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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 %
FC
176
Financial Consulate
Maryland
$21.2M -$152K -5,559 -0.7%
LWM
177
LongView Wealth Management
Georgia
$21M +$2.99M +109,572 +17%
TWM
178
Tradition Wealth Management
Minnesota
$20.7M +$82.8K +3,029 +0.4%
MNA
179
Manning & Napier Advisors
New York
$20.7M -$829K -30,349 -4%
CG
180
Clifford Group
Massachusetts
$20.7M +$875K +32,035 +4%
IA
181
IFP Advisors
Florida
$20.6M +$1.82M +66,738 +10%
RA
182
RFG Advisory
Alabama
$20.5M +$631K +23,102 +3%
HCWM
183
Hidden Cove Wealth Management
Washington
$20.2M +$20.2M +740,486 New
EWA
184
Exencial Wealth Advisors
Oklahoma
$20.2M +$218K +7,980 +1%
Bank of New York Mellon
185
Bank of New York Mellon
New York
$20.2M +$3.26M +119,218 +19%
JF
186
Joule Financial
Kentucky
$20M +$1.12M +40,983 +6%
CAC
187
Certified Advisory Corp
Florida
$19.7M +$1.42K +52 +0%
OIA
188
OneDigital Investment Advisors
Kansas
$19.5M -$751K -27,487 -4%
TCM
189
Towneley Capital Management
California
$19.5M +$479K +17,542 +3%
DI
190
DAGCO Inc
Ohio
$19.4M +$3.75M +137,148 +24%
PSIWM
191
Paradigm Strategies in Wealth Management
Minnesota
$19.2M -$794K -29,079 -4%
HAIM
192
Hunter Associates Investment Management
Pennsylvania
$19.1M +$2.16M +79,225 +13%
SEP
193
Southland Equity Partners
Missouri
$19.1M +$2.1M +76,836 +12%
SMWM
194
Silvia McColl Wealth Management
California
$19.1M +$84.5K +3,092 +0.4%
AWM
195
Axxcess Wealth Management
California
$19M +$822K +30,090 +5%
WOC
196
West Oak Capital
California
$19M -$311K -1,140 -2%
PA
197
PFG Advisors
Arizona
$19M -$216K -7,910 -1%
GWM
198
Global Wealth Management
New Jersey
$18.8M -$94.4K -3,456 -0.5%
WFPG
199
Waller Financial Planning Group
Ohio
$18.5M +$121K +4,420 +0.7%
SF
200
Schaeffer Financial
Maryland
$18.1M +$159K +5,808 +0.9%
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