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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 %
W
1251
WealthCollab
Washington
$270K +$270K +10,647 New
EWM
1252
Evercore Wealth Management
New York
$269K -$23.8K -939 -8%
DIA
1253
Dana Investment Advisors
Wisconsin
$268K -$76.1K -3,000 -22%
MFC
1254
Morris Financial Concepts
South Carolina
$268K – – –
MWA
1255
Meridian Wealth Advisors
Texas
$266K -$2.51K -99 -0.9%
TC
1256
Tenret Company
Florida
$266K +$266K +10,464 New
FFA
1257
First Foundation Advisors
California
$265K -$5.02K -198 -2%
HKIMG
1258
Hutchens & Kramer Investment Management Group
Indiana
$260K +$260K +10,260 New
DC
1259
Darrow Company
Massachusetts
$260K – – –
AIM
1260
Acropolis Investment Management
Missouri
$260K -$62.8K -2,475 -19%
NWMG
1261
National Wealth Management Group
Ohio
$260K -$34.3K -1,353 -12%
HAC
1262
Harbor Advisory Corp
New Hampshire
$260K – – –
PFBT
1263
Parkside Financial Bank & Trust
Missouri
$259K +$255K +10,053 +7,130%
DWM
1264
Destination Wealth Management
California
$257K -$46.4K -1,827 -15%
1WM
1265
1900 Wealth Management
Texas
$256K +$256K +10,095 New
GWMR
1266
GC Wealth Management RIA
Massachusetts
$255K +$255K +10,035 New
HA
1267
Herold Advisors
New York
$254K +$254K +10,005 New
WA
1268
Waterford Advisors
New York
$253K – – –
WFA
1269
West Financial Advisors
Iowa
$253K -$110K -4,320 -30%
GS
1270
GTS Securities
New York
$253K -$1.36M -53,595 -84%
SM
1271
Sensible Money
Arizona
$252K +$152 +6 +0.1%
SNBOSCI
1272
Security National Bank of Sioux City Iowa
Iowa
$251K – – –
FMWA
1273
Forvis Mazars Wealth Advisors
Missouri
$250K -$17.7K -699 -7%
MWM
1274
MBE Wealth Management
Wisconsin
$246K +$246K +9,708 New
RWA
1275
River Wealth Advisors
Pennsylvania
$246K -$15.5K -609 -6%
49 50
51
52 53