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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 %
GC
1276
Grimes & Company
Massachusetts
$246K +$246K +9,675 New
CC
1277
Cadinha & Co
Hawaii
$244K – – –
BAM
1278
Bosun Asset Management
Illinois
$244K +$15.2K +600 +7%
ZF
1279
Zega Financial
Florida
$243K +$243K +9,591 New
SFP
1280
Strategic Financial Partners
Oregon
$242K +$2.51K +99 +1%
RCA
1281
Resonant Capital Advisors
Wisconsin
$242K – – –
WWM
1282
Wolff Wiese Magana
California
$241K +$2.74K +108 +1%
MAG
1283
MRA Advisory Group
New Jersey
$240K +$240K +9,474 New
KA
1284
Klingman & Associates
New York
$240K – – –
MG
1285
Mather Group
Illinois
$239K +$239K +9,408 New
SIC
1286
Samalin Investment Counsel
New York
$238K -$12.2K -480 -5%
LFA
1287
Laraway Financial Advisors
Minnesota
$236K +$7.84K +309 +3%
GWANC
1288
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K +$155K +6,114 +196%
LWA
1289
Lantern Wealth Advisors
New York
$234K +$234K +9,231 New
SCM
1290
Seascape Capital Management
New Hampshire
$234K +$609 +24 +0.3%
PCFFS
1291
Pacific Center for Financial Services
California
$234K +$2.36K +93 +1%
CWM
1292
Concentric Wealth Management
California
$232K +$1.37K +54 +0.6%
RWRC
1293
R.W. Roge & Company
New York
$232K – – –
KV
1294
Kickstand Ventures
New York
$232K +$232K +9,141 New
STA
1295
Summit Trail Advisors
New York
$232K -$43.9K -1,731 -16%
RCAG
1296
Rehmann Capital Advisory Group
Michigan
$230K +$230K +9,066 New
SCM
1297
SevenOneSeven Capital Management
Pennsylvania
$230K -$3.31M -130,185 -94%
TB
1298
Treynor Bancshares
Iowa
$230K +$8.3K +327 +4%
TCMP
1299
Thrive Capital Management (Pennsylvania)
Pennsylvania
$229K +$152 +6 +0.1%
OWA
1300
Outlook Wealth Advisors
Texas
$228K – – –
50 51
52
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