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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 %
OLVIG
1726
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K -$55 -2 -0.4%
PCM
1727
Perritt Capital Management
Illinois
$14.3K – – –
VCM
1728
Versant Capital Management
Arizona
$14.2K +$109 +4 +0.8%
TF
1729
Tompkins Financial
New York
$13K -$65.6K -2,400 -84%
HNW
1730
High Note Wealth
Minnesota
$12.3K +$12.3K +450 New
BFO
1731
Biltmore Family Office
North Carolina
$12.3K – – –
MDA
1732
Minot DeBlois Advisors
Massachusetts
$12.2K +$12.2K +447 New
HCM
1733
Hollencrest Capital Management
California
$11.6K – – –
SNB
1734
Security National Bank
Nebraska
$11.4K – – –
VWA
1735
VSM Wealth Advisory
Maryland
$11.3K +$11.3K +414 New
KA
1736
Kozak & Associates
Colorado
$10.5K -$45.4K -1,657 -81%
FMP
1737
Financial Management Professionals
Texas
$10.2K – – –
CAWM
1738
Capital A Wealth Management
Pennsylvania
$9.84K +$9.84K +360 New
EPW
1739
Endeavor Private Wealth
Kansas
$9.13K +$9.13K +334 New
PWM
1740
Parkworth Wealth Management
California
$8.88K +$8.88K +275 New
LB
1741
Legacy Bridge
Iowa
$8.2K – – –
NWMP
1742
Noble Wealth Management PBC
Colorado
$8.2K +$8.2K +300 New
SN
1743
Sittner & Nelson
Oregon
$7.38K +$3.44K +126 +88%
EWM
1744
EPG Wealth Management
Georgia
$7.12K -$48.5K -1,774 -87%
B
1745
Birchbrook
Maine
$6.65K – – –
SAM
1746
Synergy Asset Management
Washington
$6.49K +$6.49K +77 New
LWA
1747
Lowe Wealth Advisors
Maryland
$6.15K – – –
GG
1748
Gleason Group
Kentucky
$5.96K +$5.96K +218 New
WPWM
1749
Western Pacific Wealth Management
Illinois
$5.75K +$27 +1 +0.5%
BHWM
1750
Beaird Harris Wealth Management
Texas
$5.26K +$27 +1 +0.5%
68 69
70
71 72