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 %
LI
1651
LRI Investments
Florida
$65.3K -$158K -5,796 -71%
RWM
1652
Rialto Wealth Management
New York
$63.9K +$63.9K +2,340 New
GTAM
1653
Global Trust Asset Management
Florida
$62.4K -$27 -1 -0%
VWWMG
1654
Vermillion & White Wealth Management Group
Pennsylvania
$61.3K – – –
GWSA
1655
Global Wealth Strategies & Associates
Colorado
$60.9K +$2.73K +100 +5%
FGC
1656
Financial Gravity Companies
Texas
$59.4K +$35.8K +1,309 +152%
TIM
1657
Thompson Investment Management
Wisconsin
$59.3K +$59.3K +2,169 New
OFG
1658
Oxford Financial Group
Indiana
$58.4K – – –
RF
1659
Roxbury Financial
New Jersey
$56.6K +$56.6K +1,917 New
HCP
1660
Hexagon Capital Partners
Arkansas
$56.3K +$1.59K +58 +3%
HDIM
1661
Hanson & Doremus Investment Management
Vermont
$53K -$30.2K -1,095 -36%
AFS
1662
Anderson Financial Strategies
Ohio
$51.2K +$51.2K +1,875 New
AA
1663
Addison Advisors
Vermont
$50.9K – – –
CSPIA
1664
Cary Street Partners Investment Advisory
Virginia
$50.7K -$6.59M -241,050 -99%
WT
1665
Washington Trust
Rhode Island
$50.1K +$30K +1,099 +150%
VDBMI
1666
Van Den Berg Management I
Texas
$49.9K – – –
FCMT
1667
Founders Capital Management (Texas)
Texas
$49.2K – – –
VWM
1668
Venturi Wealth Management
Texas
$48.9K +$164 +6 +0.3%
ITIM
1669
Indiana Trust & Investment Management
Indiana
$47.7K -$28.4K -1,040 -37%
PA
1670
PSI Advisors
Florida
$47.3K +$27.4K +1,003 +138%
CYG
1671
Clean Yield Group
Vermont
$46.4K – – –
CFS
1672
Compass Financial Services
Iowa
$46.2K +$46.2K +1,690 New
TWD
1673
True Wealth Design
Ohio
$43.3K +$109 +4 +0.3%
FFA
1674
Fairfield Financial Advisors
Massachusetts
$42.4K +$355 +13 +0.8%
CP
1675
Castleview Partners
Texas
$41.9K +$218 +8 +0.5%
65 66
67
68 69