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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 %
CWM
1801
Connecticut Wealth Management
Connecticut
– -$818K -29,028 Closed
MSA
1802
McAlister Sweet & Associates
Texas
– -$805K -28,563 Closed
STA
1803
Summit Trail Advisors
New York
– -$523K -18,549 Closed
HWAM
1804
Hennion & Walsh Asset Management
New Jersey
– -$486K -17,253 Closed
M1FG
1805
Mach-1 Financial Group
Arkansas
– -$484K -17,166 Closed
FFO
1806
Fiduciary Family Office
Florida
– -$429K -15,210 Closed
ACM
1807
AlphaStar Capital Management
North Carolina
– -$425K -15,075 Closed
JWM
1808
Jupiter Wealth Management
Colorado
– -$423K -15,000 Closed
CA
1809
Carson Advisory
Georgia
– -$372K -13,197 Closed
FTA
1810
Financial & Tax Architects
Missouri
– -$364K -12,903 Closed
HCMT
1811
Highland Capital Management (Tennessee)
Tennessee
– -$356K -12,618 Closed
TRCT
1812
Tower Research Capital (TRC)
New York
– -$327K -11,595 Closed
CI
1813
CPR Investments
Michigan
– -$321K -11,379 Closed
FMWA
1814
Forvis Mazars Wealth Advisors
Missouri
– -$283K -10,029 Closed
DW30
1815
Drucker Wealth 3.0
New Jersey
– -$279K -9,909 Closed
SP
1816
SIH Partners
Delaware
– -$254K -9,000 Closed
TCMP
1817
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$250K -8,868 Closed
LWM
1818
Laidlaw Wealth Management
New York
– -$247K -8,748 Closed
CF
1819
Convergence Financial
Missouri
– -$242K -8,583 Closed
MCWS
1820
McKinley Carter Wealth Services
West Virginia
– -$237K -8,418 Closed
CCM
1821
Ciovacco Capital Management
Georgia
– -$230K -8,175 Closed
ITB
1822
Idaho Trust Bank
Idaho
– -$230K -8,154 Closed
Neuberger Berman Group
1823
Neuberger Berman Group
New York
– -$228K -8,100 Closed
CAM
1824
Clark Asset Management
New Hampshire
– -$226K -8,034 Closed
SAMT
1825
Select Asset Management & Trust
Pennsylvania
– -$226K -8,031 Closed
71 72
73
74 75