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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 %
RW
201
RVW Wealth
California
$17.9M -$695K -25,453 -4%
PRI
202
Prepared Retirement Institute
Pennsylvania
$17.6M +$1.1M +40,226 +7%
PAG
203
Powers Advisory Group
Illinois
$17.4M +$456K +16,679 +3%
SVWAG
204
Sound View Wealth Advisors Group
Georgia
$17.3M +$929K +34,000 +6%
PA
205
Parallel Advisors
California
$17.1M -$1.03M -37,672 -6%
CPIG
206
Chicago Partners Investment Group
Illinois
$17.1M +$10.6M +387,613 +164%
GRP
207
Global Retirement Partners
California
$16.8M -$167K -6,118 -1%
SCM
208
Stonehearth Capital Management
Massachusetts
$16.7M +$483K +17,666 +3%
GLLW
209
Graves Light Lenhart Wealth
Virginia
$16.6M +$134K +4,902 +0.8%
WFS
210
Weitzel Financial Services
Iowa
$16.5M +$662K +24,090 +4%
SA
211
Skyline Advisors
Washington
$16.5M +$523K +19,136 +3%
LNB
212
Ledyard National Bank
$16.4M +$2.5M +91,400 +18%
MOS
213
MGO One Seven
Ohio
$16.3M -$124K -4,537 -0.8%
KPWS
214
Kestra Private Wealth Services
Texas
$16.2M -$932K -34,105 -5%
LSWP
215
Liberty Square Wealth Partners
Pennsylvania
$16.2M +$16.2M +582,967 New
WIC
216
Whitegate Investment Counselors
New Hampshire
$16.1M -$3.29M -120,300 -17%
KC
217
Kades & Cheifetz
Pennsylvania
$16.1M -$108K -3,962 -0.7%
MCB
218
Morton Community Bank
Illinois
$16M +$381K +13,936 +2%
LFP
219
Lakeshore Financial Planning
Michigan
$15.8M -$80.1K -2,931 -0.5%
FNC
220
First National Corp
Massachusetts
$15.8M +$179K +6,548 +1%
MWM
221
Modern Wealth Management
Kansas
$15.7M +$13.7M +500,722 +663%
MA
222
Mutual Advisors
Nebraska
$15.7M -$29.7M -1,066,783 -65%
FGG
223
Financial Guidance Group
Florida
$15.4M -$1.06M -38,701 -6%
IIC
224
Integrated Investment Consultants
Michigan
$15.4M +$431K +15,780 +3%
CFG
225
Cooper Financial Group
California
$15.3M +$1.03M +37,826 +7%
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