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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 %
WHC
801
Wulff, Hansen & Co
California
$1.21M – – –
AWA
802
Aaron Wealth Advisors
Illinois
$1.19M -$1.46M -57,447 -55%
MSWM
803
McGlone Suttner Wealth Management
Wisconsin
$1.19M -$69.7K -2,748 -6%
IAIM
804
International Assets Investment Management
Florida
$1.18M +$1.18M +46,359 New
AL
805
Aspiriant LLC
California
$1.18M -$19.2K -756 -2%
GM
806
GeoWealth Management
Illinois
$1.18M +$1.18M +46,296 New
RGF
807
Retirement Guys Formula
Ohio
$1.17M -$31.7K -1,251 -3%
ARG
808
Advisory Resource Group
Oklahoma
$1.16M +$173K +6,819 +18%
First Manhattan
809
First Manhattan
New York
$1.15M – – –
HP
810
Holistic Planning
Texas
$1.15M +$1.15M +45,423 New
Empower Advisory Group
811
Empower Advisory Group
Colorado
$1.15M -$24.2K -954 -2%
BCA
812
Bay Colony Advisors
Massachusetts
$1.15M +$90.4K +3,564 +9%
WIM
813
WealthPlan Investment Management
Nebraska
$1.15M +$44.8K +1,764 +4%
SIAG
814
Signet Investment Advisory Group
Rhode Island
$1.14M +$3.96K +156 +0.3%
KIC
815
Keating Investment Counselors
Florida
$1.14M -$28.9K -1,140 -2%
CWA
816
Core Wealth Advisors
Florida
$1.14M -$23.1K -912 -2%
WCM
817
WealthBridge Capital Management
Ohio
$1.13M +$27.1K +1,068 +2%
MF
818
Montis Financial
Massachusetts
$1.13M +$1.13M +44,661 New
MCCP
819
Mission Creek Capital Partners
California
$1.13M -$144K -5,670 -11%
AWM
820
Adams Wealth Management
Utah
$1.12M -$57.9K -2,283 -5%
GAM
821
Garrison Asset Management
Arkansas
$1.12M +$165K +6,519 +17%
FWSM
822
First Wilshire Securities Management
California
$1.11M – – –
YWM
823
Yoder Wealth Management
California
$1.11M -$28.2K -1,110 -2%
Betterment LLC
824
Betterment LLC
New York
$1.11M -$194K -7,629 -15%
TIAA Trust, National Association
825
TIAA Trust, National Association
North Carolina
$1.1M +$29.7K +1,170 +3%
31 32
33
34 35