SCHD icon

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 %
NMG
1501
New Millennium Group
Utah
$4.26K -$2.69M -106,287 -100%
CCMI
1502
Creative Capital Management Investments
California
$3.88K – – –
CCM
1503
Chilton Capital Management
Texas
$3.81K – – –
IWP
1504
IAG Wealth Partners
Wisconsin
$3.65K – – –
RIM
1505
Rockbridge Investment Management
New York
$3.12K +$3.12K +123 New
BBHC
1506
Brown Brothers Harriman & Co
New York
$3.05K +$3.05K +120 New
FAM
1507
Family Asset Management
South Carolina
$2.35K +$2.35K +93 New
PWMG
1508
Private Wealth Management Group
New Jersey
$2.11K +$2.11K +84 New
BLC
1509
Brown, Lisle/Cummings
Rhode Island
$1.52K – – –
MFA
1510
McClarren Financial Advisors
Pennsylvania
$1K +$1K +24 New
EA
1511
Evolution Advisers
Virginia
$1K +$1K +45 New
OLVIG
1512
Oliver Lagore Vanvalin Investment Group
Michigan
$761 – – –
AAMA
1513
Advanced Asset Management Advisors
Ohio
$761 +$761 +30 New
FG
1514
Fairman Group
Pennsylvania
$519 +$519 +21 New
NC
1515
NewSquare Capital
Pennsylvania
$381 -$457 -18 -55%
DIP
1516
DT Investment Partners
Pennsylvania
$365 -$244K -10,011 -100%
VCM
1517
Versant Capital Management
Arizona
$153 – – –
AWM
1518
Able Wealth Management
New Jersey
$76 +$76 +3 New
JJBC
1519
James J. Burns & Company
New York
– -$28.7M -1,218,621 Closed
Two Sigma Investments
1520
Two Sigma Investments
New York
– -$16M -680,100 Closed
PWP
1521
Perfromance Wealth Partners
Illinois
– -$11.8M -499,038 Closed
JIC
1522
JRM Investment Counsel
Nebraska
– -$10.3M -438,003 Closed
GB
1523
Gunma Bank
Japan
– -$5.59M -237,000 Closed
RA
1524
Rodgers & Associates
Pennsylvania
– -$5.07M -215,016 Closed
Jane Street
1525
Jane Street
New York
– -$4.68M -198,603 Closed
59 60
61
62 63