SCHD icon

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 %
FCI
301
Financial Counselors Inc
Kansas
$8.48M -$1.63M -69,108 -16%
AWM
302
Avior Wealth Management
Nebraska
$8.43M -$2.62K -111 -0%
HBW
303
Hazlett, Burt & Watson
West Virginia
$8.43M +$243K +10,314 +3%
LHEI
304
Leo H. Evart Inc
California
$8.38M -$893K -37,878 -10%
CST
305
Charles Schwab Trust
Nevada
$8.36M +$1.17M +49,443 +16%
SSWM
306
Sheets Smith Wealth Management
North Carolina
$8.29M +$136K +5,751 +2%
SCM
307
Spreng Capital Management
Ohio
$8.29M -$145K -6,147 -2%
RG
308
Retirement Group
California
$8.22M -$1.02M -43,398 -11%
Citadel Advisors
309
Citadel Advisors
Florida
$8.18M +$6.88M +291,768 +529%
DFA
310
DHJJ Financial Advisors
Illinois
$8.08M -$162K -6,867 -2%
HCP
311
Holt Capital Partners
Texas
$8.08M -$254K -10,755 -3%
FHC
312
First Heartland Consultants
Missouri
$8.01M -$3.23M -136,980 -29%
AWM
313
Aspire Wealth Management
Massachusetts
$7.98M -$358K -15,174 -4%
MAG
314
Mayfair Advisory Group
Alabama
$7.97M +$703K +29,802 +10%
JWBC
315
John W. Brooker & Co
California
$7.92M +$79.6K +3,375 +1%
LNB
316
Ledyard National Bank
$7.82M +$514K +21,804 +7%
GSIAS
317
Garden State Investment Advisory Services
New Jersey
$7.8M -$157K -6,672 -2%
MF
318
Meridian Financial
Massachusetts
$7.78M +$259K +10,983 +3%
BCI
319
Brinker Capital Investments
Pennsylvania
$7.73M -$1.01M -42,669 -12%
OPS
320
Orion Portfolio Solutions
Nebraska
$7.73M -$1.01M -42,669 -12%
FIA
321
Foundations Investment Advisors
Arizona
$7.73M -$1.02M -43,233 -12%
BMCM
322
Bryn Mawr Capital Management
Pennsylvania
$7.72M -$2.52M -106,860 -25%
JIP
323
Jaffetilchin Investment Partners
Florida
$7.67M +$19.2K +813 +0.3%
MWM
324
Meridian Wealth Management
Kentucky
$7.66M +$2.43M +103,128 +47%
XF
325
XML Financial
Maryland
$7.63M +$3.92M +166,227 +106%
11 12
13
14 15