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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 %
FA
551
Fiduciary Alliance
South Carolina
$3.25M +$2.35M +92,733 +264%
VP
552
Verum Partners
North Carolina
$3.24M -$516K -20,340 -14%
FFWM
553
Future Financial Wealth Management
Ohio
$3.23M +$35.9K +1,416 +1%
SC
554
Savant Capital
Illinois
$3.22M +$132K +5,199 +4%
CIBC World Market
555
CIBC World Market
Ontario, Canada
$3.21M -$634K -24,966 -16%
SAF
556
Smith Anglin Financial
Texas
$3.19M +$4.11K +162 +0.1%
GGI
557
GPM Growth Investors
Michigan
$3.15M -$1.39M -54,837 -31%
CFGA
558
Cambridge Financial Group (Arizona)
Arizona
$3.13M +$3.13M +123,462 New
AIM
559
AHL Investment Management
Florida
$3.12M +$1.41M +55,548 +82%
CWM
560
Chesapeake Wealth Management
Virginia
$3.07M -$235K -9,252 -7%
SWP
561
Semus Wealth Partners
Florida
$3.05M -$570K -22,461 -16%
GSEP
562
Golden State Equity Partners
California
$3.05M +$106K +4,188 +4%
SAW
563
Signal Advisors Wealth
Michigan
$3.05M +$3.05M +120,261 New
CIA
564
Choate Investment Advisors
Massachusetts
$3.03M +$31.6K +1,245 +1%
SWP
565
Strategic Wealth Partners
Ohio
$3.03M +$125K +4,944 +4%
PFA
566
Pathway Financial Advisers
Indiana
$3.02M +$188K +7,404 +7%
NF
567
Nikulski Financial
Iowa
$2.99M +$39.6K +1,560 +1%
WFAG
568
Worth Financial Advisory Group
North Carolina
$2.98M -$4.95K -195 -0.2%
US Bancorp
569
US Bancorp
Minnesota
$2.98M -$699K -27,525 -19%
TW
570
Transform Wealth
Colorado
$2.98M +$958K +37,743 +47%
CFA
571
Cahill Financial Advisors
Minnesota
$2.97M +$224K +8,811 +8%
TC
572
Trust Company
Kansas
$2.95M -$15.7K -618 -0.5%
ERIM
573
Eagle Ridge Investment Management
Connecticut
$2.94M +$143K +5,628 +5%
PWA
574
Physician Wealth Advisors
Utah
$2.94M -$64.3K -2,508 -2%
BSB
575
Bangor Savings Bank
Maine
$2.93M +$28.5K +1,125 +1%
21 22
23
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