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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 %
DC
426
Davenport & Co
Virginia
$5.55M +$652K +25,704 +13%
AIA
427
Armor Investment Advisors
North Carolina
$5.54M +$145K +5,718 +3%
SAM
428
Smithbridge Asset Management
Pennsylvania
$5.52M +$171K +6,720 +3%
RDWM
429
Red Door Wealth Management
Tennessee
$5.49M +$421K +16,590 +8%
CA
430
Clearstead Advisors
Ohio
$5.49M +$2.96M +116,808 +118%
MGIA
431
Moneta Group Investment Advisors
Missouri
$5.46M +$54.8K +2,160 +1%
AOWM
432
Alpha Omega Wealth Management
Virginia
$5.45M -$157K -6,198 -3%
HA
433
HC Advisors
Georgia
$5.42M +$15.7K +618 +0.3%
AAP
434
Arax Advisory Partners
Colorado
$5.41M +$18.2K +717 +0.3%
CS
435
Crescent Sterling
Louisiana
$5.38M +$76.4K +3,009 +1%
KWM
436
Kingsview Wealth Management
Oregon
$5.33M +$1.5M +59,217 +39%
JWWM
437
Johnson & White Wealth Management
Pennsylvania
$5.29M -$940K -37,026 -15%
CA
438
Continuum Advisory
Idaho
$5.25M +$1.92M +75,630 +58%
TFA
439
Teamwork Financial Advisors
Texas
$5.2M +$19.1K +753 +0.4%
DBRC
440
D.B. Root & Company
Pennsylvania
$5.18M -$160K -6,291 -3%
LA
441
LexAurum Advisors
Kansas
$5.14M +$309K +12,195 +6%
PTP
442
Platform Technology Partners
New York
$5.14M +$1.7M +65,820 +49%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$5.11M +$5.09M +200,625 +26,225%
HA
444
Hofer & Associates
California
$5.07M +$74K +2,916 +1%
ACM
445
Alpha Capital Management
Texas
$5.05M -$412K -16,224 -8%
FTS
446
Fifth Third Securities
Ohio
$5.05M -$2.29M -90,285 -31%
KIA
447
KCM Investment Advisors
California
$5.04M -$2.21M -87,060 -30%
KA
448
Kure Advisory
Minnesota
$5.03M -$110K -4,317 -2%
MFA
449
Mayflower Financial Advisors
Massachusetts
$5.02M +$447K +17,622 +10%
Brown Advisory
450
Brown Advisory
Maryland
$4.95M +$24.9K +981 +0.5%
16 17
18
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