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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 %
ISWM
651
Independent Solutions Wealth Management
New York
$2.25M +$275K +10,848 +14%
BWM
652
Baystate Wealth Management
Massachusetts
$2.25M -$30.5K -1,203 -1%
FL
653
FreeGulliver LLC
Louisiana
$2.25M +$2.25M +88,683 New
RJT
654
Raymond James Trust
Florida
$2.25M +$82.6K +3,255 +4%
TAM
655
Townsend Asset Management
North Carolina
$2.25M -$27K -1,062 -1%
BJL
656
Brighton Jones LLC
Washington
$2.24M +$152K +5,994 +7%
BAM
657
Berkshire Asset Management
Pennsylvania
$2.23M +$15.4K +606 +0.7%
SFPG
658
Stonebridge Financial Planning Group
Florida
$2.22M +$176K +6,936 +9%
PFS
659
Prospera Financial Services
Texas
$2.21M -$2.04M -80,199 -48%
AL
660
ACAS LLC
California
$2.21M -$30.6K -1,206 -1%
EIG
661
Ellenbecker Investment Group
Wisconsin
$2.21M -$651K -25,650 -23%
CC
662
Cypress Capital
Tennessee
$2.2M +$888K +34,989 +68%
PWM
663
Paulson Wealth Management
Illinois
$2.2M -$337K -13,266 -13%
GIA
664
Guyasuta Investment Advisors
Pennsylvania
$2.19M – – –
Bessemer Group
665
Bessemer Group
New Jersey
$2.17M – – –
CFO
666
Collective Family Office
Pennsylvania
$2.16M -$863K -34,005 -29%
FWM
667
FMA Wealth Management
Massachusetts
$2.15M +$2.15M +84,654 New
EA
668
Emerald Advisors
Washington
$2.11M -$176K -6,927 -8%
CAL
669
Capital Analysts LLC
Pennsylvania
$2.1M +$14.6K +576 +0.7%
FNBOMD
670
First National Bank of Mount Dora
Florida
$2.09M – – –
S
671
Sachetta
Massachusetts
$2.09M +$2.09M +82,449 New
RFA
672
Register Financial Advisors
Georgia
$2.08M -$60.8K -2,397 -3%
RWP
673
Revolve Wealth Partners
New Jersey
$2.07M +$6.93K +273 +0.3%
LA
674
Legacy Advisors
Pennsylvania
$2.06M -$327K -12,900 -14%
GIA
675
Gladstone Institutional Advisory
Florida
$2.05M +$339K +13,371 +20%
25 26
27
28 29