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, 1,461 increasing their positions, 35 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
1,461
Reduced
35
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 %
CTC
76
Central Trust Company
Missouri
$43M 1,572,410 -150,490 -9%
TLFA
77
True Link Financial Advisors
California
$42.9M 1,568,525 +33,968 +2%
BFS
78
Burkett Financial Services
South Carolina
$42.1M 1,542,139 +5,815 +0.4%
AWC
79
Adamsbrown Wealth Consultants
Kansas
$41.9M 1,533,215 +23,306 +2%
EH
80
Equitable Holdings
New York
$40.5M 1,482,320 +72,983 +5%
WA
81
Waverly Advisors
Alabama
$40.4M 1,479,271 +82,729 +6%
MWA
82
MFA Wealth Advisors
Pennsylvania
$40.4M 1,478,079 +243,297 +20%
BF
83
BOK Financial
Oklahoma
$40.1M 1,485,598 +99,751 +7%
FPAS
84
Focus Partners Advisor Solutions
Missouri
$39.9M 1,460,444 +1,069,622 +274%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$39.8M 1,457,770 +168,508 +13%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$39.8M 1,455,007 +691,867 +91%
AIA
87
Allied Investment Advisors
Montana
$39.7M 1,454,946 +22,752 +2%
EA
88
Evergreen Advisors
Tennessee
$39.5M 1,445,156 +55,859 +4%
HWM
89
HB Wealth Management
Georgia
$39.3M 1,437,279 -5,190 -0.4%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$39.3M 1,437,053 -1,223,452 -46%
William Blair & Company
91
William Blair & Company
Illinois
$38.7M 1,417,933 +236,584 +20%
BPA
92
Beacon Pointe Advisors
California
$38.6M 1,411,442 +29,495 +2%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$38.5M 1,409,906 +60,776 +5%
RCM
94
Richardson Capital Management
Wisconsin
$38.2M 1,397,211 +14,910 +1%
IAA
95
Independent Advisor Alliance
North Carolina
$38M 1,390,683 +1,340,184 +2,654%
AWS
96
Atria Wealth Solutions
New York
$37.3M 1,364,911 +6,223 +0.5%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$37M 1,283,095 -74,885 -6%
AF
98
Apexium Financial
Texas
$35.9M 1,312,557 +118,041 +10%
SFG
99
Sunburst Financial Group
Alabama
$35.8M 1,311,918 +90,054 +7%
WFS
100
Walker Financial Services
Kentucky
$35.7M 1,307,997 +147,171 +13%
2 3
4
5 6