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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 %
MWA
676
Muirfield Wealth Advisors
North Carolina
$2.04M +$2.04M +80,460 New
WKSWA
677
White Knight Strategic Wealth Advisors
New Jersey
$2.04M +$465K +18,324 +30%
GA
678
Greytown Advisors
Florida
$2.03M – – –
WWC
679
Waypoint Wealth Counsel
Georgia
$2.01M -$578K -22,782 -22%
OIM
680
Opus Investment Management
Massachusetts
$2M +$128K +5,043 +7%
CSPAM
681
Cary Street Partners Asset Management
Virginia
$1.99M +$846K +33,324 +74%
PTC
682
Private Trust Company
Ohio
$1.99M +$134K +5,265 +7%
WCG
683
Weaver Consulting Group
California
$1.99M +$206K +8,130 +12%
LF
684
LifeSteps Financial
California
$1.98M -$457 -18 -0%
CWM
685
CCG Wealth Management
California
$1.98M -$818K -32,247 -29%
AWE
686
Avidian Wealth Enterprises
Texas
$1.97M -$2.51M -99,009 -56%
PO
687
Private Ocean
California
$1.96M -$186K -7,326 -9%
HCA
688
Heck Capital Advisors
Wisconsin
$1.95M -$1.85M -72,723 -49%
CFD
689
Creative Financial Designs
Indiana
$1.95M +$876K +34,539 +82%
SAM
690
Secure Asset Management
Michigan
$1.95M -$137K -5,409 -7%
ADL
691
Asset Dedication LLC
California
$1.94M +$24.5K +966 +1%
RF
692
RHS Financial
California
$1.93M +$141K +5,541 +8%
JCM
693
Janney Capital Management
Pennsylvania
$1.93M -$41.9K -1,650 -2%
APW
694
Aurora Private Wealth
New Jersey
$1.92M +$15.9K +627 +0.8%
V
695
ViaWealth
Kansas
$1.9M +$202K +7,959 +12%
FFA
696
Florida Financial Advisors
Florida
$1.9M +$1.9M +104,757 New
MCM
697
Mengis Capital Management
Oregon
$1.9M +$142K +5,592 +8%
SWM
698
Silverlake Wealth Management
Vermont
$1.9M +$21.7K +855 +1%
WB
699
West Bancorporation
Iowa
$1.89M -$440K -17,328 -19%
TFGT
700
TS Financial Group (TSFG)
Illinois
$1.88M -$35.8K -1,413 -2%
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