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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 %
MWP
726
Meridian Wealth Partners
Pennsylvania
$1.68M -$16.5K -651 -1%
WOC
727
West Oak Capital
California
$1.68M -$103K -4,050 -6%
MPCA
728
Madison Park Capital Advisors
Washington
$1.66M +$1.66M +65,382 New
WKWM
729
Walter & Keenan Wealth Management
Indiana
$1.66M +$285K +11,250 +21%
PFA
730
Petra Financial Advisors
Colorado
$1.65M -$77.3K -3,045 -4%
IF
731
IRON Financial
Illinois
$1.65M +$26.8K +1,056 +2%
MTIC
732
Missouri Trust & Investment Company
Missouri
$1.65M -$2.74K -108 -0.2%
TFM
733
Trademark Financial Management
Minnesota
$1.64M +$1.64M +64,761 New
CHA
734
Carmichael Hill & Associates
Maryland
$1.64M +$26.2K +1,032 +2%
EWM
735
Empirical Wealth Management
Washington
$1.62M +$100K +3,939 +7%
CMS
736
Capital Market Strategies
Florida
$1.61M -$146K -5,763 -8%
SFC
737
Strategic Financial Concepts
Texas
$1.61M -$2.56M -100,743 -61%
CCB
738
Cutter & Co Brokerage
Missouri
$1.6M +$6.17K +243 +0.4%
EFG
739
Embree Financial Group
Illinois
$1.6M +$1.6M +62,889 New
IAA
740
Independent Advisor Alliance
North Carolina
$1.59M -$255K -10,062 -14%
PAMG
741
Patton Albertson Miller Group
Tennessee
$1.58M -$210K -8,283 -12%
PPW
742
Pasadena Private Wealth
California
$1.55M +$78.6K +3,096 +5%
WIA
743
World Investment Advisors
California
$1.55M -$6.39M -251,991 -81%
IC
744
Inscription Capital
Texas
$1.54M +$41.5K +1,635 +3%
MA
745
Modus Advisors
Minnesota
$1.53M -$221K -8,712 -13%
HT
746
Heritage Trust
Oklahoma
$1.52M – – –
IAP
747
Indie Asset Partners
Indiana
$1.51M +$11.1K +438 +0.7%
SWP
748
Summit Wealth Partners
Florida
$1.51M -$118K -4,644 -7%
LA
749
Latitude Advisors
Florida
$1.51M -$95.5K -3,765 -6%
GGS
750
Galvin Gaustad & Stein
Arizona
$1.5M +$177K +6,984 +13%
28 29
30
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