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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 %
HWM
1751
HighMark Wealth Management
Minnesota
$5.15K +$82 +3 +2%
CNBTD
1752
Citizens National Bank Trust Department
Mississippi
$4.92K – – –
GCM
1753
Gables Capital Management
Florida
$4.75K – – –
BCA
1754
Bray Capital Advisors
Florida
$4.45K -$3K -110 -40%
PSFG
1755
Park Square Financial Group
Georgia
$4.15K +$4.15K +152 New
NMG
1756
New Millennium Group
Utah
$4.03K -$82 -3 -2%
IWP
1757
IAG Wealth Partners
Wisconsin
$3.93K -$39.3K -1,437 -91%
MLA
1758
MB, Levis & Associates
Pennsylvania
$3.39K +$3.39K +124 New
NS
1759
NBC Securities
Alabama
$3.3K -$2.44M -88,881 -100%
GPI
1760
General Partner Inc
Pennsylvania
$3.28K +$3.28K +120 New
KTC
1761
Kentucky Trust Company
Kentucky
$2.87K +$2.87K +105 New
GM
1762
GeoWealth Management
Illinois
$2.55K – – –
PWMG
1763
Private Wealth Management Group
New Jersey
$2.31K +$27 +1 +1%
WAS
1764
Winch Advisory Services
Wisconsin
$2.21K +$2.21K +81 New
NWWA
1765
New Wave Wealth Advisors
Arkansas
$1.98K +$1.98K +73 New
CJH
1766
Christopher J. Hasenberg
Wisconsin
$1.89K – – –
RFA
1767
Reyes Financial Architecture
California
$1.75K +$1.75K +64 New
WA
1768
Whipplewood Advisors
Colorado
$1.69K +$1.69K +62 New
BMC
1769
Bear Mountain Capital
Washington
$1.69K -$3.37K -120 -67%
FF
1770
Finley Financial
Nevada
$1.25K +$1.25K +45 New
HI
1771
Hoey Investments
Pennsylvania
$1.23K +$1.23K +45 New
WIM
1772
Westside Investment Management
California
$1.07K +$1.07K +39 New
HWM
1773
Hemington Wealth Management
Virginia
$1K -$2K -108 -67%
TFA
1774
Transamerica Financial Advisors
Florida
$1K -$429 -9 -30%
UIA
1775
Ulland Investment Advisors
Minnesota
$1K – – –
69 70
71
72 73