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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 %
MA
976
Mezzasalma Advisors
New Jersey
$656K +$4.8K +189 +0.7%
BAWC
977
Boyce & Associates Wealth Consulting
Texas
$656K +$106K +4,173 +19%
AP
978
Appleton Partners
Massachusetts
$654K -$55K -2,166 -8%
LF
979
LifePlan Financial
Minnesota
$651K +$651K +25,650 New
SC
980
Soundwatch Capital
Connecticut
$648K +$412K +16,245 +175%
GWSG
981
GPS Wealth Strategies Group
Colorado
$647K -$194K -7,638 -23%
LAIC
982
Lederer & Associates Investment Counsel
California
$646K – – –
FA
983
FSA Advisors
Michigan
$646K +$646K +25,455 New
HIS
984
Horizon Investment Services
Indiana
$646K -$18.7K -738 -3%
ODIJL
985
One Day In July LLC
Vermont
$644K +$355K +13,971 +123%
ES
986
ETF Store
Kansas
$644K +$138K +5,421 +27%
VCAM
987
Van Cleef Asset Management
Ohio
$640K +$13.1K +516 +2%
CMAI
988
Capital Management Associates Inc
Minnesota
$640K +$640K +25,233 New
WSTAM
989
Wilbanks Smith & Thomas Asset Management
Virginia
$640K -$12.5K -492 -2%
KFI
990
Key Financial Inc
Pennsylvania
$635K +$2.21K +87 +0.3%
NS
991
NBC Securities
Alabama
$633K -$532 -21 -0.1%
FPWM
992
FSB Premier Wealth Management
Iowa
$632K +$13.9K +546 +2%
JC
993
JB Capital
Connecticut
$631K -$6.47K -255 -1%
MWA
994
Moser Wealth Advisors
Washington
$629K -$163K -6,429 -21%
BWM
995
Birchcreek Wealth Management
Ohio
$625K -$19.1K -753 -3%
PI
996
PFG Investments
New York
$624K -$54.2K -2,136 -8%
IPAM
997
Investment Partners Asset Management
New Jersey
$623K +$623K +24,531 New
SAM
998
Sawgrass Asset Management
Florida
$622K +$5.1K +201 +0.8%
KCM
999
Kanawha Capital Management
Virginia
$615K -$19.5K -768 -3%
RPGK
1000
Retirement Planning Group (Kansas)
Kansas
$612K +$612K +24,135 New
38 39
40
41 42