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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 %
Allspring Global Investments
1351
Allspring Global Investments
North Carolina
$175K -$309K -12,186 -64%
GWS
1352
Glassman Wealth Services
Virginia
$170K +$2.13K +84 +1%
HI
1353
Hendershot Investments
Virginia
$164K – – –
NFSG
1354
Newbridge Financial Services Group
Florida
$162K -$25.8K -1,017 -14%
DWMG
1355
DB Wealth Management Group
California
$151K – – –
CMP
1356
Coston McIsaac & Partners
Maine
$150K +$1.43K +57 +1%
WPA
1357
West Paces Advisors
Georgia
$150K +$304 +12 +0.2%
PMFA
1358
Plante Moran Financial Advisors
Michigan
$149K -$49.9K -1,968 -25%
EWM
1359
Evermay Wealth Management
Virginia
$142K -$11.4K -450 -7%
BAM
1360
Byrne Asset Management
New Jersey
$139K – – –
HIA
1361
Harbor Investment Advisory
Maryland
$136K +$95.3K +3,756 +234%
Simplex Trading
1362
Simplex Trading
Illinois
$135K -$761K -30,102 -85%
OSAM
1363
O'Shaughnessy Asset Management
Connecticut
$133K +$28K +1,104 +27%
TCG
1364
Transcendent Capital Group
Oklahoma
$128K +$128K +5,061 New
JPWM
1365
Jamison Private Wealth Management
Georgia
$128K -$3.58K -141 -3%
FPFS
1366
First Personal Financial Services
North Carolina
$128K – – –
CIR
1367
Clear Investment Research
Georgia
$127K -$6.24K -246 -5%
RBC
1368
Roble Belko & Company
Pennsylvania
$125K +$20K +786 +19%
GKIM
1369
GW&K Investment Management
Massachusetts
$124K +$124K +4,875 New
SIM
1370
Studio Investment Management
Illinois
$123K +$12.6K +495 +11%
UIA
1371
Ulland Investment Advisors
Minnesota
$121K -$177K -7,005 -59%
HCM
1372
Highlander Capital Management
New Jersey
$121K +$121K +4,755 New
CPG
1373
Custom Portfolio Group
Colorado
$120K +$120K +7,110 New
FFA
1374
Fairfield Financial Advisors
Massachusetts
$119K +$381 +15 +0.3%
VL
1375
Vima LLC
Michigan
$119K +$119K +4,686 New
53 54
55
56 57