SCHD icon

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
3.51%
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
+$748M
2
IAS
IMA Advisory Services
Colorado
+$73.4M
3
Cerity Partners
Cerity Partners
New York
+$56.9M
4
LPL Financial
LPL Financial
California
+$47M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$40.5M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$2.08B
2
JSTA
Japan Science & Technology Agency
Japan
-$219M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$94.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$92M
5
SA
Sanctuary Advisors
Indiana
-$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
451
Global Strategic Investment Solutions
Arizona
$5.98M – – –
AWM
452
Apollon Wealth Management
South Carolina
$5.96M +$207K +7,588 +4%
WP
453
WealthPLAN Partners
Nebraska
$5.94M +$318K +11,635 +6%
RDWM
454
Red Door Wealth Management
Tennessee
$5.92M -$119K -4,370 -2%
SAI
455
Savvy Advisors Inc
New York
$5.88M +$4.29M +157,024 +270%
HA
456
Hofer & Associates
California
$5.85M +$57.3K +2,096 +1%
SJIM
457
St. Johns Investment Management
Florida
$5.81M -$21.3K -781 -0.4%
LPT
458
Legacy Private Trust
Wisconsin
$5.81M -$78.4K -2,869 -1%
DBRC
459
D.B. Root & Company
Pennsylvania
$5.76M +$310K +11,329 +6%
IRC
460
Investors Research Corp
Georgia
$5.75M +$359K +13,158 +7%
EFS
461
Econ Financial Services
Pennsylvania
$5.75M +$5.75M +210,387 New
MF
462
Montis Financial
Massachusetts
$5.69M +$729K +26,685 +15%
MCC
463
Money Concepts Capital
Florida
$5.68M +$101K +3,684 +2%
RC
464
Rovin Capital
Arizona
$5.67M +$1.04M +37,897 +22%
AWMG
465
Alliance Wealth Management Group
New Jersey
$5.65M -$156K -5,711 -3%
TCM
466
Towercrest Capital Management
Pennsylvania
$5.65M -$156K -5,711 -3%
CW
467
Channel Wealth
California
$5.64M +$1.34M +49,024 +31%
CF
468
Cyr Financial
Illinois
$5.63M +$1.38M +50,626 +33%
PFP
469
Pinnacle Financial Partners
Tennessee
$5.62M -$337K -12,344 -6%
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$5.62M -$9.45M -345,803 -63%
FFWM
471
Future Financial Wealth Management
Ohio
$5.6M +$241K +8,822 +4%
SFA
472
Sequoia Financial Advisors
Ohio
$5.56M +$1.5M +54,945 +37%
EWA
473
Evolution Wealth Advisors
Florida
$5.52M +$165K +6,057 +3%
KIA
474
KCM Investment Advisors
California
$5.49M -$183K -6,696 -3%
PCS
475
Personal CFO Solutions
New Jersey
$5.48M +$90.1K +3,297 +2%
17 18
19
20 21