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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 %
CCP
1076
Clarkston Capital Partners
Michigan
$475K -$180K -7,074 -27%
ACA
1077
Aptus Capital Advisors
Alabama
$473K +$157K +6,168 +49%
VPIM
1078
Vanguard Personalized Indexing Management
California
$472K -$4.8K -189 -1%
KFS
1079
Kelly Financial Services
Massachusetts
$471K +$106K +4,185 +29%
ECM
1080
Evergreen Capital Management
Washington
$465K +$28.6K +1,128 +7%
PP
1081
PDS Planning
Ohio
$462K -$53.1K -2,091 -10%
PWM
1082
Prosperity Wealth Management
California
$462K +$93.4K +3,681 +25%
FCA
1083
FinTrust Capital Advisors
South Carolina
$460K -$10.2K -402 -2%
BHWM
1084
Bar Harbor Wealth Management
New Hampshire
$457K -$76.1K -3,000 -14%
HTC
1085
Haverford Trust Company
Pennsylvania
$454K – – –
LFA
1086
LGT Financial Advisors
Texas
$454K -$14.3K -564 -3%
T
1087
Tidemark
California
$453K +$453K +17,835 New
CSI
1088
Cross Staff Investments
New York
$451K – – –
ME
1089
McIlrath & Eck
Washington
$444K +$3.96K +156 +0.9%
CGA
1090
Crescent Grove Advisors
Illinois
$441K -$334K -13,143 -43%
IC
1091
IEQ Capital
California
$440K +$17.5K +690 +4%
VV
1092
Verity & Verity
South Carolina
$438K +$47.7K +1,881 +12%
BlackRock
1093
BlackRock
New York
$437K +$437K +17,232 +574,400%
PK
1094
Pflug Koory
Nebraska
$436K -$3.05K -120 -0.7%
GGI
1095
Godsey & Gibb Inc
Virginia
$435K -$381 -15 -0.1%
PCS
1096
Private Client Services
Kentucky
$433K +$433K +17,061 New
AFG
1097
Arkansas Financial Group
Arkansas
$432K -$156K -6,135 -26%
SW
1098
Simplicity Wealth
New Jersey
$431K +$431K +16,992 New
S
1099
SignatureFD
Georgia
$431K -$12.2K -480 -3%
CAM
1100
Clark Asset Management
New Hampshire
$431K – – –
42 43
44
45 46