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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 %
BFP
1776
Briaud Financial Planning
Texas
$1K +$1K +44 New
KFP
1777
Keener Financial Planning
Texas
$1K +$1K +72 New
SHF
1778
Safe Harbor Fiduciary
Florida
$984 -$574 -21 -37%
NRWA
1779
North Ridge Wealth Advisors
Oregon
$902 +$902 +33 New
LIS
1780
Legacy Investment Solutions
Idaho
$662 -$32.4K -1,173 -98%
LWMI
1781
Legacy Wealth Management (Idaho)
Idaho
$662 -$32.4K -1,173 -98%
FG
1782
Fairman Group
Pennsylvania
$579 – – –
NC
1783
NewSquare Capital
Pennsylvania
$410 – – –
MFS
1784
Mattson Financial Services
Michigan
$169 -$338 -4 -67%
TCM
1785
Tradewinds Capital Management
Washington
$55 +$55 +2 New
EAM
1786
Eukles Asset Management
Ohio
$55 +$55 +2 New
JSTA
1787
Japan Science & Technology Agency
Japan
– -$219M -7,781,409 Closed
Two Sigma Investments
1788
Two Sigma Investments
New York
– -$92M -3,264,000 Closed
Two Sigma Advisers
1789
Two Sigma Advisers
New York
– -$27.3M -969,900 Closed
Prudential Financial
1790
Prudential Financial
New Jersey
– -$10.8M -384,465 Closed
RWM
1791
Rezny Wealth Management
Florida
– -$10.3M -365,421 Closed
CGF
1792
Constant Guidance Financial
Massachusetts
– -$8.48M -301,023 Closed
DAS
1793
Dynamic Advisor Solutions
Arizona
– -$7.47M -264,981 Closed
Citadel Advisors
1794
Citadel Advisors
Florida
– -$7.45M -264,324 Closed
MPCA
1795
Madison Park Capital Advisors
Washington
– -$2.38M -84,381 Closed
CCAM
1796
Cascades Capital Asset Management
North Carolina
– -$1.57M -55,698 Closed
AFP
1797
Alpha Financial Partners
Kentucky
– -$1.28M -45,549 Closed
GDP
1798
Great Diamond Partners
Maine
– -$1.09M -38,541 Closed
GS
1799
GTS Securities
New York
– -$947K -33,600 Closed
FTDI
1800
First Trust Direct Indexing
Massachusetts
– -$851K -30,219 Closed
70 71
72
73 74