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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 %
SC
926
Stephens Consulting
Michigan
$792K -$35.1K -1,383 -4%
I
927
INVST
Indiana
$790K +$489K +19,095 +162%
ACM
928
Avalon Capital Management
California
$788K – – –
CCM
929
Coldstream Capital Management
Washington
$787K -$2.02M -79,761 -72%
CSA
930
Cottage Street Advisors
Massachusetts
$783K +$7.01K +276 +0.9%
CCFM
931
Clear Creek Financial Management
Washington
$776K +$776K +30,582 New
CA
932
Centerpoint Advisors
Massachusetts
$774K +$9.36K +369 +1%
RFN
933
RDA Financial Network
Iowa
$771K +$93K +3,663 +14%
TI
934
Trexquant Investment
Connecticut
$768K +$218K +8,589 +40%
GWM
935
Greenhouse Wealth Management
Connecticut
$767K -$86.8K -3,420 -10%
FCM
936
Fortis Capital Management
Washington
$762K +$447K +17,613 +142%
WA
937
Wealth Alliance
New York
$762K -$4.72K -186 -0.6%
HKIM
938
Hayek Kallen Investment Management
Alabama
$760K +$122K +4,791 +19%
VC
939
Vicus Capital
Pennsylvania
$759K +$95.2K +3,753 +14%
AFO
940
Allie Family Office
Florida
$756K +$756K +29,808 New
CWM
941
Cornerstone Wealth Management
Missouri
$753K +$38.6K +1,521 +5%
VWM
942
Valley Wealth Managers
New Jersey
$751K -$226K -8,889 -23%
BCM
943
Brasada Capital Management
Texas
$750K – – –
LC
944
Landaas & Company
Wisconsin
$749K – – –
BAM
945
Bellevue Asset Management
Washington
$748K -$18.5K -729 -2%
SAM
946
SignalPoint Asset Management
Missouri
$747K +$3.88K +153 +0.5%
BFG
947
Bleakley Financial Group
New Jersey
$744K -$84.4K -3,324 -10%
FRA
948
Front Row Advisors
California
$741K -$50K -1,971 -6%
SA
949
Strategic Advisors
New York
$740K -$478K -18,834 -39%
WCM
950
Weik Capital Management
Pennsylvania
$740K -$56.7K -2,235 -7%
36 37
38
39 40