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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 %
PWM
1526
Provident Wealth Management
Tennessee
$243K – – –
TFA
1527
Toth Financial Advisory
Virginia
$243K -$11.9K -437 -5%
SWA
1528
Serenus Wealth Advisors
California
$243K +$243K +8,883 New
LFA
1529
Laraway Financial Advisors
Minnesota
$242K +$246 +9 +0.1%
RGC
1530
Roberts, Glore & Co
Illinois
$241K – – –
Legacy Financial Group (Iowa)
1531
Legacy Financial Group (Iowa)
Iowa
$241K +$241K +8,808 New
TWA
1532
TCI Wealth Advisors
Arizona
$240K -$33.2K -1,216 -12%
CWM
1533
ClientFirst Wealth Management
Arkansas
$238K +$238K +8,700 New
BIS
1534
BG Investment Services
Guam
$234K +$234K +8,556 New
SM
1535
Sensible Money
Arizona
$233K +$27 +1 +0%
W
1536
WealthCollab
Washington
$233K +$219 +8 +0.1%
TWM
1537
TCFG Wealth Management
California
$233K -$28.1K -1,030 -11%
BHWM
1538
Bar Harbor Wealth Management
New Hampshire
$232K -$54.6K -2,000 -19%
WF
1539
WoodTrust Financial
Wisconsin
$231K +$231K +8,472 New
LSA
1540
Lansing Street Advisors
Pennsylvania
$230K +$2.16K +79 +0.9%
WC
1541
Waterloo Capital
Texas
$227K +$26K +953 +13%
HFS
1542
Hughes Financial Services
Virginia
$227K +$227K +8,304 New
SOWAS
1543
Silver Oak Wealth Advisors Services
California
$226K +$226K +8,270 New
BB
1544
Busey Bank
Illinois
$226K +$4.78K +175 +2%
FFG
1545
Fiduciary Financial Group
California
$225K +$225K +8,349 New
CWM
1546
Calamos Wealth Management
Illinois
$224K +$55 +2 +0%
BCP
1547
Blue Chip Partners
Michigan
$222K +$2.05K +75 +0.9%
BOC
1548
Bull Oak Capital
California
$221K -$14.4K -526 -6%
UB
1549
UMB Bank
Missouri
$221K – – –
HG
1550
Harbor Group
New Hampshire
$219K +$219K +8,027 New
60 61
62
63 64