sanctuary Advisors
Indiana
$25.9M -$50.7M -1,812,965 -66%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$25.8M +$1.43M +52,422 +6%
PAS
145
Park Avenue Securities
New York
$25.4M +$2.47M +90,516 +11%
NA
146
NewEdge Advisors
Louisiana
$25.3M -$10.7M -390,608 -30%
SI
147
Stephens Inc
Arkansas
$25.3M +$3.75M +137,424 +17%
CFP
148
Curran Financial Partners
South Carolina
$25M +$2.15M +78,517 +9%
SPC
149
Sigma Planning Corp
Michigan
$24.8M +$484K +17,732 +2%
WAM
150
WFA Asset Management
Wisconsin
$24.6M -$1.63M -59,486 -6%
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