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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 %
NA
1476
Nautilus Advisors
California
$271K +$271K +9,938 New
SIC
1477
Sage Investment Counsel
Tennessee
$271K +$271K +9,912 New
SFP
1478
Strategic Financial Partners
Oregon
$270K +$2.54K +93 +0.9%
CC
1479
Callan Capital
California
$270K -$27 -1 -0%
FFA
1480
Fi3 Financial Advisors
Indiana
$270K – – –
RWRC
1481
R.W. Roge & Company
New York
$269K – – –
RBCM
1482
Raub Brock Capital Management
California
$269K +$2.46K +90 +0.9%
GWM
1483
GK Wealth Management
Nevada
$267K +$267K +9,775 New
CP
1484
Creekside Partners
California
$267K +$847 +31 +0.3%
PAA
1485
Peregrine Asset Advisers
Oregon
$267K +$1.48K +54 +0.6%
GI
1486
GAMMA Investing
California
$266K – – –
SW
1487
SteelPeak Wealth
California
$266K -$1.94M -71,109 -88%
WWM
1488
Wolff Wiese Magana
California
$266K +$4.37K +160 +2%
SAG
1489
SageView Advisory Group
California
$265K +$1.23K +45 +0.5%
SSWM
1490
Smith Salley Wealth Management
North Carolina
$265K +$40.8K +1,495 +18%
MCM
1491
Mainstream Capital Management
California
$265K – – –
WJWM
1492
Williams Jones Wealth Management
New York
$264K -$224K -8,202 -46%
SIM
1493
Studio Investment Management
Illinois
$264K +$10.1K +368 +4%
FSWA
1494
Financial Synergies Wealth Advisors
Texas
$263K +$1.69K +62 +0.6%
CFS
1495
Commonwealth Financial Services
West Virginia
$263K +$51.2K +1,873 +24%
CP
1496
Clarendon Private
Massachusetts
$262K +$262K +9,589 New
PCFFS
1497
Pacific Center for Financial Services
California
$261K +$2.46K +90 +1%
DIA
1498
Dana Investment Advisors
Wisconsin
$260K +$56.4K +2,066 +28%
AW
1499
Alteri Wealth
California
$259K +$259K +9,489 New
AW
1500
Apricus Wealth
South Carolina
$259K +$3.39K +124 +1%
58 59
60
61 62