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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 %
BWA
1051
Bordeaux Wealth Advisors
California
$511K +$223K +8,772 +77%
OL
1052
Owen LaRue
Kentucky
$511K -$340K -13,410 -40%
PVI
1053
Pine Valley Investments
New Jersey
$509K +$34.4K +1,356 +7%
HFS
1054
HBC Financial Services
Washington
$505K +$240K +9,447 +90%
CIA
1055
Covington Investment Advisors
Pennsylvania
$504K +$14.6K +576 +3%
MHR
1056
Matthew Hamilton Rosenberg
$503K – – –
LIG
1057
Lokken Investment Group
Delaware
$502K +$140K +5,517 +39%
RRA
1058
Round Rock Advisors
Connecticut
$500K -$899K -35,418 -64%
SWM
1059
Stockman Wealth Management
Montana
$497K -$20.3K -798 -4%
TP
1060
Tranquility Partners
Tennessee
$495K -$123K -4,854 -20%
OPWM
1061
Oxinas Partners Wealth Management
Indiana
$495K +$28.7K +1,131 +6%
SL
1062
Stevard LLC
Illinois
$487K – – –
SL
1063
Salomon & Ludwin
Virginia
$486K – – –
NSAM
1064
North Star Asset Management
Wisconsin
$486K -$88.7K -3,495 -15%
IWP
1065
Insight Wealth Partners
Texas
$486K +$122K +4,806 +34%
AIP
1066
Almanack Investment Partners
Pennsylvania
$485K +$485K +19,101 New
CD
1067
Chapin Davis
Maryland
$481K +$242K +9,531 +101%
EIP
1068
Ellis Investment Partners
Pennsylvania
$479K +$35K +1,380 +8%
SLT
1069
St Louis Trust
Missouri
$479K +$162K +6,402 +51%
WAL
1070
W Advisors LLC
Tennessee
$479K +$47.7K +1,881 +11%
TPW
1071
Tiller Private Wealth
Pennsylvania
$477K +$477K +18,813 New
ACA
1072
American Capital Advisory
Idaho
$477K +$477K +18,795 New
DSCM
1073
Del-Sette Capital Management
New York
$477K +$477K +18,792 New
LC
1074
LCNB Corp
Ohio
$476K -$44.5K -1,752 -9%
PFS
1075
Prospect Financial Services
New York
$475K +$475K +18,729 New
41 42
43
44 45