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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 %
IAS
251
Investment Advisory Services
Texas
$12.1M -$1.63M -64,131 -12%
WA
252
Win Advisors
Florida
$12.1M +$12.1M +475,494 New
KMWM
253
Keudell/Morrison Wealth Management
Oregon
$12.1M +$240K +9,447 +2%
AWA
254
Acorn Wealth Advisors
Michigan
$12M -$526K -20,745 -4%
TIA
255
Traphagen Investment Advisors
New Jersey
$11.8M -$8.3M -326,904 -41%
KPWS
256
Kestra Private Wealth Services
Texas
$11.8M +$7.17M +282,570 +156%
AI
257
Atria Investments
North Carolina
$11.7M +$171K +6,744 +1%
SFWA
258
Summit Financial Wealth Advisors
Louisiana
$11.7M +$1.38M +54,210 +13%
MA
259
MONECO Advisors
Connecticut
$11.7M -$183K -7,209 -2%
WCM
260
Winthrop Capital Management
Indiana
$11.6M +$11.6M +459,021 New
LWL
261
Leo Wealth LLC
Texas
$11.6M +$11.6M +443,391 New
SWA
262
Stratos Wealth Advisors
Ohio
$11.6M +$1.74M +68,610 +18%
CFG
263
Cooper Financial Group
California
$11.5M +$1.37M +53,865 +13%
ES
264
Eagle Strategies
New York
$11.5M +$283K +11,154 +3%
BWM
265
BCGM Wealth Management
Indiana
$11.3M -$2.64M -103,893 -19%
RDIA
266
RE Dickinson Investment Advisors
Iowa
$11.2M +$232K +9,159 +2%
CAAS
267
Capital Asset Advisory Services
Michigan
$11.1M +$401K +15,816 +4%
BEAM
268
Baker Ellis Asset Management
Washington
$11.1M -$3.02M -118,959 -21%
FMC
269
First Merchants Corp
Indiana
$11.1M -$388K -15,297 -3%
Bank of New York Mellon
270
Bank of New York Mellon
New York
$10.9M +$10.6M +417,957 +3,537%
GA
271
GSG Advisors
New Jersey
$10.9M +$764K +30,084 +8%
SFG
272
SevenBridge Financial Group
Pennsylvania
$10.8M +$1.15M +45,366 +12%
FFWA
273
FRG Family Wealth Advisors
Washington
$10.7M -$834K -32,865 -7%
CMP
274
Courage Miller Partners
Virginia
$10.7M +$87K +3,429 +0.8%
NIWA
275
New Insight Wealth Advisors
California
$10.7M +$10.7M +420,699 New
9 10
11
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