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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 %
MAG
301
Mayfair Advisory Group
Alabama
$9.53M +$890K +34,815 +10%
FPIS
302
Financial Planning & Information Services
Wisconsin
$9.46M +$5.16M +203,496 +120%
B
303
Bensler
Washington
$9.42M -$725K -28,584 -7%
AP
304
Advisors Preferred
Maryland
$9.4M +$6.53M +255,300 +227%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$9.32M +$2.58M +101,703 +38%
GB
306
Goepper Burkhardt
South Carolina
$9.26M +$1.18M +46,254 +15%
BCM
307
Brookstone Capital Management
Illinois
$9.22M -$908K -35,766 -9%
AWM
308
Avior Wealth Management
Nebraska
$9.16M +$89.5K +3,531 +1%
YIA
309
YHB Investment Advisors
Connecticut
$9.12M -$1.27M -50,085 -12%
HBW
310
Hazlett, Burt & Watson
West Virginia
$9.09M +$28.9K +1,140 +0.3%
KWA
311
Kellett Wealth Advisors
Ohio
$9.04M -$22.6M -891,084 -71%
Citigroup
312
Citigroup
New York
$9.01M -$229K -9,009 -2%
SFC
313
SYM Financial Corp
Indiana
$9M -$309K -12,159 -3%
SCM
314
Spreng Capital Management
Ohio
$9M +$82.8K +3,264 +0.9%
LNB
315
Ledyard National Bank
$8.99M +$577K +22,740 +7%
HCP
316
Holt Capital Partners
Texas
$8.91M +$219K +8,625 +3%
XF
317
XML Financial
Maryland
$8.9M +$698K +27,489 +9%
EWMCB
318
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.85M -$422K -16,635 -5%
SSWM
319
Sheets Smith Wealth Management
North Carolina
$8.83M -$97.4K -3,837 -1%
CWA
320
Canvas Wealth Advisors
Kansas
$8.82M -$1.96M -77,244 -18%
DFA
321
DHJJ Financial Advisors
Illinois
$8.78M +$79.9K +3,147 +0.9%
IA
322
IFP Advisors
Florida
$8.77M -$2.09M -82,251 -19%
CCG
323
Coastwise Capital Group
California
$8.65M +$524K +20,661 +6%
MF
324
Meridian Financial
Massachusetts
$8.63M +$263K +10,347 +3%
GSIAS
325
Garden State Investment Advisory Services
New Jersey
$8.61M +$219K +8,613 +3%
11 12
13
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