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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 %
OC
1501
Oakworth Capital
Alabama
$259K -$929 -34 -0.4%
RWM
1502
Rockwood Wealth Management
Pennsylvania
$259K +$7.54K +277 +3%
SNBOSCI
1503
Security National Bank of Sioux City Iowa
Iowa
$258K -$15.2K -555 -6%
TVAMP
1504
Tennessee Valley Asset Management Partners
Tennessee
$258K +$28.9K +1,057 +13%
HWA
1505
HMV Wealth Advisors
Louisiana
$258K +$258K +9,427 New
RCAG
1506
Rehmann Capital Advisory Group
Michigan
$257K +$2.6K +95 +1%
KA
1507
Klingman & Associates
New York
$256K -$2.13K -78 -0.8%
MIM
1508
Marco Investment Management
Georgia
$256K – – –
CSC
1509
Caldwell Sutter Capital
California
$256K +$32.8K +1,201 +15%
EFMC
1510
Empire Financial Management Company
New York
$256K +$32.5K +1,188 +15%
MSG
1511
Main Street Group
Virginia
$255K -$7.35K -269 -3%
VWM
1512
Vigilare Wealth Management
Arizona
$254K +$1.56K +57 +0.6%
ACM
1513
Avos Capital Management
Washington
$253K +$253K +9,000 New
AP
1514
Adero Partners
California
$251K -$4.84K -177 -2%
TCOV
1515
Trust Company of Vermont
Vermont
$251K +$13.6K +498 +6%
KFGK
1516
Keystone Financial Group (Kentucky)
Kentucky
$251K +$12.2K +445 +5%
QWM
1517
Quadcap Wealth Management
Texas
$250K +$250K +9,146 New
OA
1518
Oxbow Advisors
Texas
$250K +$250K +9,143 New
PCH
1519
PGIM Custom Harvest
New Jersey
$249K +$249K +9,111 New
SFS
1520
Solitude Financial Services
Virginia
$249K -$4.92K -180 -2%
PWMG
1521
Pinnacle Wealth Management Group
Michigan
$248K +$248K +9,089 New
WAS
1522
WESPAC Advisors SoCal
California
$248K -$11.9K -435 -5%
GL
1523
Gerber LLC
Ohio
$247K – – –
FC
1524
Forte Capital
New York
$245K -$18.2K -666 -7%
CMP
1525
Coston McIsaac & Partners
Maine
$245K +$1.71K +63 +0.7%
59 60
61
62 63