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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 %
BWG
501
Berry Wealth Group
Texas
$4.06M +$4.06M +160,056 New
CF
502
Centaurus Financial
California
$4.05M +$134K +5,277 +3%
PAG
503
Paladin Advisory Group
Iowa
$4.04M -$748K -29,493 -16%
EF
504
Exeter Financial
Arizona
$3.98M +$69.5K +2,730 +2%
EFG
505
Everhart Financial Group
Ohio
$3.96M -$43.6K -1,719 -1%
CW
506
Channel Wealth
California
$3.95M -$147K -5,799 -4%
TYCC
507
Texas Yale Capital Corp
Florida
$3.94M +$943K +37,173 +32%
JPLA
508
Joseph P. Lucia & Associates
New York
$3.93M -$68.1K -2,682 -2%
NG
509
Northstar Group
New York
$3.93M -$21.2K -837 -0.5%
OFP
510
OLIO Financial Planning
Virginia
$3.93M +$135K +5,313 +4%
BPFA
511
Barnes Pettey Financial Advisors
Mississippi
$3.92M -$12.5K -492 -0.3%
AA
512
Apriem Advisors
California
$3.92M -$6.01K -237 -0.2%
BP
513
Broadleaf Partners
Ohio
$3.91M -$40.6K -1,599 -1%
LSIA
514
LaSalle St. Investment Advisors
Illinois
$3.9M -$28.8M -113,307 -88%
CCM
515
Crew Capital Management
Ohio
$3.9M +$200K +7,866 +5%
MSS
516
Mitchell Sinkler & Starr
Pennsylvania
$3.9M +$3.9M +153,645 New
MCA
517
MSH Capital Advisors
Arizona
$3.89M +$391K +15,411 +11%
NIC
518
Northwest Investment Counselors
Oregon
$3.88M -$81.1K -3,195 -2%
CA
519
Cresta Advisors
Texas
$3.87M -$224K -8,844 -5%
PPP
520
Private Portfolio Partners
New Jersey
$3.84M -$128K -5,052 -3%
RC
521
Roundview Capital
New Jersey
$3.83M -$30.8K -1,212 -0.8%
GFS
522
GYL Financial Synergies
Connecticut
$3.81M -$15.9K -627 -0.4%
FPAS
523
Focus Partners Advisor Solutions
Missouri
$3.8M +$497K +19,590 +15%
OCM
524
Orion Capital Management
California
$3.79M -$430K -16,950 -10%
SEP
525
Southland Equity Partners
Missouri
$3.78M +$437K +17,220 +13%
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