SCHD icon

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 %
EWM
776
Evergreen Wealth Management
Michigan
$1.37M -$26.3K -1,035 -2%
OF
777
Outfitter Financial
Maine
$1.35M -$64.7K -2,550 -5%
PWSG
778
Pacific Wealth Strategies Group
California
$1.34M +$24.4K +960 +2%
DAM
779
Derbend Asset Management
Georgia
$1.34M +$1.34M +52,716 New
CP
780
Capital Planning
Washington
$1.34M -$3.76M -148,161 -74%
TF
781
Threadgill Financial
Texas
$1.33M +$1.33M +52,455 New
CICC
782
Capital Investment Counsel (Colorado)
Colorado
$1.32M +$1.32M +52,089 New
KA
783
Kovack Advisors
Florida
$1.32M -$3.4M -134,031 -72%
GCA
784
Genesee Capital Advisors
New York
$1.31M +$1.31M +51,594 New
HH
785
Hilltop Holdings
Texas
$1.31M -$96.8K -3,816 -7%
NSIM
786
North Star Investment Management
Illinois
$1.3M +$61.3K +2,415 +5%
LWP
787
Laurel Wealth Planning
Minnesota
$1.3M -$13.2K -522 -1%
KWA
788
Kingswood Wealth Advisors
California
$1.29M +$264K +10,419 +26%
KTM
789
Keeler Thomas Management
Utah
$1.29M -$627K -24,693 -33%
RCWM
790
Royal Capital Wealth Management
Indiana
$1.28M -$1.65M -65,160 -56%
BCMO
791
Buckingham Capital Management (Ohio)
Ohio
$1.28M -$6.7K -264 -0.5%
WP
792
WealthShield Partners
North Carolina
$1.28M -$152 -6 -0%
CAMG
793
CWA Asset Management Group
Florida
$1.25M +$219K +8,616 +21%
DOA
794
D'Orazio & Associates
Virginia
$1.24M -$2.82M -111,030 -69%
Vanguard Group
795
Vanguard Group
Pennsylvania
$1.24M +$24.1K +948 +2%
JWM
796
JPL Wealth Management
Colorado
$1.24M +$1.24M +48,684 New
FA
797
Faithward Advisors
Pennsylvania
$1.22M -$16.9K -663 -1%
FFA
798
Farther Finance Advisors
California
$1.22M +$169K +6,672 +16%
SHJ
799
Sharkey, Howes & Javer
Colorado
$1.21M -$6.44M -253,869 -84%
SF
800
Safeguard Financial
Wisconsin
$1.21M -$8.07K -318 -0.7%
30 31
32
33 34