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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 %
AA
1201
ACT Advisors
North Carolina
$310K -$326K -12,831 -51%
CFS
1202
Cannon Financial Strategists
Georgia
$310K – – –
MLA
1203
My Legacy Advisors
Oregon
$310K +$310K +12,210 New
CAM
1204
Costello Asset Management
Pennsylvania
$308K -$6.01K -237 -2%
ICG
1205
InterOcean Capital Group
Tennessee
$308K +$73.3K +2,889 +31%
TCM
1206
TD Capital Management
Tennessee
$307K +$60.7K +2,394 +25%
CW
1207
Connectus Wealth
Ohio
$307K -$2.21K -87 -0.7%
SSW
1208
Stone Summit Wealth
Florida
$306K – – –
JBA
1209
Johnson Bixby & Associates
Washington
$305K -$4.26K -168 -1%
WC
1210
Wynn Capital
Georgia
$305K +$305K +12,000 New
TCM
1211
Traynor Capital Management
Pennsylvania
$304K +$304K +11,994 New
WTC
1212
WhitTier Trust Company
Nevada
$304K – – –
QCM
1213
Quantinno Capital Management
New York
$300K +$58.5K +2,307 +24%
SPWM
1214
Straight Path Wealth Management
Michigan
$299K +$685 +27 +0.2%
SAM
1215
Seelaus Asset Management
New Jersey
$298K +$79.9K +3,150 +37%
NC
1216
NovaPoint Capital
Georgia
$298K +$298K +11,739 New
CAM
1217
Carret Asset Management
New York
$297K +$54.2K +2,136 +22%
BHWM
1218
Beaird Harris Wealth Management
Texas
$297K +$4.26K +168 +1%
DWG
1219
Darden Wealth Group
Michigan
$297K +$297K +11,685 New
BPWM
1220
Badgley Phelps Wealth Managers
Washington
$296K +$24.7K +975 +9%
EWM
1221
Executive Wealth Management
Michigan
$294K +$35.3K +1,389 +14%
BL
1222
BFSG LLC
California
$292K -$2.28K -90 -0.8%
TDC
1223
Thompson Davis & Co
Virginia
$290K -$92.4K -3,642 -24%
MSCM
1224
McElhenny Sheffield Capital Management
Texas
$290K -$2.82K -111 -1%
IP
1225
Ignite Planners
California
$290K -$153K -5,970 -35%
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