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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 %
BBA
601
BLB&B Advisors
Pennsylvania
$2.7M +$1.97M +77,766 +273%
AIM
602
Anchor Investment Management
South Carolina
$2.69M +$233K +9,201 +10%
MCM
603
MidAtlantic Capital Management
Virginia
$2.67M +$2.67M +114,033 New
TWA
604
Talisman Wealth Advisors
New Jersey
$2.65M +$412K +16,242 +18%
FIC
605
Family Investment Center
Missouri
$2.65M +$296K +11,652 +13%
VR
606
Valued Retirements
Texas
$2.64M +$2.64M +104,067 New
FTWA
607
Fifth Third Wealth Advisors
Ohio
$2.63M -$19.1K -753 -0.7%
GLA
608
Good Life Advisors
Pennsylvania
$2.62M -$212K -8,349 -7%
WA
609
WBH Advisory
Maryland
$2.62M -$28.6K -1,128 -1%
CFGSD
610
Compass Financial Group (South Dakota)
South Dakota
$2.61M +$338K +13,302 +15%
GC
611
Gratus Capital
Georgia
$2.59M -$158K -6,237 -6%
HL
612
HeadInvest LLC
Maine
$2.57M +$81.8K +3,225 +3%
CA
613
Crewe Advisors
Utah
$2.57M +$141K +5,547 +6%
CNB
614
Camden National Bank
Maine
$2.56M +$142K +5,589 +6%
BSSFA
615
Baron Silver Stevens Financial Advisors
Florida
$2.56M +$649K +25,590 +34%
RBCM
616
Raub Brock Capital Management
California
$2.55M +$2.27M +89,298 +788%
SWM
617
SeaCrest Wealth Management
New York
$2.54M -$598K -23,493 -19%
AGC
618
Aspen Grove Capital
Colorado
$2.53M -$305 -12 -0%
APIM
619
Agate Pass Investment Management
Washington
$2.53M -$391K -15,402 -13%
LOIM
620
Liberty One Investment Management
Illinois
$2.53M +$2.53M +99,528 New
JCFM
621
JBR Co Financial Management
Oklahoma
$2.52M +$2.52M +99,435 New
LCM
622
LVM Capital Management
Michigan
$2.52M +$555K +21,855 +28%
AWM
623
Aprio Wealth Management
Georgia
$2.51M +$171K +6,747 +7%
PWA
624
Pillar Wealth Advisors
Pennsylvania
$2.51M +$708K +27,918 +39%
MAS
625
Madden Advisory Services
Florida
$2.5M +$479K +18,870 +24%
23 24
25
26 27