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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 %
SFO
1301
Stokes Family Office
Louisiana
$227K – – –
PCA
1302
Providence Capital Advisors
North Carolina
$227K +$212K +8,343 +1,391%
FA
1303
Flagstar Advisors
New York
$227K +$227K +8,931 New
WAAG
1304
Wealth Alliance Advisory Group
Kansas
$226K +$7.61K +300 +3%
MCP
1305
Martin Capital Partners
Oregon
$226K -$608K -23,937 -73%
OCM
1306
Objective Capital Management
Ohio
$225K -$339K -13,359 -60%
PA
1307
Perennial Advisors
New York
$225K – – –
RGC
1308
Roberts, Glore & Co
Illinois
$224K – – –
PMSA
1309
Patrick M. Sweeney & Associates
Illinois
$224K +$224K +8,808 New
PWP
1310
Precedent Wealth Partners
Texas
$223K +$223K +8,790 New
SFG
1311
Synergy Financial Group
California
$222K -$457 -18 -0.2%
SFP
1312
Sandbox Financial Partners
Maryland
$222K -$42.2K -1,662 -16%
BCP
1313
Blue Chip Partners
Michigan
$221K -$93K -3,666 -30%
MWM
1314
MinichMacGregor Wealth Management
New York
$221K +$1.52K +60 +0.7%
EWA
1315
Etesian Wealth Advisors
Oregon
$221K -$54.3K -2,133 -20%
PAA
1316
Peregrine Asset Advisers
Oregon
$220K +$220K +8,664 New
HGWM
1317
Horst & Graben Wealth Management
Oregon
$219K – – –
KFGK
1318
Keystone Financial Group (Kentucky)
Kentucky
$218K -$55K -2,169 -20%
Principal Financial Group
1319
Principal Financial Group
Iowa
$216K -$309K -12,186 -59%
MAC
1320
Mason & Associates (California)
California
$216K +$216K +8,508 New
SB
1321
Sunflower Bank
Texas
$215K +$215K +8,478 New
EHWM
1322
Eads & Heald Wealth Management
Georgia
$215K +$215K +8,490 New
AFA
1323
AA Financial Advisors
Ohio
$214K +$214K +8,451 New
DIM
1324
Delta Investment Management
California
$214K +$214K +8,439 New
DA
1325
DCM Advisors
New York
$213K +$213K +8,403 New
51 52
53
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