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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 %
MTWM
1526
Masso Torrence Wealth Management
New Jersey
– -$4.64M -196,782 Closed
TF
1527
Theory Financial
Colorado
– -$3.5M -148,344 Closed
GCP
1528
GSA Capital Partners
United Kingdom
– -$3.43M -145,200 Closed
SA
1529
SFI Advisors
New Jersey
– -$3.4M -143,982 Closed
DI
1530
DAGCO Inc
Ohio
– -$2.23M -96,465 Closed
KAS
1531
KPP Advisory Services
Kentucky
– -$2.01M -85,122 Closed
FTUS
1532
Flow Traders U.S.
New York
– -$1.61M -68,220 Closed
CA
1533
Calton & Associates
Florida
– -$1.45M -61,449 Closed
NFC
1534
Northeast Financial Consultants
Connecticut
– -$1.04M -44,043 Closed
ACM
1535
Absolute Capital Management
Pennsylvania
– -$982K -41,628 Closed
ACS
1536
Archford Capital Strategies
Illinois
– -$904K -38,328 Closed
PFC
1537
Phocas Financial Corp
California
– -$854K -36,204 Closed
GWP
1538
Gateway Wealth Partners
Wisconsin
– -$730K -30,969 Closed
HNW
1539
High Note Wealth
Minnesota
– -$524K -22,209 Closed
MKA
1540
M. Kulyk & Associates
Georgia
– -$514K -21,771 Closed
BWIA
1541
Bryant Woods Investment Advisors
New York
– -$511K -21,660 Closed
I2I
1542
Insight 2811 Inc
Illinois
– -$492K -20,880 Closed
MC
1543
Montag & Caldwell
Georgia
– -$469K -19,872 Closed
RI
1544
Ridgewood Investments
New Jersey
– -$395K -16,746 Closed
HW
1545
Hancock Whitney
Mississippi
– -$354K -15,000 Closed
BB
1546
Bell Bank
North Dakota
– -$354K -15,000 Closed
FIS
1547
Fischer Investment Strategies
California
– -$306K -12,984 Closed
FD
1548
Financial Designs
California
– -$281K -11,913 Closed
CAM
1549
Covenant Asset Management
New Jersey
– -$276K -11,718 Closed
Two Sigma Advisers
1550
Two Sigma Advisers
New York
– -$269K -11,400 Closed
60 61
62
63 64