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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 %
MWM
476
Moran Wealth Management
Florida
$4.43M -$524K -20,634 -11%
PCWA
477
Pacific Capital Wealth Advisors
California
$4.4M -$10.6K -417 -0.2%
ACI
478
Alpha Cubed Investments
California
$4.38M +$133K +5,253 +3%
TCM
479
Towercrest Capital Management
Pennsylvania
$4.36M -$44.9K -1,770 -1%
AWMG
480
Alliance Wealth Management Group
New Jersey
$4.36M +$4.36M +171,633 New
RF
481
Rollins Financial
Georgia
$4.33M -$9.21K -363 -0.2%
RFA
482
Rollins Financial Advisors
New York
$4.33M +$4.33M +170,544 New
NCM
483
NCM Capital Management
New Jersey
$4.3M +$340K +13,416 +9%
OAM
484
Oppenheimer Asset Management
New York
$4.28M +$389K +15,312 +10%
CA
485
Cambridge Advisors
Nebraska
$4.28M -$277K -10,920 -6%
H
486
HoyleCohen
California
$4.27M +$43.7K +1,722 +1%
ST
487
Smithfield Trust
Pennsylvania
$4.26M +$151K +5,961 +4%
GFP
488
Guardian Financial Partners
California
$4.25M +$468K +18,438 +12%
IRC
489
Investors Research Corp
Georgia
$4.25M +$154K +6,057 +4%
SFA
490
Sequoia Financial Advisors
Ohio
$4.25M -$17.4K -687 -0.4%
SQA
491
Simon Quick Advisors
New Jersey
$4.2M +$71.9K +2,835 +2%
CWM
492
Curi Wealth Management
North Carolina
$4.2M -$5.48M -215,859 -57%
ML
493
McAdam LLC
Pennsylvania
$4.19M -$91.2K -3,594 -2%
M&T Bank
494
M&T Bank
New York
$4.19M – – –
Wolverine Trading
495
Wolverine Trading
Illinois
$4.18M +$2.54M +100,107 +155%
NJIM
496
Nabity-Jensen Investment Management
Nebraska
$4.16M +$4.16M +163,908 New
AFS
497
Access Financial Services
Minnesota
$4.15M -$63.3K -2,493 -2%
UBG
498
United Bank (Georgia)
Georgia
$4.11M +$61.1K +2,409 +2%
PFWA
499
Paces Ferry Wealth Advisors
Georgia
$4.1M +$658K +25,947 +19%
BHCM
500
Brevan Howard Capital Management
Jersey
$4.08M +$4.08M +160,605 New
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