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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.

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
1
Morgan Stanley
New York
$1.26B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
SLI
3
Sumitomo Life Insurance
Japan
$228M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$246M
5
JSTA
5
Japan Science & Technology Agency
Japan
$73.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$402M
3
CAM
3
Cresset Asset Management
Illinois
$41.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$332M
5
PA
5
Parallel Advisors
California
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.26B 16,550,784 +8,408,045 +103%
Bank of America
2
Bank of America
North Carolina
$1.04B 13,634,125 +4,418,090 +48%
LPL Financial
3
LPL Financial
California
$873M 11,470,458 +197,923 +2%
CSIA
4
Charles Schwab Investment Advisory
California
$737M 9,680,868 +45,013 +0.5%
Ameriprise
5
Ameriprise
Minnesota
$604M 7,885,011 +148,374 +2%
AAS
6
Avantax Advisory Services
Texas
$569M 7,475,699 +16,715 +0.2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$503M 6,605,771 -584,627 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$437M 5,741,939 -36,687 -0.6%
Wealthfront Advisers
9
Wealthfront Advisers
California
$402M 5,282,860 -2,498,343 -32%
WANY
10
Wealthspire Advisors (New York)
New York
$396M 5,195,285 -226,598 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$389M 5,107,641 -80,915 -2%
UBS Group
12
UBS Group
Switzerland
$357M 4,689,309 -207,713 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$340M 4,464,208 +183,325 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$332M 4,356,119 -1,082,050 -20%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$316M 4,151,951 -270,856 -6%
OWM
16
Orgel Wealth Management
Wisconsin
$313M 4,114,781 +16,858 +0.4%
Wells Fargo
17
Wells Fargo
California
$278M 3,652,298 +235,941 +7%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$277M 3,635,069 -713,939 -16%
APP
19
Avantax Planning Partners
Iowa
$271M 3,565,729 -73,251 -2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$246M 3,228,938 +1,348,703 +72%
MFG
21
Merit Financial Group
Georgia
$235M 3,083,535 -50,734 -2%
SLI
22
Sumitomo Life Insurance
Japan
$228M 3,000,000 +3,000,000 New
Corient Private Wealth
23
Corient Private Wealth
Florida
$168M 2,201,423 +54,786 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$166M 2,175,231 +102,398 +5%
Mariner
25
Mariner
Kansas
$159M 2,083,601 -96,170 -4%
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