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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 %
SAM
1326
Strategy Asset Managers
California
$213K +$213K +8,391 New
ERIC
1327
Eagle Rock Investment Company
Georgia
$212K +$212K +8,373 New
JAG
1328
Journey Advisory Group
Kentucky
$208K +$208K +8,211 New
EPP
1329
ETF Portfolio Partners
Kansas
$208K +$208K +8,190 New
ITB
1330
Idaho Trust Bank
Idaho
$207K +$207K +8,154 New
UB
1331
UMB Bank
Missouri
$206K -$64.3K -2,535 -24%
SCA
1332
Sage Capital Advisors
South Dakota
$205K +$205K +8,073 New
HAM
1333
Harmony Asset Management
Arizona
$204K +$204K +8,031 New
LFG
1334
Larson Financial Group
Missouri
$203K +$64.3K +2,535 +46%
SSWM
1335
Smith Salley Wealth Management
North Carolina
$202K -$35.4K -1,395 -15%
WAS
1336
WESPAC Advisors SoCal
California
$201K +$201K +7,935 New
BB
1337
Busey Bank
Illinois
$201K +$201K +7,905 New
FWM
1338
Fortress Wealth Management
California
$200K -$136K -5,370 -40%
OA
1339
Operose Advisors
Wisconsin
$199K – – –
LOIP
1340
Live Oak Investment Partners
Texas
$198K -$184K – –
Kayne Anderson Rudnick Investment Management
1341
Kayne Anderson Rudnick Investment Management
California
$197K -$32.5K -1,281 -14%
TCOV
1342
Trust Company of Vermont
Vermont
$195K – – –
WWM
1343
Wagner Wealth Management
South Carolina
$193K +$8.38K +330 +5%
MSG
1344
Main Street Group
Virginia
$192K +$192K +7,545 New
AWM
1345
Aberdeen Wealth Management
Illinois
$190K – – –
AWM
1346
Abound Wealth Management
Tennessee
$190K +$63.2K +2,490 +50%
MIA
1347
MeadowBrook Investment Advisors
Michigan
$188K +$188K +7,407 New
TFA
1348
Toth Financial Advisory
Virginia
$188K -$8.53K -336 -4%
FWM
1349
FSA Wealth Management
Massachusetts
$184K +$184K +7,266 New
FFL
1350
Financial Freedom LLC
Ohio
$183K +$1.75K +69 +1%
52 53
54
55 56