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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 Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$64.5M 2,359,839 -169,299 -7%
CFO
52
CVA Family Office
Colorado
$62.8M 2,298,314 -36,217 -2%
ACA
53
Aptus Capital Advisors
Alabama
$60.6M 2,217,267 +368,712 +20%
Stifel Financial
54
Stifel Financial
Missouri
$59.8M 2,190,631 -66,647 -3%
CFS
55
CGC Financial Services
Oregon
$59.7M 2,184,978 +63,345 +3%
AAS
56
Ameritas Advisory Services
Nebraska
$59.4M 2,173,729 +117,385 +6%
AF
57
Allworth Financial
California
$58.7M 2,100,813 +422,472 +25%
MCM
58
MAI Capital Management
Ohio
$58.4M 2,139,147 +921,120 +76%
PA
59
Pinnacle Associates
New York
$58.4M 2,136,379 +230,869 +12%
SPIA
60
Steward Partners Investment Advisory
New York
$58.2M 2,131,110 +132,552 +7%
HFS
61
Howard Financial Services
Texas
$55.2M 2,021,759 +50,015 +3%
MAM
62
Marquette Asset Management
Minnesota
$55.1M 2,017,395 +4,593 +0.2%
SAM
63
Summit Asset Management
Tennessee
$53.2M 1,945,979 +102,785 +6%
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$52.1M 1,908,587 +12,209 +0.6%
SFWA
65
Summit Financial Wealth Advisors
Louisiana
$51M 1,841,130 +117,114 +7%
ETS
66
ESL Trust Services
New York
$48.1M 1,760,748 -150 -0%
VFG
67
Victory Financial Group
Texas
$47.8M 1,751,195 +1,751,195 New
PWP
68
Principle Wealth Partners
Connecticut
$47.8M 1,750,141 +117,520 +7%
WF
69
Whelan Financial
California
$46M 1,685,510 +44,126 +3%
SCA
70
Scott Capital Advisors
Oregon
$46M 1,686,234 +18,162 +1%
PAG
71
Private Advisor Group
New Jersey
$45.6M 1,669,849 +111,448 +7%
SIG
72
Spinnaker Investment Group
California
$44.6M 1,633,231 +34,630 +2%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$44.6M 1,633,114 +113,200 +7%
RWP
74
Reliant Wealth Planning
Kentucky
$43.3M 1,584,366 -265,209 -14%
SAM
75
Securian Asset Management
Minnesota
$43.2M 1,581,000 – –
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3
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