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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 %
TWC
1026
TD Waterhouse Canada
Ontario, Canada
$567K +$46.9K +1,836 +9%
HWM
1027
Heirloom Wealth Management
Colorado
$566K -$56.6K -2,232 -9%
AAS
1028
Annex Advisory Services
Wisconsin
$559K -$25.3K -996 -4%
SAM
1029
SP Asset Management
California
$558K +$5.71K +225 +1%
APW
1030
Austin Private Wealth
Texas
$556K -$171K -6,732 -23%
RFN
1031
Redwood Financial Network
Ohio
$556K -$22.5K -888 -4%
DI
1032
DFPG Investments
Utah
$556K +$263K +10,356 +90%
AA
1033
AlphaQ Advisors
Florida
$554K +$110K +4,353 +25%
BTI
1034
Blue Trust Inc
Georgia
$552K +$9.13K +387 +2%
VHAM
1035
Van Hulzen Asset Management
California
$549K +$81.3K +3,201 +17%
SIC
1036
Sigma Investment Counselors
Michigan
$549K +$152 +6 +0%
SPW
1037
Sonoma Private Wealth
California
$544K +$544K +21,420 New
LIM
1038
Loudon Investment Management
New Hampshire
$540K +$540K +21,273 New
SWA
1039
Sax Wealth Advisors
New Jersey
$535K +$108K +4,275 +25%
SIMG
1040
Sonora Investment Management Group
Arizona
$535K -$5.41K -213 -1%
P
1041
&Partners
Tennessee
$533K +$533K +20,964 New
MCP
1042
Mirador Capital Partners
California
$532K +$191K +7,545 +56%
FFA
1043
Founders Financial Alliance
North Carolina
$529K -$83.4K -3,288 -14%
FC
1044
Forte Capital
New York
$526K +$609 +24 +0.1%
CAG
1045
Compass Advisory Group
New York
$526K -$786K -30,984 -60%
FA
1046
FC Advisory
Pennsylvania
$525K -$6.78K -267 -1%
IPWA
1047
International Private Wealth Advisors
California
$523K +$523K +20,622 New
RCM
1048
Rain Capital Management
Oregon
$516K +$4.95K +195 +1%
FWCM
1049
Ferguson Wellman Capital Management
Oregon
$515K +$162K +6,393 +46%
ALWM
1050
Andrews Lucia Wealth Management
California
$513K +$4.42K +174 +0.9%
40 41
42
43 44