SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
1426
Jones Financial Companies
Missouri
$42.6K -$29.9K -1,179 -41%
BWP
1427
Baldwin Wealth Partners
Massachusetts
$41.8K
CSC
1428
Caldwell Sutter Capital
California
$41.1K +$41.1K +1,620 New
TWD
1429
True Wealth Design
Ohio
$39.8K -$1.07K -42 -3%
KHC
1430
Koesten Hirschmann & Crabtree
Kansas
$38.1K
BMC
1431
Bear Mountain Capital
Washington
$34.1K +$34.1K +1,350 New
AW
1432
Avion Wealth
Texas
$33K
MFT
1433
Moisand Fitzgerald Tamayo
Florida
$32.2K +$5.18K +204 +19%
SRCM
1434
Signature Resources Capital Management
California
$31.6K +$31.6K +1,245 New
GA
1435
GoalVest Advisory
New York
$31.3K
RCM
1436
Raleigh Capital Management
North Carolina
$29.8K
VAMG
1437
Voisard Asset Management Group
Michigan
$28.5K +$28.5K +1,125 New
B
1438
Birchbrook
Maine
$27.3K +$27.3K +1,074 New
AWM
1439
Angeles Wealth Management
California
$27.2K -$121K -4,764 -82%
IA
1440
IFS Advisors
Kansas
$27.2K +$1.22K +48 +5%
TCM
1441
Tradewinds Capital Management
Washington
$26.6K
AIP
1442
Ameritas Investment Partners
Nebraska
$25.5K
MG
1443
MilWealth Group
Wisconsin
$25.1K
RDFA
1444
Ritter Daniher Financial Advisory
Ohio
$24.7K
DCM
1445
Davidson Capital Management
Texas
$24.4K -$28.3M -1,116,522 -100%
EL
1446
EMFO LLC
Florida
$23.1K +$228 +9 +1%
PP
1447
PrairieView Partners
Minnesota
$23K
OC
1448
Oakworth Capital
Alabama
$22.8K
OIA
1449
Optimum Investment Advisors
Illinois
$21.7K +$76 +3 +0.4%
QC
1450
Quent Capital
New York
$21K +$152 +6 +0.7%