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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 %
AF
151
Apexium Financial
Texas
$21.9M +$4.64M +182,916 +27%
HF
152
Halpern Financial
Virginia
$21.4M +$847K +33,333 +4%
BGDI
153
BW Gestao de Investimentos
Brazil
$21.3M -$2.58M -101,805 -11%
AFA
154
AllGen Financial Advisors
Florida
$21.3M +$985K +38,817 +5%
IPW
155
Intergy Private Wealth
Colorado
$21.1M +$939K +37,005 +5%
SA
156
SRH Advisors
Kansas
$21.1M +$6.39M +251,940 +44%
WMR
157
Wealth Management Resources
Rhode Island
$21.1M -$13.6K -537 -0.1%
RWM
158
Rezny Wealth Management
Florida
$21M -$47.5M -1,873,650 -69%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$20.9M +$225K +8,865 +1%
FWM
160
ForthRight Wealth Management
Georgia
$20.7M +$586K +23,103 +3%
TPCW
161
TD Private Client Wealth
New York
$20.6M -$2.82M -110,913 -12%
FCI
162
Financial Counselors Inc
Kansas
$20.6M +$11.5M +452,490 +126%
CWC
163
Carolinas Wealth Consulting
North Carolina
$20.5M -$246K -9,705 -1%
ECML
164
Eagle Capital Management (Louisiana)
Louisiana
$20.4M -$135K -5,331 -0.7%
SFP
165
Sweet Financial Partners
Minnesota
$20.4M -$1.86M -73,416 -8%
PAS
166
Park Avenue Securities
New York
$19.7M -$46.3K -1,824 -0.2%
FC
167
Financial Consulate
Maryland
$19.4M +$7.17M +282,636 +59%
PA
168
Parallel Advisors
California
$19.4M -$74.1M -2,921,853 -79%
CFP
169
Curran Financial Partners
South Carolina
$19.1M +$828K +32,526 +5%
CA
170
Capital Advantage
California
$18.9M -$1.09M -43,122 -5%
WIC
171
Whitegate Investment Counselors
New Hampshire
$18.8M +$89.1K +3,513 +0.5%
CG
172
Clifford Group
Massachusetts
$18.8M +$1.28M +50,532 +7%
MCM
173
MAI Capital Management
Ohio
$18.8M +$4.82M +189,879 +35%
TW
174
TrinityPoint Wealth
Connecticut
$18.6M +$858K +33,801 +5%
NDSI
175
Newman Dignan & Sheerar Inc
Rhode Island
$18.1M +$883K +34,779 +5%
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