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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.

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
1
Bank of America
North Carolina
$1.36B
2
IAS
2
IMA Advisory Services
Colorado
$73.4M
3
Cerity Partners
3
Cerity Partners
New York
$154M
4
LPL Financial
4
LPL Financial
California
$992M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$69M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$18B
2
JSTA
2
Japan Science & Technology Agency
Japan
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$27.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
SA
5
Sanctuary Advisors
Indiana
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Cresset Asset Management
Illinois
$151M -$7.38M -270,071 -5%
MML Investors Services
27
MML Investors Services
Massachusetts
$147M +$6.09M +223,024 +4%
KFP
28
Keystone Financial Planning
Ohio
$147M -$5.77M -211,067 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$143M +$8.8M +322,188 +7%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$139M +$10.2M +372,032 +8%
CSTB
31
Charles Schwab Trust Bank
Nevada
$137M -$32.1M -923,277 -19%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$134M +$22.4M +818,292 +20%
HWA
33
HHM Wealth Advisors
Tennessee
$133M +$3.16M +115,595 +2%
KAS
34
Kestra Advisory Services
Texas
$128M -$1.45M -53,228 -1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$120M -$5.14M -188,297 -4%
Creative Planning
36
Creative Planning
Kansas
$118M +$8.47M +310,077 +8%
CFB
37
Cullen/Frost Bankers
Texas
$112M -$442K -16,191 -0.4%
DE
38
Diversified Enterprises
Delaware
$109M +$9.99M +365,566 +10%
KeyBank National Association
39
KeyBank National Association
Ohio
$105M +$3.21M +117,326 +3%
LA
40
LVW Advisors
New York
$98.3M +$1.11M +40,737 +1%
Truist Financial
41
Truist Financial
North Carolina
$96.8M +$2.25M +82,358 +2%
DADC
42
D.A. Davidson & Co
Montana
$95.3M +$2.98M +109,248 +3%
FFN
43
Focus Financial Network
Minnesota
$87M +$2.92M +106,776 +3%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$83M -$2.07M -75,855 -2%
VA
45
Valmark Advisers
Ohio
$80.5M +$5.76M +211,000 +8%
BFG
46
Bouchey Financial Group
New York
$80.1M +$13.2M +483,909 +20%
AAIM
47
Asset Advisors Investment Management
Georgia
$77.5M -$3.33M -121,819 -4%
IAS
48
IMA Advisory Services
Colorado
$73.4M +$73.4M +2,687,274 New
BFG
49
Berger Financial Group
Minnesota
$72.1M +$3.66M +134,046 +5%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$69M +$40.5M +1,475,239 +142%
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