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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 %
AWA
351
Arkadios Wealth Advisors
Georgia
$7.69M -$20.6K -813 -0.3%
RWA
352
Rainsberger Wealth Advisors
Colorado
$7.63M -$254K -9,996 -3%
WA
353
Waverly Advisors
Alabama
$7.6M +$580K +22,860 +8%
MS
354
Madden Securities
Texas
$7.6M -$17.9K -705 -0.2%
CFGS
355
Concourse Financial Group Securities
Alabama
$7.59M +$501K +19,728 +7%
EFG
356
Ethos Financial Group
Pennsylvania
$7.59M +$6.9M +271,812 +999%
SC
357
Scotia Capital
Ontario, Canada
$7.58M +$307K +12,099 +4%
JWBC
358
John W. Brooker & Co
California
$7.49M -$1.02M -40,329 -12%
PSCM
359
Per Stirling Capital Management
Texas
$7.48M -$49.9K -1,968 -0.7%
William Blair & Company
360
William Blair & Company
Illinois
$7.46M +$1.32M +52,167 +22%
FIA
361
Foundations Investment Advisors
Arizona
$7.41M -$1M -38,973 -12%
BFEC
362
Benjamin F. Edwards & Company
Missouri
$7.39M +$1.43M +56,337 +24%
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$7.38M +$3.44M +135,738 +88%
SWM
364
Spire Wealth Management
Virginia
$7.36M +$406K +15,897 +6%
HGERS
365
Householder Group Estate & Retirement Specialist
Arizona
$7.33M +$226K +8,898 +3%
MI
366
Mango Investments
Colorado
$7.33M +$7.33M +288,900 New
SOS
367
Silver Oak Securities
Tennessee
$7.33M +$976K +38,463 +15%
OP
368
ORG Partners
Indiana
$7.32M +$970K +38,208 +15%
JWS
369
Juncture Wealth Strategies
Arizona
$7.32M +$107K +4,209 +1%
OHWP
370
Oak Harbor Wealth Partners
North Carolina
$7.32M +$437K +17,238 +6%
APC
371
Asset Planning Corporation
Tennessee
$7.31M +$100K +3,942 +1%
PIA
372
Panoramic Investment Advisors
Colorado
$7.27M +$24.6K +969 +0.3%
SW
373
SteelPeak Wealth
California
$7.25M -$808K -31,836 -10%
PCM
374
Pennsylvania Capital Management
Pennsylvania
$7.18M -$3.89M -153,387 -35%
OC
375
Oppenheimer & Co
New York
$7.09M -$5.45M -214,647 -43%
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