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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.

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
1
Morgan Stanley
New York
$1.26B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
SLI
3
Sumitomo Life Insurance
Japan
$228M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$246M
5
JSTA
5
Japan Science & Technology Agency
Japan
$73.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$402M
3
CAM
3
Cresset Asset Management
Illinois
$41.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$332M
5
PA
5
Parallel Advisors
California
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$152M +$7.75M +305,595 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$127M -$15.6M -614,352 -11%
KFP
28
Keystone Financial Planning
Ohio
$126M -$2.13M -84,039 -2%
CCWM
29
Cassaday & Co Wealth Management
Virginia
$124M +$2.09M +82,335 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$115M +$9.38M +369,633 +9%
HWA
31
HHM Wealth Advisors
Tennessee
$114M +$3.89M +153,378 +4%
Truist Financial
32
Truist Financial
North Carolina
$105M -$168K -6,624 -0.2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$105M -$22.9M -901,920 -18%
AAIM
34
Asset Advisors Investment Management
Georgia
$99.5M +$1.09M +42,777 +1%
KeyBank National Association
35
KeyBank National Association
Ohio
$99M -$7.09M -279,300 -7%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$96.4M -$7.28M -286,956 -7%
FFN
37
Focus Financial Network
Minnesota
$95.8M -$508K -20,013 -0.5%
Creative Planning
38
Creative Planning
Kansas
$95.7M -$7.2M -283,689 -7%
KAS
39
Kestra Advisory Services
Texas
$95.2M +$6.7M +263,949 +8%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$94.6M -$18.6M -733,287 -16%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$88.5M +$17.8M +702,069 +25%
CTC
42
Central Trust Company
Missouri
$87.5M -$10.9M -431,202 -11%
Cerity Partners
43
Cerity Partners
New York
$86.1M +$7.57M +298,155 +10%
CFB
44
Cullen/Frost Bankers
Texas
$83.1M +$10.7M +423,090 +15%
FT
45
Fiduciary Trust
Massachusetts
$80.1M -$11.1M -436,875 -12%
LA
46
LVW Advisors
New York
$79.8M +$11.1M +436,686 +16%
DADC
47
D.A. Davidson & Co
Montana
$78.5M +$1.92M +75,522 +3%
JSTA
48
Japan Science & Technology Agency
Japan
$73.8M +$73.8M +2,910,000 New
GBWM
49
Granite Bay Wealth Management
New Hampshire
$72.6M +$428K +17,967 +0.6%
Stifel Financial
50
Stifel Financial
Missouri
$67.6M -$10.2M -403,656 -13%
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