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 %
IPW
1476
Impact Partnership Wealth
Georgia
$12.3K
HWA
1477
Heritage Wealth Advisors
Virginia
$11.4K -$323K -12,732 -97%
BFO
1478
Biltmore Family Office
North Carolina
$11.4K
HCP
1479
Hexagon Capital Partners
Arkansas
$11.4K +$606 +24 +6%
LB
1480
Legacy Bridge
Iowa
$10.6K
FMP
1481
Financial Management Professionals
Texas
$10K
WTA
1482
Washington Trust Advisors
Massachusetts
$9.52K -$1.9K -75 -17%
OFG
1483
Oxford Financial Group
Indiana
$9.44K +$9.44K +372 New
MSWM
1484
Mowery & Schoenfeld Wealth Management
Illinois
$9.06K +$9.06K +357 New
NMM
1485
Naples Money Management
Florida
$8.79K +$8.79K +345 New
SFA
1486
Semmax Financial Advisors
North Carolina
$7.69K +$7.69K +303 New
KA
1487
Kozak & Associates
Colorado
$7.63K
HFM
1488
Hartford Financial Management
Connecticut
$7.61K
RFG
1489
RFP Financial Group
Georgia
$7.61K +$7.61K +300 New
IFAM
1490
Institutional & Family Asset Management
Colorado
$7.16K
CP
1491
Castleview Partners
Texas
$5.81K
LWA
1492
Lowe Wealth Advisors
Maryland
$5.71K +$5.71K +225 New
WPWM
1493
Western Pacific Wealth Management
Illinois
$5.15K +$76 +3 +1%
VAG
1494
VisionPoint Advisory Group
Texas
$5.1K
FA
1495
Financial Avengers
California
$4.95K
BCA
1496
Bray Capital Advisors
Florida
$4.87K +$685 +27 +16%
HWM
1497
HighMark Wealth Management
Minnesota
$4.62K +$4.62K +183 New
CNBTD
1498
Citizens National Bank Trust Department
Mississippi
$4.57K
FFA
1499
Frazier Financial Advisors
Ohio
$4.49K +$4.49K +177 New
LFA
1500
Level Financial Advisors
New York
$4.34K