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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 %
BIG
1001
Builder Investment Group
Georgia
$610K +$609 +24 +0.1%
MC
1002
Moors & Cabot
Massachusetts
$609K -$48.5K -1,911 -7%
WCM
1003
Windham Capital Management
Massachusetts
$604K +$6.17K +243 +1%
BFP
1004
Beacon Financial Planning
Massachusetts
$604K +$219K +8,625 +57%
FC
1005
Fulcrum Capital
Washington
$603K – – –
DWMS
1006
Dominguez Wealth Management Solutions
Virginia
$603K -$2.59K -102 -0.4%
Kovitz Investment Group Partners
1007
Kovitz Investment Group Partners
Illinois
$602K -$2.38M -93,918 -80%
RIL
1008
Rothschild Investment LLC
Illinois
$601K +$114K +4,500 +23%
JFG
1009
Jefferies Financial Group
New York
$599K -$51.7K -2,037 -8%
OWM
1010
OneAscent Wealth Management
Alabama
$595K -$38.3K -1,512 -6%
SCM
1011
SOL Capital Management
Maryland
$593K +$593K +23,355 New
NSG
1012
Nalls Sherbakoff Group
Tennessee
$592K +$4.95K +195 +0.8%
LEFP
1013
Leading Edge Financial Planning
Tennessee
$591K -$131K -5,181 -18%
BCG
1014
Breakwater Capital Group
New Jersey
$589K +$20.3K +792 +4%
ARC
1015
Advisor Resource Council
Texas
$588K +$588K +23,187 New
WI
1016
WBI Investments
New Jersey
$586K -$34.2K -1,347 -6%
KCFA
1017
Key Client Fiduciary Advisors
New Jersey
$585K -$7.38K -291 -1%
ZIM
1018
Zacks Investment Management
Illinois
$582K +$285K +11,250 +96%
FWA
1019
FSM Wealth Advisors
Ohio
$579K – – –
MWM
1020
Mission Wealth Management
California
$578K +$320K +12,600 +124%
CCA
1021
Cobblestone Capital Advisors
New York
$575K +$1.6K +63 +0.3%
YLHM
1022
Yelin Lapidot Holdings Management
Israel
$575K – – –
LWM
1023
Lyell Wealth Management
California
$574K +$114K +4,473 +25%
SAI
1024
Savvy Advisors Inc
New York
$573K +$573K +22,563 New
FCIM
1025
Fairview Capital Investment Management
California
$570K +$570K +22,470 New
39 40
41
42 43