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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 %
VCP
326
Verus Capital Partners
Arizona
$8.46M -$1.35M -53,262 -14%
TFA
327
Trinity Financial Advisors
Ohio
$8.45M -$5.99M -235,980 -41%
BWA
328
BlueChip Wealth Advisors
Georgia
$8.39M +$8.39M +330,687 New
CFMC
329
Curbstone Financial Management Corp
New Hampshire
$8.33M +$328K +12,930 +4%
RMF
330
Red Mountain Financial
Colorado
$8.31M +$8.31M +327,483 New
RG
331
Retirement Group
California
$8.3M -$547K -21,543 -6%
CWM
332
Congress Wealth Management
Massachusetts
$8.25M +$295K +11,619 +4%
DCM
333
Davis Capital Management
Florida
$8.25M +$8.25M +324,942 New
SW
334
SVB Wealth
Massachusetts
$8.24M -$13.8M -545,376 -63%
NEPWA
335
New England Private Wealth Advisors
Massachusetts
$8.22M -$4.79M -188,613 -37%
MFIM
336
Mesirow Financial Investment Management
Illinois
$8.18M +$8.18M +322,395 New
FHC
337
First Heartland Consultants
Missouri
$8.12M -$503K -19,833 -6%
Northern Trust
338
Northern Trust
Illinois
$8.07M +$2.48M +97,548 +44%
BIA
339
Bell Investment Advisors
California
$8.05M +$195K +7,698 +2%
DAS
340
Dynamic Advisor Solutions
Arizona
$7.98M +$3.43M +134,922 +76%
DCM
341
Donaldson Capital Management
Indiana
$7.95M +$3.16M +124,521 +66%
Comerica Bank
342
Comerica Bank
Texas
$7.92M +$2.85M +112,305 +56%
UWM
343
USAdvisors Wealth Management
Minnesota
$7.9M +$464K +18,300 +6%
NB
344
NBT Bank
New York
$7.86M -$339K -13,371 -4%
MMA
345
Miracle Mile Advisors
California
$7.81M -$1.5M -59,088 -16%
EA
346
Eudaimonia Advisors
Tennessee
$7.78M -$300K -11,820 -4%
RF
347
Robbins Farley
New Hampshire
$7.75M +$908K +35,793 +13%
BWM
348
BCS Wealth Management
Tennessee
$7.73M +$171K +6,723 +2%
GFPC
349
Global Financial Private Client
Florida
$7.72M -$376K -14,832 -5%
HAS
350
HBW Advisory Services
California
$7.69M -$23.8K -939 -0.3%
12 13
14
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