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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 %
KC
876
Kingfisher Capital
North Carolina
$920K +$3.5K +138 +0.4%
JIC
877
Joel Isaacson & Co
New York
$916K +$139K +5,460 +18%
BC
878
Bartlett & Co
Ohio
$913K -$45.9K -1,803 -5%
BCWM
879
Bartlett & Co Wealth Management
Ohio
$913K -$45.9K -1,803 -5%
OC
880
Oarsman Capital
Wisconsin
$912K -$67.2K -2,649 -7%
GAA
881
Guardian Asset Advisors
Pennsylvania
$909K +$909K +35,814 New
MSA
882
McAlister Sweet & Associates
Texas
$905K -$292K -11,493 -24%
BIM
883
Baldwin Investment Management
Pennsylvania
$898K -$77.9K -3,069 -8%
RWP
884
RWA Wealth Partners
Massachusetts
$896K +$300K +11,838 +50%
BCMLT
885
Beacon Capital Management LLC (Tennessee)
Tennessee
$894K -$56.5K -2,397 -6%
NW
886
NewEdge Wealth
Pennsylvania
$891K -$57.9K -2,280 -6%
EAM
887
Evanson Asset Management
California
$889K -$15K -591 -2%
MFA
888
Morling Financial Advisors
California
$882K – – –
SBIA
889
Sheaff Brock Investment Advisors
Indiana
$881K -$612K -24,123 -41%
BA
890
Bridge Advisory
California
$881K +$881K +34,704 New
MSAM
891
Moloney Securities Asset Management
Missouri
$879K +$609 +24 +0.1%
FWP
892
FAS Wealth Partners
Kansas
$875K +$7.39K +291 +0.9%
MM
893
Meridian Management
Arkansas
$873K -$247K -9,636 -22%
FC
894
Fusion Capital
South Carolina
$870K +$48.8K +1,923 +6%
SP
895
SWS Partners
Ohio
$869K – – –
WB
896
Webster Bank
Connecticut
$868K – – –
MW
897
Marcum Wealth
Ohio
$862K +$184K +7,245 +27%
GWM
898
Gray Wealth Management
Maine
$854K -$131K -5,163 -13%
AWG
899
Altus Wealth Group
Colorado
$849K -$63.9K -2,517 -7%
BC
900
Barnett & Company
Tennessee
$843K -$16.1K -633 -2%
34 35
36
37 38