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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,373 hedge funds and large institutions have $19.3B invested in Schwab US Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 670 increasing their positions, 468 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
21.89%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.79%
New
103
Increased
670
Reduced
468
Closed
77
Calls
$89.6M
Puts
$54.3M
Net Calls
+$35.3M
Net Calls Change
-$13.9M

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$544M
2
Bank of America
Bank of America
North Carolina
$652M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$133M
4
GBWM
Granite Bay Wealth Management
New Hampshire
$74.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$385M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$546M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$509M
3
BFS
Bard Financial Services
Connecticut
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53M
5
PA
Parallel Advisors
California
$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
226
Investment Advisory Services
Texas
$12.7M +$28.9K +1,227 +0.2%
SA
227
Stewardship Advisors
Pennsylvania
$12.6M -$326K -13,836 -3%
SCP
228
Shorepoint Capital Partners
Massachusetts
$12.5M +$34.7K +1,473 +0.3%
CAM
229
Cozad Asset Management
Illinois
$12.5M +$221K +9,384 +2%
TFS
230
Thoroughbred Financial Services
Tennessee
$12.5M +$750K +31,785 +6%
FCAS
231
First Command Advisory Services
Texas
$12.4M +$516K +21,864 +4%
CT
232
Cambridge Trust
Massachusetts
$12.4M -$42.8K -1,815 -0.3%
TAM
233
Titleist Asset Management
Texas
$12.3M +$124K +5,262 +1%
IWM
234
IHT Wealth Management
Illinois
$12.3M +$1.47M +62,220 +14%
MWA
235
MFA Wealth Advisors
Pennsylvania
$12.2M +$610K +25,872 +5%
SGI
236
Summit Global Investments
Utah
$12.2M +$4.77M +202,170 +64%
NEPWA
237
New England Private Wealth Advisors
Massachusetts
$12.1M -$4.81M -203,724 -28%
MCM
238
Mendel Capital Management
Arkansas
$12.1M -$83.2K -3,528 -0.7%
SFS
239
Sowell Financial Services
Arkansas
$11.8M -$1.35M -57,276 -10%
PWP
240
Perfromance Wealth Partners
Illinois
$11.8M -$327K -13,875 -3%
PCM
241
Presidio Capital Management
California
$11.7M +$786K +33,339 +7%
CBFP
242
Cedar Brook Financial Partners
Ohio
$11.7M -$3.58M -151,623 -23%
OC
243
Oppenheimer & Co
New York
$11.7M +$3.74M +158,481 +47%
AWA
244
Acorn Wealth Advisors
Michigan
$11.6M -$289K -12,261 -2%
CWP
245
Concord Wealth Partners
Virginia
$11.6M -$3.23M -136,794 -22%
Capital Fund Management (CFM)
246
Capital Fund Management (CFM)
France
$11.5M +$7.46M +316,200 +183%
DP
247
Denver PWM
Colorado
$11.5M -$742K -31,764 -6%
PAG
248
Powers Advisory Group
Illinois
$11.5M +$129K +5,448 +1%
FC
249
Financial Consulate
Maryland
$11.4M -$52.2K -2,211 -0.5%
PWM
250
Perigon Wealth Management
California
$11.1M -$251K -10,623 -2%
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