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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 %
AWS
276
Aspen Wealth Strategies
Colorado
$9.61M +$1.43M +60,594 +17%
SFWA
277
Summit Financial Wealth Advisors
Louisiana
$9.46M +$1.86M +79,872 +24%
CFG
278
Cooper Financial Group
California
$9.43M +$728K +30,855 +8%
B
279
Bensler
Washington
$9.43M +$39K +1,653 +0.4%
GA
280
GSG Advisors
New Jersey
$9.37M +$9.37M +397,413 New
JF
281
Joule Financial
Kentucky
$9.34M +$293K +12,420 +3%
BCM
282
Brookstone Capital Management
Illinois
$9.31M -$3.75M -160,899 -29%
WAG
283
Winthrop Advisory Group
Massachusetts
$9.26M -$89.4K -3,789 -1%
HAIM
284
Hunter Associates Investment Management
Pennsylvania
$9.23M +$1.11M +47,091 +14%
SWA
285
Stratos Wealth Advisors
Ohio
$9.19M +$4.6M +195,222 +101%
VCP
286
Verus Capital Partners
Arizona
$9.12M -$74.4K -3,153 -0.8%
CWM
287
Curi Wealth Management
North Carolina
$8.99M +$395K +16,755 +5%
SFG
288
SevenBridge Financial Group
Pennsylvania
$8.95M +$189K +7,992 +2%
LFAS
289
Level Four Advisory Services
Texas
$8.9M +$1.07M +45,504 +14%
TA
290
TrueWealth Advisors
Alabama
$8.86M +$283K +11,994 +3%
BBW
291
Blue Barn Wealth
Utah
$8.77M +$390K +16,545 +5%
SB
292
Strategic Blueprint
Georgia
$8.71M +$582K +24,684 +7%
KJWM
293
Kiley Juergens Wealth Management
Washington
$8.7M +$214K +9,072 +3%
MMA
294
Miracle Mile Advisors
California
$8.66M -$2.59M -109,860 -23%
SFC
295
SYM Financial Corp
Indiana
$8.65M +$8.53M +361,449 +6,668%
EWMCB
296
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.61M +$7.71M +326,826 +851%
Citigroup
297
Citigroup
New York
$8.59M +$24.9K +1,056 +0.3%
SWP
298
Stratos Wealth Partners
Ohio
$8.58M +$2.14M +90,876 +33%
SI
299
Stephens Inc
Arkansas
$8.56M +$3.83M +162,420 +81%
ICM
300
Islay Capital Management
Texas
$8.48M +$1.93M +81,630 +29%
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