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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
$1.26B
2
Bank of America
Bank of America
North Carolina
$1.04B
3
SLI
Sumitomo Life Insurance
Japan
$228M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$246M
5
JSTA
Japan Science & Technology Agency
Japan
$73.8M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$15.5M
2
Wealthfront Advisers
Wealthfront Advisers
California
$402M
3
CAM
Cresset Asset Management
Illinois
$41.7M
4
Osaic Holdings
Osaic Holdings
Arizona
$332M
5
PA
Parallel Advisors
California
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Asset Allocation Strategies
Michigan
$25.4M +$2.94M +116,025 +13%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$24.9M -$9.71M -382,506 -28%
OIA
128
OneDigital Investment Advisors
Kansas
$24.8M -$12.3M -486,537 -33%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$24.4M -$611K -24,072 -2%
GRP
130
Global Retirement Partners
California
$24.2M +$6.62M +262,458 +38%
TWM
131
Tradition Wealth Management
Minnesota
$23.9M -$2.36M -92,991 -9%
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$23.6M +$23.6M +928,545 New
PD
133
Planning Directions
Pennsylvania
$23.5M +$2.17M +85,326 +10%
PWMAG
134
Pinnacle Wealth Management Advisory Group
New Jersey
$23.2M -$979K -38,565 -4%
MAM
135
McCarthy Asset Management
California
$23.2M +$93.3K +3,678 +0.4%
AFP
136
Ausdal Financial Partners
Iowa
$23.2M +$131K +5,178 +0.6%
VFG
137
Victory Financial Group
Texas
$23.2M +$23.2M +913,506 New
ACA
138
Aspire Capital Advisors
Washington
$23.1M +$175K +6,891 +0.8%
MAG
139
Members Advisory Group
New York
$23M -$585K -23,034 -2%
CFS
140
CRA Financial Services
New Jersey
$22.9M -$501K -19,761 -2%
CRC
141
Curi RMB Capital
Illinois
$22.7M -$1.25M -49,176 -5%
WFS
142
Walker Financial Services
Kentucky
$22.6M -$1.59M -62,730 -7%
IAN
143
Integrated Advisors Network
Texas
$22.6M -$2.04M -80,247 -8%
SMG
144
Smart Money Group
Texas
$22.6M -$671K -26,433 -3%
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$22.6M +$22.6M +890,658 New
SFA
146
Souders Financial Advisors
Ohio
$22.5M +$767K +30,231 +4%
FI
147
Financial Insights
Washington
$22.3M -$377K -14,850 -2%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$22.1M -$212K -8,361 -1%
OWM
149
Olympus Wealth Management
Utah
$22M -$182K -7,164 -0.8%
VFP
150
Verus Financial Partners
Virginia
$21.9M +$598K +23,298 +3%
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