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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,514 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 224 funds opening new positions, 592 increasing their positions, 575 reducing their positions, and 62 closing their positions.

Holders
1,514
Holders Change
+141
Holders Change %
+10.27%
% of All Funds
22.2%
Holding in Top 10
245
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.94%
% of All Funds
3.59%
New
224
Increased
592
Reduced
575
Closed
62
Calls
$138M
Puts
$60M
Net Calls
+$77.6M
Net Calls Change
+$42.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.26B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
SLI
3
Sumitomo Life Insurance
Japan
$228M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$246M
5
JSTA
5
Japan Science & Technology Agency
Japan
$73.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$402M
3
CAM
3
Cresset Asset Management
Illinois
$41.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$332M
5
PA
5
Parallel Advisors
California
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
S
51
Syntrinsic
Colorado
$63.2M 2,491,692 -104,589 -4%
VA
52
Valmark Advisers
Ohio
$58.4M 2,302,725 +38,145 +2%
BFG
53
Bouchey Financial Group
New York
$58.2M 2,294,736 +221,193 +11%
BF
54
BOK Financial
Oklahoma
$56.3M 2,220,333 +1,217,409 +121%
CFO
55
CVA Family Office
Colorado
$55.6M 2,191,332 -139,101 -6%
HI
56
Harbour Investments
Wisconsin
$55.3M 2,179,662 +1,417,905 +186%
MAM
57
Marquette Asset Management
Minnesota
$52.9M 2,085,252 +425,361 +26%
GKWIM
58
Gerber Kawasaki Wealth & Investment Management
California
$51.5M 2,027,991 -252,900 -11%
CAN
59
Cetera Advisor Networks
California
$49.8M 1,961,733 -186,540 -9%
AWM
60
AE Wealth Management
Kansas
$48.9M 1,905,006 +365,580 +24%
PA
61
Pinnacle Associates
New York
$48.4M 1,905,510 -56,514 -3%
PAG
62
Private Advisor Group
New Jersey
$47.6M 1,876,215 -531,963 -22%
KBFS
63
Kohmann Bosshard Financial Services
Ohio
$47.2M 1,859,727 -47,265 -2%
CFS
64
CGC Financial Services
Oregon
$46.8M 1,842,531 -180,291 -9%
HFS
65
Howard Financial Services
Texas
$46.3M 1,822,740 -31,023 -2%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$45.3M 1,783,869 -457,119 -20%
AAS
67
Ameritas Advisory Services
Nebraska
$43.7M 1,717,851 -842,235 -33%
SAM
68
Summit Asset Management
Tennessee
$43M 1,693,341 +34,368 +2%
DWM
69
Dechtman Wealth Management
Colorado
$42.6M 1,678,776 -1,313,148 -44%
CAM
70
Cresset Asset Management
Illinois
$41.7M 1,643,415 -3,656,175 -69%
RWP
71
Reliant Wealth Planning
Kentucky
$41.4M 1,629,810 +139,563 +9%
CA
72
Cetera Advisors
Colorado
$40.8M 1,609,020 -388,353 -19%
WF
73
Whelan Financial
California
$40.4M 1,591,179 +57,492 +4%
SAM
74
Securian Asset Management
Minnesota
$40.1M 1,581,000 – –
HWM
75
HB Wealth Management
Georgia
$39M 1,538,262 -47,940 -3%
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3
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