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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,514 hedge funds and large institutions have $21.1B invested in Schwab US Dividend Equity ETF in 2023 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 592 increasing their positions, 575 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+141
Holders Change %
+10.27%
% of All Funds
22.2%
Holding in Top 10
245
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.94%
% of All Funds
3.59%
New
224
Increased
592
Reduced
575
Closed
62
Calls
$138M
Puts
$60M
Net Calls
+$77.6M
Net Calls Change
+$42.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.26B
2
Bank of America
Bank of America
North Carolina
$1.04B
3
SLI
Sumitomo Life Insurance
Japan
$228M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$246M
5
JSTA
Japan Science & Technology Agency
Japan
$73.8M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$15.5M
2
Wealthfront Advisers
Wealthfront Advisers
California
$402M
3
CAM
Cresset Asset Management
Illinois
$41.7M
4
Osaic Holdings
Osaic Holdings
Arizona
$332M
5
PA
Parallel Advisors
California
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$13.6M -$227K -8,961 -2%
Prudential Financial
227
Prudential Financial
New Jersey
$13.6M -$3.34M -131,460 -20%
MOS
228
MGO One Seven
Ohio
$13.6M -$1.08M -42,600 -7%
CAM
229
Cozad Asset Management
Illinois
$13.5M +$129K +5,067 +1%
PCM
230
Presidio Capital Management
California
$13.4M +$782K +30,798 +6%
LWM
231
LongView Wealth Management
Georgia
$13.4M +$13.4M +526,521 New
MWA
232
MFA Wealth Advisors
Pennsylvania
$13.3M +$149K +5,883 +1%
FNC
233
First National Corp
Massachusetts
$13.3M -$1.03M -40,431 -7%
MCB
234
Morton Community Bank
Illinois
$13.3M +$13.3M +522,723 New
SCP
235
Shorepoint Capital Partners
Massachusetts
$13.3M -$232K -9,132 -2%
PAG
236
Powers Advisory Group
Illinois
$13.2M +$821K +32,340 +7%
MCM
237
Mendel Capital Management
Arkansas
$13.1M +$115K +4,512 +0.9%
CT
238
Cambridge Trust
Massachusetts
$13M -$374K -14,721 -3%
SGI
239
Summit Global Investments
Utah
$13M -$187K -7,386 -1%
TAM
240
Titleist Asset Management
Texas
$12.9M -$349K -13,734 -3%
IWM
241
IHT Wealth Management
Illinois
$12.9M -$352K -13,887 -3%
Goldman Sachs
242
Goldman Sachs
New York
$12.7M -$2.5M -98,604 -16%
UCFA
243
United Capital Financial Advisors
Texas
$12.7M -$12.9M -508,680 -50%
WFS
244
Weitzel Financial Services
Iowa
$12.5M +$214K +8,355 +2%
SHFP
245
Second Half Financial Partners
Florida
$12.5M +$4.58M +180,459 +58%
TFS
246
Thoroughbred Financial Services
Tennessee
$12.2M -$1.19M -46,902 -9%
SPC
247
Sigma Planning Corp
Michigan
$12.2M -$17.6M -693,855 -59%
DP
248
Denver PWM
Colorado
$12.2M -$356K -14,013 -3%
CBFP
249
Cedar Brook Financial Partners
Ohio
$12.2M -$388K -15,300 -3%
PWM
250
Perigon Wealth Management
California
$12.1M +$209K +8,247 +2%
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