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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,514 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 224 funds opening new positions, 592 increasing their positions, 575 reducing their positions, and 62 closing their positions.

Holders
1,514
Holders Change
+141
Holders Change %
+10.27%
% of All Funds
22.2%
Holding in Top 10
245
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.94%
% of All Funds
3.59%
New
224
Increased
592
Reduced
575
Closed
62
Calls
$138M
Puts
$60M
Net Calls
+$77.6M
Net Calls Change
+$42.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.26B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
SLI
3
Sumitomo Life Insurance
Japan
$228M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$246M
5
JSTA
5
Japan Science & Technology Agency
Japan
$73.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$402M
3
CAM
3
Cresset Asset Management
Illinois
$41.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$332M
5
PA
5
Parallel Advisors
California
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
101
Richardson Capital Management
Wisconsin
$31.1M 555 +555 New
SPIA
102
Steward Partners Investment Advisory
New York
$30.8M 1,214,037 +480,120 +65%
VVP
103
Venture Visionary Partners
Ohio
$30.5M 1,200,537 +103,755 +9%
HI
104
Horizon Investments
North Carolina
$30M 1,182,192 +147,087 +14%
NRI
105
NFP Retirement Inc
California
$29.9M 1,176,627 +160,671 +16%
CPG
106
Cornerstone Planning Group
New Jersey
$29.3M 1,155,066 +125,655 +12%
AWM
107
Axxcess Wealth Management
California
$29.3M 1,154,115 -284,211 -20%
BFG
108
Berger Financial Group
Minnesota
$29M 1,143,483 +31,731 +3%
TA
109
TruWealth Advisors
Louisiana
$29M 1,143,192 +87,858 +8%
LS
110
Leelyn Smith
Illinois
$28.6M 1,125,450 +38,631 +4%
SCI
111
Silver Coast Investments
United States
$28.5M 1,123,734 +1,123,734 New
VDI
112
Vaughan David Investments
Illinois
$28.1M 1,108,017 +69,195 +7%
NFG
113
Nadler Financial Group
Illinois
$27.6M 1,087,431 -35,820 -3%
IWC
114
Integrated Wealth Concepts
Massachusetts
$27.4M 1,080,147 -1,890 -0.2%
NA
115
NewEdge Advisors
Louisiana
$27.4M 1,077,489 -337,038 -24%
RW
116
Regimen Wealth
Georgia
$27.2M 1,067,412 +242,394 +29%
HCM
117
Hengehold Capital Management
Ohio
$27M 1,065,144 +6,633 +0.6%
EH
118
Equitable Holdings
New York
$26.8M 1,055,325 +71,586 +7%
LPAM
119
Lodestar Private Asset Management
California
$26.3M 1,037,217 -71,457 -6%
SWM
120
Segment Wealth Management
Texas
$26.3M 1,034,520 +1,034,520 New
HI
121
Hudock Inc
Pennsylvania
$26.2M 1,033,203 +46,026 +5%
RA
122
RFG Advisory
Alabama
$25.9M 1,019,187 +24,711 +2%
NFW
123
Noble Family Wealth
Florida
$25.8M 1,015,032 +22,377 +2%
AFA
124
American Financial Advisors
Georgia
$25.7M 1,014,102 +19,188 +2%
NQWM
125
Northwest Quadrant Wealth Management
Oregon
$25.5M 1,004,469 +66,840 +7%
3 4
5
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