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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 %
EWP
901
Elevation Wealth Partners
California
$834K +$760K +32,238 +1,028%
IA
902
Insight Advisors
Pennsylvania
$833K +$273K +10,749 +49%
PP
903
Patten & Patten
Tennessee
$829K -$7.08K -279 -0.8%
IAG
904
Investmark Advisory Group
Connecticut
$827K +$229K +9,036 +38%
C
905
Certuity
Florida
$823K -$5.79K -228 -0.7%
SFS
906
Solitude Financial Services
Virginia
$821K -$102K -4,020 -11%
CHJWM
907
Carlton Hofferkamp & Jenks Wealth Management
Texas
$820K +$7.79K +306 +1%
CBC
908
Coombe, Bender & Co
New York
$816K -$108K -4,272 -12%
CPIA
909
Cornell Pochily Investment Advisors
New York
$816K -$34.5K -1,359 -4%
TPW
910
Transatlantique Private Wealth
New York
$815K -$1.57M -61,791 -66%
MC
911
Miramar Capital
Illinois
$814K -$58.6K -2,310 -7%
OFG
912
Orcam Financial Group
California
$814K +$40K +1,578 +5%
ZIMP
913
Zimmermann Investment Management & Planning
Pennsylvania
$812K -$1.08M -42,615 -57%
DJSG
914
D.J. St. Germain
Massachusetts
$812K -$4.49K -177 -0.6%
ACM
915
Advance Capital Management
Michigan
$811K +$761 +30 +0.1%
PGF
916
Plan Group Financial
Oklahoma
$809K +$809K +31,869 New
CE
917
Cornerstone Enterprises
Wisconsin
$804K +$804K +31,701 New
GW
918
GW & Wade
Massachusetts
$803K -$167K -6,576 -17%
TPWA
919
TRUE Private Wealth Advisors
Oregon
$803K +$235K +9,255 +41%
PJSIMP
920
P.J. Schmidt Investment Management (PJS)
Wisconsin
$802K +$282K +10,974 +54%
PRS
921
Pinkerton Retirement Specialists
Idaho
$801K -$26.3M -1,034,904 -97%
MWM
922
Modera Wealth Management
New Jersey
$801K +$11.4K +450 +1%
WWP
923
Walden Wealth Partners
Ohio
$800K +$800K +31,524 New
MHS
924
M Holdings Securities
Oregon
$798K +$798K +31,455 New
SIA
925
Sage Investment Advisers
New York
$794K +$199K +7,836 +33%
35 36
37
38 39