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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 %
GVAG
201
Great Valley Advisor Group
Delaware
$15.2M -$74.4K -2,931 -0.5%
PRI
202
Prepared Retirement Institute
Pennsylvania
$15.1M +$15.1M +594,348 New
CKAIS
203
Christensen King & Associates Investment Services
Washington
$15M +$15M +592,611 New
MA
204
Mutual Advisors
Nebraska
$15M -$7.66M -301,704 -34%
NFG
205
Northeast Financial Group
Pennsylvania
$15M -$1.32M -52,212 -8%
SCA
206
Snowden Capital Advisors
New York
$14.9M -$149K -5,889 -1%
AF
207
Allworth Financial
California
$14.9M +$8.65M +340,824 +139%
ASN
208
Advisory Services Network
Georgia
$14.9M -$1.44M -56,868 -9%
SI
209
Stephens Inc
Arkansas
$14.8M +$5.61M +220,938 +61%
LFP
210
Lakeshore Financial Planning
Michigan
$14.7M -$1.71M -67,245 -10%
NFG
211
Nations Financial Group
Iowa
$14.7M -$2.53M -99,750 -15%
KC
212
Kades & Cheifetz
Pennsylvania
$14.6M +$8.68K +342 +0.1%
D
213
Diversified
Delaware
$14.5M -$580K -22,845 -4%
LIM
214
Leavell Investment Management
Alabama
$14.4M -$676K -26,655 -4%
SA
215
Skyline Advisors
Washington
$14.2M +$14.2M +558,456 New
CAC
216
Certified Advisory Corp
Florida
$14.2M -$5.31M -209,157 -27%
FCM
217
Family Capital Management
Michigan
$14.1M -$3M -118,041 -18%
CAG
218
Csenge Advisory Group
Florida
$14M +$173K +6,816 +1%
SA
219
Strategic Advocates
Utah
$14M -$141K -5,562 -1%
WFPG
220
Waller Financial Planning Group
Ohio
$14M -$239K -9,426 -2%
IIC
221
Integrated Investment Consultants
Michigan
$14M -$5.25M -206,973 -27%
AF
222
Advisornet Financial
Minnesota
$13.9M +$3.21M +126,468 +30%
CAP
223
Columbia Advisory Partners
Washington
$13.8M -$1.26M -49,461 -8%
FCAS
224
First Command Advisory Services
Texas
$13.8M +$430K +16,965 +3%
RCA
225
Reitz Capital Advisors
Michigan
$13.6M -$304K -11,988 -2%
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