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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 %
Tudor Investment Corp
1551
Tudor Investment Corp
Connecticut
– -$264K -11,211 Closed
WJWM
1552
Williams Jones Wealth Management
New York
– -$263K -11,148 Closed
CFS
1553
Commonwealth Financial Services
West Virginia
– -$262K -11,115 Closed
SB
1554
Simmons Bank
Arkansas
– -$250K -10,584 Closed
NCM
1555
Novare Capital Management
North Carolina
– -$243K -10,308 Closed
PWM
1556
Pacific Wealth Management
California
– -$223K -9,462 Closed
BC
1557
Brio Consultants
California
– -$216K -9,171 Closed
CFA
1558
Capstone Financial Advisors
Illinois
– -$215K -9,123 Closed
PEA
1559
Park Edge Advisors
Ohio
– -$205K -8,676 Closed
WP
1560
WealthSource Partners
California
– -$204K -8,661 Closed
CRWM
1561
Castle Rock Wealth Management
California
– -$200K -8,643 Closed
CA
1562
Callahan Advisors
Texas
– -$203K -8,613 Closed
SWM
1563
Sugarloaf Wealth Management
Georgia
– -$192K -8,130 Closed
Legacy Financial Group (Iowa)
1564
Legacy Financial Group (Iowa)
Iowa
– -$131K -5,562 Closed
SCA
1565
Stonebridge Capital Advisors
Minnesota
– -$88.1K -3,738 Closed
CBT
1566
CoreFirst Bank & Trust
Kansas
– -$73.6K -3,120 Closed
WWP
1567
WR Wealth Planners
Missouri
– -$49.5K -2,100 Closed
WFA
1568
WestHill Financial Advisors
California
– -$43.8K -1,857 Closed
CCP
1569
Carmel Capital Partners
California
– -$38.9K -1,650 Closed
ANBT
1570
American National Bank & Trust
Texas
– -$37.2K -1,578 Closed
RTC
1571
Riverview Trust Company
Washington
– -$28.3K -1,200 Closed
TH
1572
TCTC Holdings
Texas
– -$22.9K -969 Closed
MAWA
1573
Moss Adams Wealth Advisors
Washington
– -$11.9K -504 Closed
SL
1574
Savior LLC
Massachusetts
– -$6.71K -285 Closed
AWM
1575
AllSquare Wealth Management
New York
– -$4.46K -189 Closed
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