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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 %
LS
101
Leelyn Smith
Illinois
$35.4M +$1.02M +37,442 +3%
FFS
102
Founders Financial Securities
Maryland
$35.2M +$1.21M +44,400 +4%
CWM
103
Cedar Wealth Management
California
$34.3M -$3.64M -133,375 -10%
NRI
104
NFP Retirement Inc
California
$34.1M +$1.48M +54,260 +5%
SCM
105
Steele Capital Management
Iowa
$33.4M -$207K -7,563 -0.6%
AssetMark Inc
106
AssetMark Inc
California
$33.1M -$134K -4,917 -0.4%
VDI
107
Vaughan David Investments
Illinois
$33M +$1.01M +36,814 +3%
NFW
108
Noble Family Wealth
Florida
$32.7M +$1.6M +58,674 +5%
NQWM
109
Northwest Quadrant Wealth Management
Oregon
$32.5M +$1.34M +49,039 +4%
VVP
110
Venture Visionary Partners
Ohio
$32.2M -$2.29M -83,946 -7%
PD
111
Planning Directions
Pennsylvania
$31.7M +$1.61M +59,067 +5%
LPAM
112
Lodestar Private Asset Management
California
$31.2M +$841K +30,766 +3%
HI
113
Horizon Investments
North Carolina
$31.1M +$1.39M +50,997 +5%
SCI
114
Silver Coast Investments
United States
$30.9M -$2.98M -109,173 -9%
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$30.5M -$1.38M -50,345 -4%
NFG
116
Nadler Financial Group
Illinois
$30M +$757K +27,695 +3%
CL
117
Choreo LLC
Illinois
$29.8M +$17.4M +637,227 +140%
ACA
118
Aspire Capital Advisors
Washington
$29.8M +$1.29M +47,118 +5%
AFA
119
American Financial Advisors
Georgia
$29.6M +$193K +7,057 +0.7%
BMWS
120
Brady Martz Wealth Solutions
North Dakota
$29.5M +$29.5M +1,073,750 New
PCG
121
Prosperity Consulting Group
Maryland
$29.5M +$1.34M +49,214 +5%
HI
122
Hudock Inc
Pennsylvania
$29.5M -$78.4K -2,869 -0.3%
DFG
123
Demars Financial Group
Washington
$29.5M +$28.4M +774,605 +2,536%
IAN
124
Integrated Advisors Network
Texas
$29.3M +$1.95M +71,388 +7%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$29.3M +$1.92M +70,440 +7%
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