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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 %
VA
626
Vident Advisory
Georgia
$2.49M -$4.87K -192 -0.2%
AC
627
Abbrea Capital
California
$2.47M -$344K -13,557 -12%
CWM
628
Centric Wealth Management
Illinois
$2.47M +$2.47M +96,975 New
GWM
629
Geneos Wealth Management
Colorado
$2.45M -$2.95M -116,148 -55%
ACG
630
Allen Capital Group
Nebraska
$2.45M -$53.4K -2,103 -2%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$2.45M +$2.08M +82,029 +568%
PBO
632
Peoples Bank (Ohio)
Ohio
$2.44M -$28.4K -1,119 -1%
ZIG
633
Zullo Investment Group
Pennsylvania
$2.44M +$11K +432 +0.5%
RBFC
634
Roman Butler Fullerton & Co
Missouri
$2.43M +$539K +20,985 +28%
CW
635
CreativeOne Wealth
Kansas
$2.43M -$2.82M -111,132 -54%
CPRC
636
Consolidated Portfolio Review Corp
New York
$2.42M -$306K -12,051 -11%
CA
637
CoreCap Advisors
Michigan
$2.42M -$99.8K -3,933 -4%
SL
638
SFM LLC
New Hampshire
$2.41M +$2.41M +94,983 New
TWM
639
Triton Wealth Management
Arizona
$2.4M +$38.4K +1,512 +2%
KF
640
Krilogy Financial
Missouri
$2.4M -$246K -9,675 -9%
KNFPWM
641
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.38M +$2.38M +93,936 New
CPIG
642
Chicago Partners Investment Group
Illinois
$2.37M +$94K +3,693 +4%
National Bank of Canada
643
National Bank of Canada
Quebec, Canada
$2.36M +$2.25M +87,996 +2,056%
Luther King Capital Management (LKCM)
644
Luther King Capital Management (LKCM)
Texas
$2.35M -$2.17M – –
WF
645
Welch & Forbes
Massachusetts
$2.34M – – –
CRI
646
Commonwealth Retirement Investments
Virginia
$2.34M +$76.7K +3,021 +3%
GWWM
647
Great Waters Wealth Management
Minnesota
$2.33M -$465K -18,306 -17%
BWA
648
Beam Wealth Advisors
Louisiana
$2.31M -$93.9K -3,699 -4%
GMA
649
Glassy Mountain Advisors
Maryland
$2.29M +$2.29M +90,360 New
AMG
650
Advisors Management Group
Wisconsin
$2.26M +$44.4K +1,749 +2%
24 25
26
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