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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 %
NCM
826
Narwhal Capital Management
Georgia
$1.09M +$68.7K +2,709 +7%
SF
827
Synovus Financial
Georgia
$1.09M +$146K +5,760 +16%
APA
828
Astoria Portfolio Advisors
New York
$1.08M -$16.7K -654 -2%
ACA
829
Atlas Capital Advisors
Wyoming
$1.08M -$284K -11,190 -21%
SFG
830
StrategIQ Financial Group
Indiana
$1.08M +$11K +435 +1%
CNFG
831
Creegan & Nassoura Financial Group
New Hampshire
$1.08M – – –
RIA
832
Realta Investment Advisors
Delaware
$1.07M -$1.67M -65,625 -61%
SFG
833
Sage Financial Group
Pennsylvania
$1.07M -$26.3K -1,038 -2%
MSA
834
Marino Stram & Associates
Massachusetts
$1.07M +$160K +6,315 +18%
VFG
835
Valley Financial Group
Pennsylvania
$1.07M +$1.07M +42,060 New
GDP
836
Great Diamond Partners
Maine
$1.06M +$32K +1,260 +3%
MMHP
837
Murphy Middleton Hinkle & Parker
Georgia
$1.06M -$71K -2,796 -6%
Natixis Advisors
838
Natixis Advisors
Massachusetts
$1.06M +$285K +11,247 +37%
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$1.06M -$106K -4,170 -9%
JFGIW
840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.06M +$248K +9,771 +31%
TFA
841
Transamerica Financial Advisors
Florida
$1.06M +$933K +36,735 +765%
BTWM
842
Baker Tilly Wealth Management
Wisconsin
$1.05M -$163K -6,429 -13%
GF
843
Gries Financial
Ohio
$1.05M +$15.5K +609 +1%
GSC
844
Grey Street Capital
Illinois
$1.04M +$10.4K +408 +1%
PB
845
Pinnacle Bancorp
Nebraska
$1.02M +$244K +9,633 +31%
Squarepoint
846
Squarepoint
New York
$1.02M +$538K +21,219 +112%
CAI
847
Capital Advisors Inc
Oklahoma
$1M +$40.7K +1,602 +4%
TI
848
Truepoint Inc
Ohio
$998K +$39.4K +1,551 +4%
BFA
849
Beaumont Financial Advisors
Massachusetts
$997K -$2.51K -99 -0.3%
FNT
850
First National Trust
Pennsylvania
$993K +$993K +39,138 New
32 33
34
35 36