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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 %
BSW
576
Buckingham Strategic Wealth
Missouri
$2.92M -$1.99M -78,354 -40%
Mirae Asset Global Investments
577
Mirae Asset Global Investments
South Korea
$2.92M +$688K +27,123 +31%
PCMC
578
Planning Capital Management Corporation
Pennsylvania
$2.87M +$2.87M +113,193 New
CPC
579
Consolidated Planning Corp
Georgia
$2.87M -$1.22M -47,970 -30%
GLA
580
Great Lakes Advisors
Illinois
$2.86M -$334K -13,179 -10%
EIA
581
Eldridge Investment Advisors
New Hampshire
$2.85M +$2.08M +81,777 +270%
CB
582
Commerce Bank
Missouri
$2.84M +$734K +28,908 +35%
AWS
583
Aspen Wealth Strategies
Colorado
$2.84M -$7.5M -295,644 -73%
CIA
584
Cape Investment Advisory
Georgia
$2.83M +$303K +11,946 +12%
SPA
585
Sentinel Pension Advisors
Massachusetts
$2.81M +$289K +11,382 +11%
SFG
586
SNS Financial Group
Minnesota
$2.8M -$4.64K -183 -0.2%
AAMC
587
Asset Allocation & Management Company
Illinois
$2.8M – – –
HA
588
Hamel Associates
New Jersey
$2.8M -$84.5K -3,330 -3%
LA
589
LPF Advisors
Florida
$2.8M +$2.8M +110,397 New
WI
590
Wintrust Investments
Illinois
$2.8M -$9.59K -378 -0.3%
WEG
591
World Equity Group
Illinois
$2.77M +$415K +16,344 +18%
CIA
592
Capital Investment Advisors
Georgia
$2.75M +$177K +6,984 +7%
JIC
593
Johnson Investment Counsel
Ohio
$2.75M -$100K -3,942 -4%
AFG
594
Atomi Financial Group
New York
$2.75M +$1.38M +54,474 +101%
CWS
595
Cypress Wealth Services
California
$2.73M -$97K -3,822 -3%
RC
596
Rovin Capital
Arizona
$2.72M -$1.32M -51,996 -33%
SMFG
597
Sumitomo Mitsui Financial Group
Japan
$2.72M +$807K +31,794 +42%
GCA
598
Gradient Capital Advisors
California
$2.72M +$419K +16,515 +18%
PGAM
599
Princeton Global Asset Management
New Jersey
$2.71M +$211K +8,310 +8%
SSI
600
Scott & Selber Inc
Texas
$2.71M -$112K -4,428 -4%
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