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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 %
BI
176
Berkeley Inc
Idaho
$18M +$1.17M +46,074 +7%
HWAM
177
Hennion & Walsh Asset Management
New Jersey
$17.9M -$4.43M -174,537 -20%
FGG
178
Financial Guidance Group
Florida
$17.8M -$610K -24,048 -3%
RIA
179
Regal Investment Advisors
Michigan
$17.6M -$2.08M -81,834 -11%
EWA
180
Exencial Wealth Advisors
Oklahoma
$17.5M +$401K +15,813 +2%
FA
181
FDx Advisors
Illinois
$17.2M -$2.11M -83,166 -11%
PSIWM
182
Paradigm Strategies in Wealth Management
Minnesota
$17.1M +$162K +6,381 +1%
PA
183
PFG Advisors
Arizona
$17M -$527K -20,751 -3%
MIA
184
Milestone Investment Advisors
Wisconsin
$16.7M -$3.31M -130,293 -17%
EWA
185
EP Wealth Advisors
California
$16.6M -$1.32M -51,975 -7%
SVWAG
186
Sound View Wealth Advisors Group
Georgia
$16.5M +$639K +25,188 +4%
MNG
187
Manning & Napier Group
New York
$16.5M -$15.9M – –
MTC
188
Matrix Trust Company
Colorado
$16.5M +$1.31M +51,486 +9%
SF
189
Schaeffer Financial
Maryland
$16.5M +$16.5M +649,032 New
GLLW
190
Graves Light Lenhart Wealth
Virginia
$16.2M +$87.8K +3,459 +0.5%
SMWM
191
Silvia McColl Wealth Management
California
$16.1M +$548K +21,603 +4%
DWM
192
Dakota Wealth Management
Florida
$16.1M +$621K +24,465 +4%
SIM
193
Stratos Investment Management
Ohio
$15.8M +$146K +5,745 +0.9%
SA
194
Stewardship Advisors
Pennsylvania
$15.6M +$2.04M +80,307 +15%
TCM
195
Towneley Capital Management
California
$15.5M +$15.5M +611,025 New
WMWM
196
Whitaker-Myers Wealth Managers
Ohio
$15.5M +$1.69M +66,663 +12%
RW
197
RVW Wealth
California
$15.5M -$631K -24,852 -4%
SIS
198
Strategic Investment Solutions
Illinois
$15.5M -$547M -21,538,212 -97%
CAM
199
Creekmur Asset Management
Illinois
$15.4M +$15.4M +607,416 New
LNC
200
Lincoln National Corp
Pennsylvania
$15.4M -$1.9M -74,811 -11%
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