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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
3.52%
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
$1.36B
2
IAS
IMA Advisory Services
Colorado
$73.4M
3
Cerity Partners
Cerity Partners
New York
$154M
4
LPL Financial
LPL Financial
California
$992M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$69M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18B
2
JSTA
Japan Science & Technology Agency
Japan
$0
3
Corient Private Wealth
Corient Private Wealth
Florida
$27.5M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
SA
Sanctuary Advisors
Indiana
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
Creekmur Asset Management
Illinois
$24.6M +$637K +23,318 +3%
MAM
152
McCarthy Asset Management
California
$24.2M -$838K -30,672 -3%
FI
153
Financial Insights
Washington
$24.2M +$1.08M +39,532 +5%
SIM
154
Stratos Investment Management
Ohio
$24.1M +$5.58M +204,271 +30%
AAS
155
Asset Allocation Strategies
Michigan
$24M -$1.53M -55,460 -6%
FCAS
156
First Command Advisory Services
Texas
$23.9M +$2.64M +96,652 +12%
SFA
157
Souders Financial Advisors
Ohio
$23.9M +$411K +15,061 +2%
WMR
158
Wealth Management Resources
Rhode Island
$23.6M -$1.47M -53,789 -6%
ECML
159
Eagle Capital Management (Louisiana)
Louisiana
$23.6M +$380K +13,917 +2%
GVAG
160
Great Valley Advisor Group
Delaware
$23.3M +$2.06M +75,297 +10%
JFA
161
JNBA Financial Advisors
Minnesota
$23.1M -$164K -5,995 -0.7%
CA
162
Capital Advantage
California
$22.9M +$438K +16,032 +2%
EF
163
Elite Financial
Idaho
$22.5M +$22.5M +824,871 New
CRC
164
Curi RMB Capital
Illinois
$22.5M -$862K -31,564 -4%
TPCW
165
TD Private Client Wealth
New York
$22.3M +$420K +15,378 +2%
DWM
166
Dakota Wealth Management
Florida
$22.3M -$550K -20,147 -2%
WMWM
167
Whitaker-Myers Wealth Managers
Ohio
$22.3M +$2.54M +92,872 +13%
NDSI
168
Newman Dignan & Sheerar Inc
Rhode Island
$22M -$42.3M -1,547,477 -66%
KMWM
169
Keudell/Morrison Wealth Management
Oregon
$21.9M +$1.41M +51,715 +7%
IWC
170
Integrated Wealth Concepts
Massachusetts
$21.8M +$535K +19,573 +3%
LWL
171
Leo Wealth LLC
Texas
$21.7M +$2.6M +95,180 +14%
HCM
172
Hengehold Capital Management
Ohio
$21.6M -$300K -10,978 -1%
CWC
173
Carolinas Wealth Consulting
North Carolina
$21.6M -$3.14M -114,989 -13%
RIA
174
Regal Investment Advisors
Michigan
$21.4M +$1.91M +69,818 +10%
AF
175
Advisornet Financial
Minnesota
$21.4M +$1.73M +63,173 +9%
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