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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 %
BWP
1826
BSW Wealth Partners
Colorado
– -$220K -7,818 Closed
AFG
1827
Arkansas Financial Group
Arkansas
– -$220K -7,803 Closed
MCP
1828
Martin Capital Partners
Oregon
– -$219K -7,755 Closed
CIS
1829
Continental Investors Services
Washington
– -$202K -7,173 Closed
NG
1830
Norden Group
Utah
– -$201K -7,119 Closed
IWS
1831
Insight Wealth Strategies
California
– -$200K -7,110 Closed
AC
1832
Apella Capital
Connecticut
– -$200K -7,101 Closed
HWA
1833
HCR Wealth Advisors
California
– -$200K -7,098 Closed
TIAAOA
1834
Teachers Insurance & Annuity Association of America
New York
– -$196K -6,972 Closed
PCA
1835
Providence Capital Advisors
North Carolina
– -$194K -6,900 Closed
JPWM
1836
Jamison Private Wealth Management
Georgia
– -$187K -6,651 Closed
GWM
1837
GSB Wealth Management
Connecticut
– -$124K -4,389 Closed
VAMG
1838
Voisard Asset Management Group
Michigan
– -$101K -3,600 Closed
GJWM
1839
Gilliland Jeter Wealth Management
Arkansas
– -$87.8K -3,117 Closed
FCM
1840
Fourpath Capital Management
Oklahoma
– -$73.1K -2,595 Closed
BNP Paribas Financial Markets
1841
BNP Paribas Financial Markets
France
– -$71.7K -2,544 Closed
HGA
1842
Hobbs Group Advisors
South Carolina
– -$68.4K -2,427 Closed
PG
1843
Proffitt & Goodson
Tennessee
– -$54.9K -1,950 Closed
AWM
1844
Atticus Wealth Management
Florida
– -$36.4K -1,290 Closed
CA
1845
Claris Advisors
Missouri
– -$25.4K -900 Closed
CPA
1846
Capital Performance Advisors
California
– -$23.7K -840 Closed
MFG
1847
Mendota Financial Group
Wisconsin
– -$16.9K -600 Closed
EA
1848
Evolution Advisers
Virginia
– -$14K -510 Closed
SWM
1849
Sugarloaf Wealth Management
Georgia
– -$12.7K -450 Closed
RWA
1850
Redmont Wealth Advisors
Illinois
– -$4.25K -150 Closed
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