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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,515 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 225 funds opening new positions, 592 increasing their positions, 575 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+142
Holders Change %
+10.34%
% of All Funds
22.21%
Holding in Top 10
245
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.94%
% of All Funds
3.59%
New
225
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 %
AWM
376
Aspire Wealth Management
Massachusetts
$7.03M -$1.56M -61,473 -18%
VWA
377
Visionary Wealth Advisors
Illinois
$7.01M -$971K -38,271 -12%
USCWA
378
U.S. Capital Wealth Advisors
Texas
$6.93M +$2.15M +84,768 +45%
AT
379
Arden Trust
Delaware
$6.93M -$4.86M -191,505 -41%
MWM
380
Meridian Wealth Management
Kentucky
$6.91M -$1.33M -52,491 -16%
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$6.88M +$89.1K +3,513 +1%
PIMG
382
Patriot Investment Management Group
Tennessee
$6.78M -$661K -26,052 -9%
LGA
383
Lebenthal Global Advisors
New York
$6.72M -$30.8K -1,215 -0.5%
PCG
384
Prosperity Consulting Group
Maryland
$6.72M +$2.95M +116,331 +78%
MA
385
MBA Advisors
Pennsylvania
$6.72M +$186K +7,314 +3%
SS
386
Sunbelt Securities
Texas
$6.69M +$32K +1,260 +0.5%
CAG
387
Curtis Advisory Group
California
$6.63M -$173K -6,810 -3%
ECG
388
Edge Capital Group
Georgia
$6.59M +$968K +38,160 +17%
BGAI
389
Bruce G. Allen Investments
Colorado
$6.58M +$6.58M +259,338 New
PVAMC
390
PPS&V Asset Management Consultants
Michigan
$6.49M +$255K +10,029 +4%
CAMV
391
Concord Asset Management (Virginia)
Virginia
$6.39M -$1.71M -67,557 -21%
OPA
392
Old Port Advisors
Maine
$6.37M +$206K +8,127 +3%
BMCM
393
Burns Matteson Capital Management
New York
$6.37M -$187K -7,365 -3%
AOG
394
Alpha Omega Group
Virginia
$6.21M +$64.8K +2,553 +1%
BWM
395
Benchmark Wealth Management
Connecticut
$6.21M -$339K -13,341 -5%
SJIM
396
St. Johns Investment Management
Florida
$6.19M -$60.8K -2,394 -1%
RWA
397
Redhawk Wealth Advisors
Minnesota
$6.17M +$5.12M +201,825 +487%
TBC
398
Ted Buchan & Co
California
$6.16M +$294K +11,568 +5%
FA
399
Fermata Advisors
California
$6.15M +$1.66M +65,367 +37%
WIP
400
WealthCare Investment Partners
Rhode Island
$6.08M -$940K -36,702 -13%
14 15
16
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