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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 %
CCMG
1551
Clark Capital Management Group
Pennsylvania
$219K +$219K +8,016 New
BWP
1552
Balboa Wealth Partners
Arizona
$218K -$715K -26,160 -77%
DIM
1553
Delta Investment Management
California
$218K +$218K +7,985 New
HFS
1554
Heritage Financial Services
Massachusetts
$217K +$217K +7,938 New
BLC
1555
Brown, Lisle/Cummings
Rhode Island
$217K +$8.2K +300 +4%
LWM
1556
Lodestone Wealth Management
Washington
$217K -$1.23K -45 -0.6%
PFM
1557
Peak Financial Management
Massachusetts
$216K – – –
OWA
1558
Outlook Wealth Advisors
Texas
$216K – – –
GF
1559
Gimbal Financial
Indiana
$215K -$430K -15,750 -67%
1IA
1560
1620 Investment Advisors
Massachusetts
$215K +$30.8K +1,127 +17%
MCA
1561
Midwest Capital Advisors
Michigan
$215K +$215K +7,859 New
WG
1562
Welch Group
Alabama
$212K +$1.91K +70 +0.9%
SLC
1563
Second Line Capital
Louisiana
$212K +$212K +7,769 New
CAM
1564
Covenant Asset Management
New Jersey
$212K – – –
Kayne Anderson Rudnick Investment Management
1565
Kayne Anderson Rudnick Investment Management
California
$212K – – –
BAM
1566
BOS Asset Management
Illinois
$211K -$27 -1 -0%
QPWM
1567
Quadrant Private Wealth Management
Pennsylvania
$211K +$211K +7,714 New
EW
1568
Evoke Wealth
California
$209K +$209K +7,653 New
WA
1569
WESPAC Advisors
California
$209K +$1.75K +64 +0.8%
SFG
1570
Synergy Financial Group
California
$209K -$7.43K -272 -3%
EWA
1571
Etesian Wealth Advisors
Oregon
$208K +$13.7K +500 +7%
PHAM
1572
Palisades Hudson Asset Management
Florida
$208K – – –
FFS
1573
Flavin Financial Services
Florida
$208K +$208K +7,601 New
WWM
1574
Wagner Wealth Management
South Carolina
$208K +$1.83K +67 +0.9%
SRWM
1575
Shira Ridge Wealth Management
California
$206K +$206K +7,549 New
61 62
63
64 65