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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,514 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 224 funds opening new positions, 592 increasing their positions, 575 reducing their positions, and 62 closing their positions.

Holders
1,514
Holders Change
+141
Holders Change %
+10.27%
% of All Funds
22.2%
Holding in Top 10
245
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.94%
% of All Funds
3.59%
New
224
Increased
592
Reduced
575
Closed
62
Calls
$138M
Puts
$60M
Net Calls
+$77.6M
Net Calls Change
+$42.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.26B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
SLI
3
Sumitomo Life Insurance
Japan
$228M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$246M
5
JSTA
5
Japan Science & Technology Agency
Japan
$73.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$402M
3
CAM
3
Cresset Asset Management
Illinois
$41.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$332M
5
PA
5
Parallel Advisors
California
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
76
Spinnaker Investment Group
California
$38.8M -$447K -17,628 -1%
LFS
77
Legacy Financial Strategies
Kansas
$38.1M +$345K +13,614 +0.9%
SCA
78
Scott Capital Advisors
Oregon
$37.7M -$155K -6,111 -0.4%
AT
79
American Trust
Kentucky
$37.7M +$2.1M +82,653 +6%
AWS
80
Atria Wealth Solutions
New York
$37.2M -$2.03M -80,184 -5%
DP
81
DDD Partners
Washington
$37.2M +$36.9M +1,452,501 +12,162%
BFS
82
Burkett Financial Services
South Carolina
$36.9M +$36.9M +1,452,372 New
JWM
83
Janiczek Wealth Management
Colorado
$36.8M -$2.78M -109,422 -7%
FFS
84
Founders Financial Securities
Maryland
$36.7M +$4.02M +158,532 +12%
ETS
85
ESL Trust Services
New York
$36.5M -$21.6K -852 -0.1%
SIA
86
Soltis Investment Advisors
Utah
$36.3M +$2.82M +111,303 +8%
JFA
87
JNBA Financial Advisors
Minnesota
$35.5M -$4.25M -167,298 -11%
PWP
88
Principle Wealth Partners
Connecticut
$35.4M +$6.17K +243 +0%
BPA
89
Beacon Pointe Advisors
California
$35.1M -$1.45M -57,318 -4%
SFG
90
Sunburst Financial Group
Alabama
$34.1M -$807K -31,791 -2%
WAM
91
WFA Asset Management
Wisconsin
$33.9M +$172K +6,765 +0.5%
Charles Schwab
92
Charles Schwab
California
$33.2M -$257K -10,116 -0.8%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$32.8M +$3.57M +140,808 +12%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$32.6M +$3.84M +151,383 +13%
AWC
95
Adamsbrown Wealth Consultants
Kansas
$32.5M +$1.09M +43,125 +3%
MSFS
96
Main Street Financial Solutions
Pennsylvania
$32.5M +$1.5M +59,070 +5%
TLFA
97
True Link Financial Advisors
California
$32.2M +$5.77M +227,265 +22%
EA
98
Evergreen Advisors
Tennessee
$32.1M +$479K +18,861 +2%
CWM
99
Cedar Wealth Management
California
$32M +$573K +22,599 +2%
SCM
100
Steele Capital Management
Iowa
$31.9M +$31.9M +1,255,857 New
2 3
4
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