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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 %
RZH
1101
Relyea Zuckerberg Hanson
Connecticut
$430K +$18.5K +729 +4%
HIC
1102
Holderness Investments Company
North Carolina
$428K +$40.1K +1,581 +10%
CC
1103
Commons Capital
Massachusetts
$427K +$152 +6 +0%
FFO
1104
Fiduciary Family Office
Florida
$426K +$426K +16,800 New
SAG
1105
SageView Advisory Group
California
$426K -$1.42M -55,365 -77%
LFA
1106
Legacy Financial Advisors
Kentucky
$424K -$218K -8,607 -34%
GT
1107
Greenleaf Trust
Michigan
$421K +$190K +7,473 +82%
4WM
1108
49 Wealth Management
Texas
$419K +$419K +16,518 New
UWS
1109
Unique Wealth Strategies
Illinois
$419K +$419K +16,500 New
NP
1110
NorthRock Partners
Minnesota
$418K +$121K +6,432 +41%
SIMC
1111
Squire Investment Management Company
Utah
$416K +$416K +16,380 New
SAMT
1112
Select Asset Management & Trust
Pennsylvania
$413K -$62.2K -2,451 -13%
WHG
1113
Westwood Holdings Group
Texas
$410K – – –
BWM
1114
BKM Wealth Management
Wisconsin
$408K +$408K +16,065 New
AFAS
1115
Acorn Financial Advisory Services
Virginia
$408K -$55.2K -2,172 -12%
SFM
1116
Signet Financial Management
New Jersey
$406K -$5.71K -225 -1%
IIC
1117
Ironwood Investment Counsel
Arizona
$402K -$15.6K -615 -4%
GWM
1118
GSB Wealth Management
Connecticut
$402K +$7.69K +303 +2%
SWMG
1119
Sanchez Wealth Management Group
Florida
$402K – – –
CWA
1120
CM Wealth Advisors
Ohio
$401K – – –
PFP
1121
Pinnacle Financial Partners
Tennessee
$400K +$400K +15,774 New
LWM
1122
Lodestone Wealth Management
Washington
$399K -$48K -1,890 -11%
1SB
1123
1ST Source Bank
Indiana
$397K – – –
BFC
1124
Bedel Financial Consulting
Indiana
$396K -$12.9K -510 -3%
DI
1125
Disciplined Investments
Oklahoma
$396K – – –
43 44
45
46 47