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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 %
LWANC
1401
Laurel Wealth Advisors (North Carolina)
North Carolina
$68.5K – – –
TAM
1402
Tucker Asset Management
Colorado
$67.9K – – –
HR
1403
Howe & Rusling
New York
$67.6K +$28.9K +1,137 +75%
PWMG
1404
Provence Wealth Management Group
California
$66.6K -$11K -432 -14%
FDCDDQ
1405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.6K +$28.9K +1,140 +77%
GEA
1406
Glen Eagle Advisors
New Jersey
$63.2K – – –
MDCM
1407
Morgan Dempsey Capital Management
Wisconsin
$61K +$61K +2,403 New
CT
1408
Colonial Trust
South Carolina
$60.4K +$53.3K +2,100 +753%
RAM
1409
Riggs Asset Management
Pennsylvania
$59.7K +$609 +24 +1%
FHA
1410
First Horizon Advisors
Tennessee
$59.4K +$44.2K +1,740 +290%
GTAM
1411
Global Trust Asset Management
Florida
$58K – – –
TCA
1412
Trifecta Capital Advisors
Illinois
$57.1K -$11.4K -450 -17%
JWA
1413
JFS Wealth Advisors
Pennsylvania
$56.3K -$9.44K -372 -14%
WIA
1414
Wetzel Investment Advisors
Indiana
$56K +$56K +2,199 New
TIM
1415
Tortoise Investment Management
New York
$55.7K – – –
GWSA
1416
Global Wealth Strategies & Associates
Colorado
$54.1K +$45.7K +1,800 +545%
LC
1417
Lindbrook Capital
California
$52.6K -$12.2K -480 -19%
SAG
1418
Spotlight Asset Group
Illinois
$49.5K – – –
JFG
1419
JDM Financial Group
Texas
$47.3K +$152 +6 +0.3%
AA
1420
Addison Advisors
Vermont
$47.3K +$457 +18 +1%
VDBMI
1421
Van Den Berg Management I
Texas
$46.4K +$46.4K +1,827 New
FCMT
1422
Founders Capital Management (Texas)
Texas
$45.7K – – –
AIC
1423
Archer Investment Corporation
Indiana
$45.2K -$158K -6,219 -78%
VWM
1424
Venturi Wealth Management
Texas
$43.9K +$43.9K +1,731 New
CYG
1425
Clean Yield Group
Vermont
$43.1K – – –
55 56
57
58 59