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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 %
LOIP
1601
Live Oak Investment Partners
Texas
$156K -$161K – –
SIS
1602
Sound Income Strategies
Florida
$143K +$1.99K +73 +1%
CIR
1603
Clear Investment Research
Georgia
$142K +$519 +19 +0.4%
FFL
1604
Financial Freedom LLC
Ohio
$138K -$63K -2,307 -31%
EF
1605
Empowered Funds
Pennsylvania
$135K +$135K +4,955 New
CWM
1606
Crowley Wealth Management
Delaware
$134K +$134K +4,905 New
KG
1607
Kieckhefer Group
Wisconsin
$130K +$130K +4,755 New
SFG
1608
Stonebridge Financial Group
Pennsylvania
$130K +$130K +4,743 New
HC
1609
Hara Capital
Washington
$127K +$127K +4,666 New
JWA
1610
JFS Wealth Advisors
Pennsylvania
$127K – – –
AWM
1611
Abound Wealth Management
Tennessee
$126K +$2.24K +82 +2%
DEM
1612
Disciplined Equity Management
Florida
$123K – – –
TCG
1613
Transcendent Capital Group
Oklahoma
$118K -$10.7K -391 -8%
WPA
1614
West Paces Advisors
Georgia
$117K -$5K -183 -4%
TC
1615
Truvestments Capital
Florida
$116K +$113K +4,137 +4,448%
EWM
1616
Evermay Wealth Management
Virginia
$114K -$4.1K -150 -3%
WWP
1617
WR Wealth Planners
Missouri
$111K +$984 +36 +0.9%
MFC
1618
Mechanics Financial Corp
Ohio
$105K +$105K +3,858 New
PIP
1619
Peachtree Investment Partners
Florida
$105K -$9.07K -332 -8%
PWMG
1620
Prestige Wealth Management Group
New Jersey
$102K – – –
BA
1621
Bellwether Advisors
Nebraska
$102K +$102K +3,720 New
PCM
1622
Palouse Capital Management
Washington
$100K -$24.6K -902 -20%
UCB
1623
United Community Bank
South Carolina
$98.4K +$98.4K +3,600 New
BA
1624
Ballast Advisors
Minnesota
$97.3K – – –
BL
1625
Balentine LLC
Georgia
$94.1K – – –
63 64
65
66 67