SCHD icon

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 %
SNBOSD
1176
Security National Bank of So Dak
Iowa
$337K – – –
CAL
1177
Capital Advisors Ltd
Ohio
$337K -$1.07K -42 -0.3%
CTWM
1178
Cherry Tree Wealth Management
Minnesota
$337K – – –
CAWM
1179
Capital Advisors Wealth Management
Washington
$335K -$3.05K -120 -0.9%
CIA
1180
Concurrent Investment Advisors
Florida
$334K +$334K +13,173 New
AA
1181
AlphaMark Advisors
Kentucky
$333K +$18.6K +735 +6%
MWM
1182
Merriman Wealth Management
Washington
$330K -$8.76K -345 -3%
CCFCSB
1183
Cape Cod Five Cents Savings Bank
Massachusetts
$329K +$329K +12,975 New
WP
1184
WMS Partners
Maryland
$329K -$144K -5,685 -30%
ODG
1185
O'Dell Group
Ohio
$326K +$26.5K +1,044 +9%
PCS
1186
Personal CFO Solutions
New Jersey
$325K +$80.8K +3,183 +33%
AAG
1187
Armstrong Advisory Group
Massachusetts
$325K +$457 +18 +0.1%
HF
1188
HRT Financial
New York
$325K +$325K +12,843 New
ONSWM
1189
Old North State Wealth Management
North Carolina
$323K +$3.27K +129 +1%
RP
1190
Rice Partnership
Hawaii
$321K -$1.6K -63 -0.5%
DW
1191
Durante & Waters
New York
$320K +$320K +12,600 New
FAIM
1192
Financial Advocates Investment Management
Washington
$319K -$757K -29,835 -70%
GHA
1193
GW Henssler & Associates
Georgia
$319K +$9.82K +387 +3%
WP
1194
Westmount Partners
California
$319K -$203K -7,998 -39%
ORC
1195
O'Rourke & Company
Massachusetts
$316K +$84.5K +3,324 +36%
VWM
1196
Vigilare Wealth Management
Arizona
$315K -$14.4K -567 -4%
LAM
1197
LifePro Asset Management
California
$315K -$28.5K -1,125 -8%
VAS
1198
Valicenti Advisory Services
New York
$314K +$5.71K +225 +2%
RAG
1199
RIA Advisory Group
Iowa
$311K -$721K -38,847 -70%
SP
1200
Successful Portfolios
Florida
$310K +$310K +12,216 New
46 47
48
49 50