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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 %
FNBT
1151
FineMark National Bank & Trust
Florida
$370K +$30K +1,182 +9%
OWP
1152
Obermeyer Wealth Partners
Colorado
$369K -$38.6K -1,521 -9%
NHT
1153
New Hampshire Trust
New Hampshire
$368K +$368K +14,493 New
BWL
1154
Bogart Wealth LLC
Virginia
$364K +$10.3K +405 +3%
GAM
1155
Grandview Asset Management
Pennsylvania
$364K +$3.96K +156 +1%
KFA
1156
Kelleher Financial Advisors
New York
$364K +$107K +4,200 +41%
HIP
1157
HUB Investment Partners
Texas
$361K +$361K +14,232 New
FWM
1158
Finer Wealth Management
Massachusetts
$360K -$685 -27 -0.2%
MWM
1159
Maripau Wealth Management
Indiana
$358K +$94.1K +3,708 +36%
BI
1160
Ballast Inc
Kentucky
$358K – – –
TC
1161
Telemus Capital
Michigan
$358K +$358K +14,100 New
PCP
1162
Proficio Capital Partners
Massachusetts
$358K – – –
GCM
1163
Gunderson Capital Management
South Carolina
$357K +$357K +14,061 New
BNP Paribas Financial Markets
1164
BNP Paribas Financial Markets
France
$354K +$354K +13,962 New
OFG
1165
Omega Financial Group
California
$354K -$37.9K -1,494 -10%
GAM
1166
Gemmer Asset Management
California
$352K +$14.6K +576 +4%
VCM
1167
Virtue Capital Management
Tennessee
$350K -$302K -12,471 Closed
AAM
1168
AMI Asset Management
California
$350K +$350K +13,782 New
WWG
1169
West Wealth Group
California
$348K -$99.4K -3,915 -22%
JHCP
1170
Jackson Hole Capital Partners
Oklahoma
$348K +$348K +13,710 New
FP
1171
Financial Perspectives
Minnesota
$345K +$61.8K +2,436 +22%
RWB
1172
RMR Wealth Builders
New Jersey
$345K -$41.5K -1,635 -11%
PS
1173
Planned Solutions
California
$344K +$26.9K +1,062 +8%
AIC
1174
Argus Investors Counsel
New York
$341K +$8.53K +336 +3%
PA
1175
Procyon Advisors
Connecticut
$338K +$30.5K +1,203 +10%
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