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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 %
SWA
851
SOA Wealth Advisors
New York
$993K +$144K +5,691 +17%
PCMC
852
Private Capital Management (Colorado)
Colorado
$990K -$149K -5,883 -13%
EWA
853
Elevate Wealth Advisory
Georgia
$980K +$980K +38,613 New
Fisher Asset Management
854
Fisher Asset Management
Washington
$979K -$375K -14,760 -28%
BDFN
855
Bond & Devick Financial Network
Minnesota
$977K -$196K -7,743 -17%
AA
856
Advisory Alpha
Michigan
$975K -$36.3K -1,431 -4%
GJIA
857
Glass Jacobson Investment Advisors
Maryland
$973K -$234K -9,240 -19%
PFGIA
858
Patriot Financial Group Insurance Agency
Massachusetts
$970K +$140K +6,675 +17%
AWA
859
Arete Wealth Advisors
Illinois
$968K +$182K +7,167 +23%
FLPIM
860
F.L. Putnam Investment Management
Massachusetts
$967K -$113K -4,458 -10%
SWRP
861
Summit Wealth & Retirement Planning
California
$961K +$44K +1,734 +5%
Financial Engines Advisors
862
Financial Engines Advisors
California
$954K +$50.2K +1,980 +6%
MA
863
MAS Advisors
Florida
$952K -$2.89K -114 -0.3%
BIA
864
Barry Investment Advisors
Massachusetts
$938K +$938K +36,951 New
WCFA
865
Walkner Condon Financial Advisors
Wisconsin
$937K +$296K +11,667 +46%
TWM
866
Thrive Wealth Management
Pennsylvania
$936K -$3.88K -153 -0.4%
NC
867
Napatree Capital
Rhode Island
$932K +$932K +36,735 New
GAG
868
GM Advisory Group
New York
$931K +$682K +26,895 +274%
MWP
869
Madison Wealth Partners
Wisconsin
$929K +$683K +26,928 +278%
CA
870
CSM Advisors
Pennsylvania
$927K -$107K -4,200 -10%
NRA
871
NSI Retail Advisors
Pennsylvania
$927K -$107K -4,200 -10%
BONH
872
Bank of New Hampshire
New Hampshire
$927K +$145K +5,700 +18%
AG
873
Ascent Group
Virginia
$926K -$142K -5,520 -13%
CWM
874
Collaborative Wealth Management
Florida
$923K +$219K +8,637 +31%
CMBA
875
C.M. Bidwell & Associates
Hawaii
$921K -$21.2K -837 -2%
33 34
35
36 37