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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,783 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, 533 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+170
Holders Change %
+10.54%
% of All Funds
23.74%
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
533
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 %
OIA
1701
Optimum Investment Advisors
Illinois
$23.9K +$164 +6 +0.7%
FDCDDQ
1702
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.5K -$48.2K -1,764 -67%
FDW
1703
Fourth Dimension Wealth
Ohio
$22.9K +$22.9K +837 New
AIP
1704
Ameritas Investment Partners
Nebraska
$22.5K – – –
PFM
1705
Phillips Financial Management
Indiana
$22.2K -$32K -1,171 -59%
CSB
1706
City State Bank
Iowa
$22.1K – – –
PP
1707
PrairieView Partners
Minnesota
$22K +$900 +33 +4%
FCT
1708
First Community Trust
Iowa
$22K – – –
DF
1709
Dunhill Financial
United Kingdom
$21.2K – – –
FA
1710
Fedenia Advisers
Wisconsin
$20.4K +$20.4K +747 New
JGIA
1711
Jackson Grant Investment Advisers
Connecticut
$20.3K +$164 +6 +0.8%
C
1712
Covestor
United Kingdom
$20K +$2.21K +80 +12%
SC
1713
Steph & Co
Wisconsin
$19.1K +$2.73K +100 +17%
PPA
1714
Painted Porch Advisors
California
$18.7K +$7.43K +272 +66%
SMA
1715
Sage Mountain Advisors
Georgia
$18K – – –
WBC
1716
West Branch Capital
Massachusetts
$18K +$137 +5 +0.8%
IHWM
1717
Iron Horse Wealth Management
Iowa
$17.8K +$164 +6 +0.9%
CCC
1718
Chelsea Counsel Company
California
$17.8K +$13.7K +500 +333%
HWA
1719
Heritage Wealth Advisors
Virginia
$17.2K – – –
SC
1720
Swan Capital
Florida
$16.6K +$164 +6 +1%
NECFA
1721
New England Capital Financial Advisors
Connecticut
$16.4K – – –
ANBT
1722
American National Bank & Trust
Texas
$16.4K +$16.4K +600 New
FPF
1723
First Pacific Financial
Washington
$16.1K +$12.8K +468 +380%
SR
1724
Syntax Research
Florida
$15.5K +$109 +4 +0.7%
WAG
1725
Windsor Advisory Group
Ohio
$15.5K -$114K -4,185 -88%
67 68
69
70 71