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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 %
NCM
526
Northwest Capital Management
Oregon
$3.77M -$27.3K -1,074 -0.7%
JWCA
527
J.W. Cole Advisors
Florida
$3.77M +$100K +3,942 +3%
TNBTD
528
Trustmark National Bank Trust Department
Mississippi
$3.72M +$513K +20,220 +16%
LSA
529
Lion Street Advisors
Texas
$3.67M +$929K +36,600 +34%
CL
530
COWA LLC
Oklahoma
$3.66M -$112K -4,431 -3%
CG
531
Cynosure Group
Utah
$3.66M +$453K +17,859 +14%
NL
532
NWAM LLC
Washington
$3.65M +$2.2M +86,706 +152%
ANTB
533
AMG National Trust Bank
Colorado
$3.64M +$9.9K +390 +0.3%
BRWA
534
B. Riley Wealth Advisors
Florida
$3.6M -$953K -37,545 -21%
CWA
535
Clearview Wealth Advisors
Oregon
$3.6M +$61.4K +2,421 +2%
EWA
536
EverSource Wealth Advisors
Alabama
$3.59M -$254K -9,993 -7%
WS
537
Wedbush Securities
California
$3.59M -$126K -4,980 -3%
SWC
538
Spectrum Wealth Counsel
Indiana
$3.58M +$3.58M +141,042 New
BAG
539
Bridgewealth Advisory Group
California
$3.56M +$2.17M +85,419 +156%
CIC
540
Cutler Investment Counsel
Oregon
$3.51M +$642K +25,281 +22%
GPFA
541
Game Plan Financial Advisors
Ohio
$3.51M +$3.51M +138,216 New
PAG
542
Private Advisory Group
Washington
$3.49M -$233K -9,177 -6%
AA
543
Auxano Advisors
Washington
$3.47M -$1.01M -39,855 -23%
EP
544
Eudaimonia Partners
Tennessee
$3.47M +$203K +8,013 +6%
TPA
545
Trivium Point Advisory
Connecticut
$3.43M +$405K +15,969 +13%
CPP
546
Capasso Planning Partners
South Carolina
$3.38M -$453K -17,853 -12%
CPL
547
CAP Partners LLC
Tennessee
$3.37M +$3.37M +132,822 New
PNC Financial Services Group
548
PNC Financial Services Group
Pennsylvania
$3.33M -$427K -16,827 -11%
AWM
549
Apollon Wealth Management
South Carolina
$3.26M -$32.4K -1,275 -1%
WLIM
550
White Lighthouse Investment Management
Massachusetts
$3.25M -$66.3K -2,613 -2%
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