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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
+$640M
2
Bank of America
Bank of America
North Carolina
+$336M
3
SLI
Sumitomo Life Insurance
Japan
+$228M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$103M
5
JSTA
Japan Science & Technology Agency
Japan
+$73.8M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$547M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$190M
3
CAM
Cresset Asset Management
Illinois
-$92.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$82.4M
5
PA
Parallel Advisors
California
-$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
276
Capital Fund Management (CFM)
France
$10.7M -$1.74M -68,400 -14%
WLPWM
277
Walled Lake Planning & Wealth Management
Illinois
$10.6M +$44.7K +1,761 +0.4%
MFG
278
Midwest Financial Group
Kansas
$10.5M +$97.4K +3,837 +0.9%
SWP
279
Stratos Wealth Partners
Ohio
$10.5M +$1.29M +50,775 +14%
CST
280
Charles Schwab Trust
Nevada
$10.5M +$1.51M +59,511 +17%
HAIM
281
Hunter Associates Investment Management
Pennsylvania
$10.5M +$509K +20,016 +5%
CNWM
282
Clay Northam Wealth Management
California
$10.4M -$46K -1,812 -0.4%
MAM
283
Madison Asset Management
Wisconsin
$10.4M -$1.28M -50,487 -11%
PMG
284
ProVise Management Group
Florida
$10.3M -$370K -14,571 -3%
SFS
285
Sowell Financial Services
Arkansas
$10.2M -$2.5M -98,694 -20%
PAI
286
Pittenger & Anderson Inc
Nebraska
$10.2M -$723K -28,482 -7%
JIP
287
Jaffetilchin Investment Partners
Florida
$10.2M +$1.93M +76,059 +23%
VNA
288
Valley National Advisers
Pennsylvania
$10.2M -$3.56M -140,253 -26%
SFWC
289
Strategic Family Wealth Counselors
New Jersey
$10.2M -$558K -21,984 -5%
JF
290
Joule Financial
Kentucky
$10.1M +$77.8K +3,066 +0.8%
WIM
291
Warwick Investment Management
Texas
$10M +$4.92M +169,659 +96%
BBW
292
Blue Barn Wealth
Utah
$9.96M +$530K +20,883 +6%
PS
293
Principal Securities
Iowa
$9.94M +$9.94M +391,536 New
KJWM
294
Kiley Juergens Wealth Management
Washington
$9.9M +$534K +21,057 +6%
WAG
295
Winthrop Advisory Group
Massachusetts
$9.87M -$84.7K -3,339 -0.9%
LFAS
296
Level Four Advisory Services
Texas
$9.73M +$151K +5,961 +2%
TA
297
TrueWealth Advisors
Alabama
$9.67M +$146K +5,760 +2%
ICM
298
Islay Capital Management
Texas
$9.67M +$546K +21,504 +6%
CWP
299
Concord Wealth Partners
Virginia
$9.62M -$2.85M -112,218 -23%
SB
300
Strategic Blueprint
Georgia
$9.59M +$219K +8,649 +2%
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