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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 %
LBC
951
Lowe Brockenbrough & Co
Virginia
$740K +$210K +8,286 +40%
CWM
952
Connecticut Wealth Management
Connecticut
$737K – – –
SWM
953
Soundmark Wealth Management
Washington
$735K +$7.39K +291 +1%
CPA
954
Clear Point Advisors
New York
$732K +$732K +28,860 New
EWM
955
EPG Wealth Management
Georgia
$729K -$7.99K -315 -1%
EP
956
Edgestream Partners
New Jersey
$722K +$722K +28,437 New
AA
957
Ancora Advisors
Ohio
$721K -$2.21M -87,006 -75%
SWA
958
Strategies Wealth Advisors
Michigan
$720K -$2.89K -114 -0.4%
RMAM
959
Raab & Moskowitz Asset Management
New Jersey
$718K +$282K +11,097 +65%
SPWM
960
Schrum Private Wealth Management
Florida
$715K -$55.3K -2,181 -7%
RWM
961
Rench Wealth Management
Texas
$701K -$28.8K -1,134 -4%
FFC
962
First Financial Corp
Indiana
$697K +$12.1K +477 +2%
VFA
963
Valeo Financial Advisors
Indiana
$695K -$130K -5,133 -16%
JCM
964
Jacobi Capital Management
Pennsylvania
$686K +$121K +4,785 +22%
MPCL
965
My Personal CFO LLC
Washington
$684K +$684K +26,937 New
FPGT
966
Financial Partners Group (Tennessee)
Tennessee
$681K +$2.74K +108 +0.4%
DT
967
Diversified Trust
Tennessee
$679K -$150K -5,919 -18%
BAAM
968
Baker Avenue Asset Management
California
$676K -$2.37M -93,438 -78%
MCWS
969
McKinley Carter Wealth Services
West Virginia
$674K -$129K -5,100 -16%
RRWA
970
Rainey & Randall Wealth Advisors
Florida
$674K +$22.4K +882 +3%
B
971
Bailard
California
$669K – – –
DWT
972
Dorsey & Whitney Trust
South Dakota
$668K -$685 -27 -0.1%
FCM
973
Firestone Capital Management
Florida
$665K +$79.6K +3,138 +14%
SP
974
Stonebrook Private
Michigan
$662K +$662K +26,094 New
SHA
975
Seneca House Advisors
Virginia
$657K +$15.7K +618 +2%
37 38
39
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