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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 %
FCA
451
FLC Capital Advisors
California
$4.93M -$184K -7,233 -4%
PCIA
452
Prime Capital Investment Advisors
Kansas
$4.93M +$960K +37,848 +24%
AUB
453
Atlantic Union Bankshares
Virginia
$4.92M -$203K -8,004 -4%
FHA
454
Flagship Harbor Advisors
Massachusetts
$4.92M -$90.7K -3,576 -2%
PIAS
455
PCA Investment Advisory Services
Ohio
$4.9M -$244K -9,618 -5%
ACM
456
Advisors Capital Management
New Jersey
$4.9M +$996K +39,261 +26%
OCFG
457
O'Connor Financial Group
Illinois
$4.87M +$488K +19,215 +11%
WP
458
WealthPLAN Partners
Nebraska
$4.86M -$145K -5,703 -3%
CIAS
459
Capital Investment Advisory Services
North Carolina
$4.84M +$39.4K +1,551 +0.8%
MCC
460
Money Concepts Capital
Florida
$4.77M +$354K +13,950 +8%
IF
461
Intrua Financial
Texas
$4.77M -$56K -2,208 -1%
FA
462
Fagan Associates
New York
$4.77M -$64.6K -2,547 -1%
Citadel Advisors
463
Citadel Advisors
Florida
$4.76M -$4.04M -159,348 -46%
BCI
464
Brinker Capital Investments
Pennsylvania
$4.76M -$3.63M -141,936 -43%
OPS
465
Orion Portfolio Solutions
Nebraska
$4.76M -$3.63M -141,936 -43%
EWA
466
Evolution Wealth Advisors
Florida
$4.73M -$67.3K -2,652 -1%
BFWA
467
Benchmark Financial Wealth Advisors
Florida
$4.7M +$4.7M +185,085 New
HNWAG
468
High Net Worth Advisory Group
Florida
$4.64M -$60.5K -2,382 -1%
OPPS
469
Obsidian Personal Planning Solutions
Maryland
$4.6M +$214K +8,424 +5%
BFM
470
Boston Financial Management
Massachusetts
$4.5M -$434K -17,112 -9%
PCA
471
Pallas Capital Advisors
Massachusetts
$4.47M -$2.81M -110,559 -39%
SKK
472
Shepherd Kaplan Krochuk
Massachusetts
$4.46M -$406K -15,996 -8%
Fidelity Investments
473
Fidelity Investments
Massachusetts
$4.44M -$455K -17,919 -9%
GFG
474
Goldstone Financial Group
Illinois
$4.43M +$304K +11,976 +7%
SFMG
475
Sage Financial Management Group
Virginia
$4.43M +$246K +9,705 +6%
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