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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 %
AT
1626
Avalon Trust
New Mexico
$93.4K – – –
MA
1627
MCF Advisors
Kentucky
$90.5K +$28.8K +1,055 +47%
HFS
1628
Hantz Financial Services
Michigan
$90K +$7.95K +291 +10%
RTL
1629
Red Tortoise LLC
Georgia
$89.1K +$519 +19 +0.6%
CW
1630
Curio Wealth
Maryland
$88.5K +$88.5K +3,240 New
OAJ
1631
Ogorek Anthony Joseph
New York
$88K +$818 +30 +0.9%
DRP
1632
Decker Retirement Planning
Utah
$87.8K +$87.8K +3,215 New
MAS
1633
MPWM Advisory Solutions
Georgia
$87.1K +$87.1K +3,188 New
TAM
1634
Tucker Asset Management
Colorado
$86.8K +$13.7K +500 +19%
MG
1635
MilWealth Group
Wisconsin
$86.5K +$59.5K +2,178 +220%
QCG
1636
Quadrant Capital Group
Ohio
$83.2K – – –
HT
1637
Headlands Technologies
Illinois
$82.1K -$633K -23,174 -89%
FFO
1638
Fortitude Family Office
Arizona
$81.6K -$47.5K -1,740 -37%
HHGA
1639
Halbert Hargrove Global Advisors
California
$81.5K +$81.5K +2,984 New
FLP
1640
Financial Life Planners
Arizona
$79.7K +$79.7K +2,918 New
LDB
1641
Lee, Danner & Bass
Tennessee
$77.2K +$77.2K +2,825 New
CFFP
1642
Center for Financial Planning
Michigan
$76.6K – – –
SIC
1643
SJS Investment Consulting
Ohio
$75.8K – – –
Allspring Global Investments
1644
Allspring Global Investments
North Carolina
$74.7K – – –
Barclays
1645
Barclays
United Kingdom
$74K +$74K +2,700 New
GEA
1646
Glen Eagle Advisors
New Jersey
$71.6K -$11.2K -410 -14%
QC
1647
Quent Capital
New York
$70.8K +$28.4K +1,040 +67%
Group One Trading
1648
Group One Trading
Illinois
$69.2K +$69.2K +2,533 New
CAS
1649
Coppell Advisory Solutions
Texas
$67.7K +$34.2K +1,257 +102%
RAM
1650
Riggs Asset Management
Pennsylvania
$66.5K +$545 +20 +0.8%
64 65
66
67 68