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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 %
MCM
701
Maple Capital Management
Vermont
$1.87M -$115K -4,524 -6%
O3W
702
Omni 360 Wealth
New Jersey
$1.86M +$1.86M +73,296 New
PGFC
703
Peapack-Gladstone Financial Corp
New Jersey
$1.85M +$78.3K +3,084 +4%
IAG
704
Investment Advisory Group
Massachusetts
$1.84M -$51.2K -2,016 -3%
M
705
MYeCFO
California
$1.83M +$18.9K +744 +1%
EFG
706
Ehrlich Financial Group
California
$1.83M +$1.83M +71,988 New
WF
707
Warner Financial
Maryland
$1.82M +$18.3K +720 +1%
LA
708
Lynch & Associates
Indiana
$1.81M +$859K +33,864 +91%
PA
709
Planning Alternatives
Michigan
$1.8M -$22.2K -876 -1%
DTC
710
Davidson Trust Company
Washington
$1.79M +$519K +20,460 +41%
GWM
711
Guardian Wealth Management
Illinois
$1.77M +$968K +38,133 +120%
GIA
712
GHP Investment Advisors
Colorado
$1.77M +$30.1K +1,188 +2%
Bank of Montreal
713
Bank of Montreal
Ontario, Canada
$1.77M -$104K -4,092 -6%
SS
714
Simplicity Solutions
Minnesota
$1.76M -$353K -13,899 -17%
SSB
715
Sandy Spring Bank
Maryland
$1.75M +$142K +5,592 +9%
WCM
716
Whitener Capital Management
North Carolina
$1.75M +$4.19K +165 +0.2%
FCH
717
Freestone Capital Holdings
Washington
$1.75M +$1.75M +68,781 New
IGWM
718
ICA Group Wealth Management
Colorado
$1.74M +$115K +4,551 +7%
HNB
719
Huntington National Bank
Ohio
$1.74M -$1.83M – –
Susquehanna International Group
720
Susquehanna International Group
Pennsylvania
$1.73M -$2.31M -91,026 -57%
NGA
721
Naples Global Advisors
Florida
$1.73M -$147K -5,775 -8%
EFS
722
Essex Financial Services
Connecticut
$1.73M +$14.9K +588 +0.9%
RA
723
Ruggaard & Associates
Ohio
$1.73M -$421K -16,587 -20%
LCM
724
Liberty Capital Management
Michigan
$1.72M -$14.5K -570 -0.8%
BWAM
725
Boyd Watterson Asset Management
Ohio
$1.72M +$161K +6,360 +10%
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