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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 %
JSL
401
JT Stratford LLC
Georgia
$6.06M -$167K -6,579 -3%
TF
402
Trek Financial
Arizona
$6.04M +$4.84M +190,686 +402%
HWM
403
HRC Wealth Management
Idaho
$6.02M +$6.02M +237,414 New
SMC
404
Smith, Moore & Co
Missouri
$5.98M +$329K +12,963 +6%
SWM
405
Sendero Wealth Management
Texas
$5.97M +$145K +5,733 +2%
CL
406
Choreo LLC
Illinois
$5.94M +$1.22M +48,198 +26%
LWM
407
Ledge Wealth Management
Minnesota
$5.94M -$64.6K -2,547 -1%
HSA
408
HBK Sorce Advisory
Pennsylvania
$5.88M -$106K -4,191 -2%
BMCM
409
Bryn Mawr Capital Management
Pennsylvania
$5.88M -$2.43M -95,769 -29%
OCG
410
Opus Capital Group
Ohio
$5.86M +$108K +4,254 +2%
CA
411
CapWealth Advisors
Tennessee
$5.86M +$5.79K +228 +0.1%
AFO
412
Arrowroot Family Office
California
$5.86M -$104K -4,089 -2%
AssetMark Inc
413
AssetMark Inc
California
$5.85M -$296K -11,646 -5%
VFIC
414
Valley Forge Investment Consultants
Pennsylvania
$5.77M -$607K -23,937 -10%
CIC
415
Carnegie Investment Counsel
Ohio
$5.77M +$144K +5,691 +3%
IA
416
IFG Advisory
Georgia
$5.75M +$503K +19,815 +10%
SEI Investments
417
SEI Investments
Pennsylvania
$5.72M +$1.54M +60,714 +37%
BW
418
Bison Wealth
Georgia
$5.72M +$301K +11,853 +6%
BAM
419
Belpointe Asset Management
Nevada
$5.72M +$3.32M +130,650 +138%
WWM
420
Western Wealth Management
Colorado
$5.67M +$1.07M +42,231 +23%
PF
421
Prosperitas Financial
California
$5.67M +$43.8K +1,725 +0.8%
LPT
422
Legacy Private Trust
Wisconsin
$5.58M -$60.9K -2,400 -1%
PF
423
Penney Financial
Texas
$5.57M +$5.57M +219,567 New
OBWG
424
Onyx Bridge Wealth Group
New York
$5.55M +$1.05M +41,340 +23%
GSIS
425
Global Strategic Investment Solutions
Arizona
$5.55M -$3.58K -141 -0.1%
15 16
17
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