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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 %
GL
1226
Gerber LLC
Ohio
$288K +$288K +11,367 New
PAM
1227
Pegasus Asset Management
New York
$287K -$2.28K -90 -0.8%
DLCIG
1228
D.L. Carlson Investment Group
New Hampshire
$287K +$309 +12 +0.1%
DAM
1229
Delta Asset Management
Tennessee
$287K +$228 +9 +0.1%
WCM
1230
Washburn Capital Management
Florida
$285K -$2.61M -102,753 -90%
AFA
1231
Atlas Financial Advisors
California
$285K -$216K -8,502 -43%
GC
1232
GFG Capital
Florida
$284K +$18K +708 +7%
LRPA
1233
L. Roy Papp & Associates
Arizona
$284K – – –
LCM
1234
Leisure Capital Management
California
$283K -$3.81K -150 -1%
APWA
1235
Atlas Private Wealth Advisors
New Jersey
$281K -$18.4K -723 -6%
EW
1236
Element Wealth
Mississippi
$279K +$37.4K +1,473 +15%
TH
1237
Team Hewins
California
$278K +$278K +10,962 New
EI
1238
Ellevest Inc
New York
$278K -$23K -906 -8%
CWM
1239
Calamos Wealth Management
Illinois
$276K +$276K +10,881 New
GT
1240
Glenmede Trust
Pennsylvania
$276K – – –
CB
1241
CNB Bank
Pennsylvania
$274K -$47.4K -1,869 -15%
NWM
1242
Northcape Wealth Management
New York
$274K +$274K +10,800 New
HA
1243
HFG Advisors
Ohio
$273K – – –
MBI
1244
May Barnhard Investments
Maryland
$273K +$273K +10,758 New
WE
1245
Wealth Effects
Massachusetts
$273K -$11.2K -441 -4%
PWG
1246
Portside Wealth Group
Utah
$273K -$24.7K -975 -8%
MF
1247
Manchester Financial
California
$272K – – –
GP
1248
Girard Partners
Pennsylvania
$272K -$42.6K -1,677 -14%
Neuberger Berman Group
1249
Neuberger Berman Group
New York
$271K -$56.7K -2,235 -17%
TWM
1250
Tanglewood Wealth Management
Texas
$271K +$271K +10,677 New
48 49
50
51 52