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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,514 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 224 funds opening new positions, 592 increasing their positions, 575 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+141
Holders Change %
+10.27%
% of All Funds
22.2%
Holding in Top 10
245
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.94%
% of All Funds
3.59%
New
224
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 %
CFFP
1376
Center for Financial Planning
Michigan
$114K +$228 +9 +0.2%
SIS
1377
Sound Income Strategies
Florida
$113K -$23.1K -912 -17%
RTL
1378
Red Tortoise LLC
Georgia
$110K +$837 +33 +0.8%
GI
1379
GAMMA Investing
California
$107K +$107K +4,230 New
CW
1380
Cooksen Wealth
Texas
$102K +$102K +4,026 New
MA
1381
MCF Advisors
Kentucky
$96.6K +$5.41K +213 +6%
TVAMP
1382
Tennessee Valley Asset Management Partners
Tennessee
$95K +$95K +3,744 New
PWMG
1383
Prestige Wealth Management Group
New Jersey
$94.7K – – –
PIP
1384
Peachtree Investment Partners
Florida
$93K +$74.4K +2,931 +400%
HT
1385
Headlands Technologies
Illinois
$92.3K -$103K -4,047 -53%
HDIM
1386
Hanson & Doremus Investment Management
Vermont
$92K – – –
CG
1387
Cutler Group
California
$91K -$1.86M -73,695 -95%
BA
1388
Ballast Advisors
Minnesota
$90.4K – – –
AT
1389
Avalon Trust
New Mexico
$86.8K – – –
AFS
1390
Annapolis Financial Services
Maryland
$85.9K -$7.39K -291 -8%
SA
1391
Scarborough Advisors
Maryland
$81.2K +$81.2K +3,198 New
SN
1392
Sittner & Nelson
Oregon
$79.8K +$3.65K +144 +5%
TSWM
1393
Tyler-Stone Wealth Management
Ohio
$79.1K +$761 +30 +1%
FWM
1394
Focused Wealth Management
New York
$78.4K -$152 -6 -0.2%
AFG
1395
Albion Financial Group
Utah
$76.1K – – –
HFS
1396
Hantz Financial Services
Michigan
$76K – – –
FSWA
1397
Financial Synergies Wealth Advisors
Texas
$72.9K -$114K -4,518 -61%
ITIM
1398
Indiana Trust & Investment Management
Indiana
$70.7K – – –
MRCM
1399
M&R Capital Management
New Jersey
$70.2K -$156K -6,138 -69%
TF
1400
Tompkins Financial
New York
$69.6K +$8.68K +342 +14%
54 55
56
57 58