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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 %
ACM
751
Argent Capital Management
Missouri
$1.49M +$1.49M +58,707 New
OWM
752
Opes Wealth Management
California
$1.49M -$507K -19,974 -25%
TC
753
TownSquare Capital
Utah
$1.49M +$379K +14,952 +34%
IAS
754
Insigneo Advisory Services
Florida
$1.48M +$11.4K +450 +0.8%
GI
755
Gradient Investments
Minnesota
$1.48M +$1.29K +51 +0.1%
WFG
756
Wills Financial Group
Virginia
$1.47M -$5.48K -216 -0.4%
WT
757
Whittier Trust
California
$1.46M -$773K -30,480 -35%
BFPW
758
BOK Financial Private Wealth
Colorado
$1.46M +$120K +4,722 +9%
BBPWM
759
Blue Bell Private Wealth Management
Pennsylvania
$1.46M -$67.5K -2,658 -4%
AIA
760
Ally Invest Advisors
North Carolina
$1.46M -$41.4K -1,632 -3%
WPC
761
Wedmont Private Capital
Pennsylvania
$1.45M +$64.6K +2,523 +5%
VF
762
VitalStone Financial
Texas
$1.45M -$39.1K -1,539 -3%
BWP
763
Balboa Wealth Partners
Arizona
$1.45M +$413K +16,293 +40%
IFWM
764
Institute for Wealth Management
Colorado
$1.45M -$42.7K -1,683 -3%
CT
765
Clearstead Trust
Maine
$1.45M +$36.8K +1,452 +3%
JFG
766
JMG Financial Group
Illinois
$1.44M +$329K +12,969 +30%
WAM
767
Worth Asset Management
Texas
$1.44M +$553K +21,798 +63%
CFA
768
CWS Financial Advisors
Michigan
$1.44M +$23.1K +912 +2%
FWA
769
FSC Wealth Advisors
New York
$1.43M -$1.46M -57,357 -50%
OFS
770
OneAscent Financial Services
Alabama
$1.43M +$726K +28,623 +103%
WWA
771
WCG Wealth Advisors
Nevada
$1.43M +$397K +15,645 +39%
PL
772
Plancorp LLC
Missouri
$1.41M -$845K -33,303 -37%
SIC
773
Salem Investment Counselors
North Carolina
$1.39M +$609 +24 +0%
BWM
774
BNC Wealth Management
Oregon
$1.38M -$12.3K -483 -0.9%
WWM
775
WT Wealth Management
Arizona
$1.37M +$3.81K +150 +0.3%
29 30
31
32 33