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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 %
CA
1126
Carson Advisory
Georgia
$394K -$24.4K -963 -6%
KCM
1127
Kathmere Capital Management
Pennsylvania
$391K – – –
QWM
1128
Quadcap Wealth Management
Texas
$389K +$389K +15,348 New
NCM
1129
Next Capital Management
New York
$388K -$50.8K -2,001 -12%
DSC
1130
Duncker Streett & Co
Missouri
$388K -$12.6K -495 -3%
AC
1131
AlphaCore Capital
California
$387K +$43.5K +1,713 +13%
RWP
1132
Ridgecrest Wealth Partners
California
$387K +$387K +15,261 New
CA
1133
CGN Advisors
Kansas
$386K -$298K -11,751 -44%
ESB
1134
Essex Savings Bank
Connecticut
$386K -$27.6K -1,089 -7%
SIC
1135
SJS Investment Consulting
Ohio
$384K +$167K +6,564 +76%
MFWP
1136
Mosaic Family Wealth Partners
Missouri
$384K +$384K +15,123 New
AFG
1137
Alterity Financial Group
Maine
$383K +$17.8K +702 +5%
AIM
1138
Aspen Investment Management
Michigan
$383K +$55.2K +2,175 +17%
AIMC
1139
Alley Investment Management Company
Illinois
$380K -$29.5K -1,164 -7%
GL
1140
Graypoint LLC
New York
$378K +$19.4K +765 +5%
RWM
1141
RKL Wealth Management
Pennsylvania
$378K +$35K +1,380 +10%
FA
1142
Fountainhead AM
New Jersey
$377K +$61.4K +2,418 +19%
BKA
1143
Brick & Kyle Associates
Pennsylvania
$376K -$6.55K -258 -2%
M1FG
1144
Mach-1 Financial Group
Arkansas
$375K +$34.7K +1,368 +10%
NHC
1145
Nicholas Hoffman & Company
Georgia
$374K +$35.2K +1,389 +10%
FM
1146
Foster & Motley
Ohio
$373K +$25.3K +996 +7%
DS
1147
DRW Securities
Illinois
$373K +$373K +14,694 New
BL
1148
Balentine LLC
Georgia
$373K +$285K +11,241 +326%
HPC
1149
HM Payson & Co
Maine
$372K -$76 -3 -0%
CWM
1150
Castle Wealth Management
Florida
$372K – – –
44 45
46
47 48