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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 %
WT
1451
Washington Trust
Rhode Island
$20.9K -$1.52K -60 -7%
SNB
1452
Security National Bank
Nebraska
$20.6K +$20.6K +813 New
TC
1453
Truvestments Capital
Florida
$20.6K +$19K +750 +1,190%
PFM
1454
Phillips Financial Management
Indiana
$20.6K – – –
FCT
1455
First Community Trust
Iowa
$20.4K – – –
DF
1456
Dunhill Financial
United Kingdom
$19.7K +$19.7K +777 New
CPA
1457
Cardiff Park Advisors
California
$19.2K +$153 +6 +0.8%
WBC
1458
West Branch Capital
Massachusetts
$19.1K +$7.4K +291 +63%
PA
1459
Pineridge Advisors
Missouri
$18.3K +$18.3K +723 New
PA
1460
PSI Advisors
Florida
$18.3K +$76 +3 +0.4%
JGIA
1461
Jackson Grant Investment Advisers
Connecticut
$18.1K +$152 +6 +0.8%
C
1462
Covestor
United Kingdom
$18K +$10.2K +402 +131%
MBFW
1463
Morton Brown Family Wealth
Pennsylvania
$17.1K +$17.1K +675 New
GWMIA
1464
Global Wealth Management Investment Advisory
Florida
$17.1K – – –
SAM
1465
Smartleaf Asset Management
Massachusetts
$17K +$17K +657 New
SMA
1466
Sage Mountain Advisors
Georgia
$16.7K -$19.4K -765 -54%
NECFA
1467
New England Capital Financial Advisors
Connecticut
$15.2K – – –
SC
1468
Steph & Co
Wisconsin
$15.2K – – –
TRCT
1469
Tower Research Capital (TRC)
New York
$15.2K -$1.05M -41,388 -99%
CSB
1470
City State Bank
Iowa
$15K – – –
HCM
1471
Hollencrest Capital Management
California
$15K – – –
WAG
1472
Windsor Advisory Group
Ohio
$14.4K – – –
BCM
1473
Bourgeon Capital Management
Connecticut
$14.1K – – –
CJ
1474
Caitlin John
Michigan
$13.7K +$13.7K +540 New
DCBT
1475
Dakota Community Bank & Trust
North Dakota
$13.5K +$13.5K +552 New
57 58
59
60 61