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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
+$534M
2
Bank of America
Bank of America
North Carolina
+$131M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$114M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$74.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$52.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$96.1M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$58.7M
3
BFS
Bard Financial Services
Connecticut
-$53.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$47.8M
5
PA
Parallel Advisors
California
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
326
NBT Bank
New York
$7.62M -$147K -6,213 -2%
CCG
327
Coastwise Capital Group
California
$7.55M +$524K +22,200 +7%
CAMV
328
Concord Asset Management (Virginia)
Virginia
$7.54M -$3.01M -127,674 -29%
EA
329
Eudaimonia Advisors
Tennessee
$7.51M +$91.8K +3,891 +1%
SW
330
SteelPeak Wealth
California
$7.49M +$84.8K +3,597 +1%
GFPC
331
Global Financial Private Client
Florida
$7.46M -$64.6K -2,760 -0.9%
GB
332
Goepper Burkhardt
South Carolina
$7.44M +$588K +24,909 +9%
CFMC
333
Curbstone Financial Management Corp
New Hampshire
$7.44M +$335K +14,220 +5%
VWA
334
Visionary Wealth Advisors
Illinois
$7.42M +$1.48M +62,949 +25%
CWM
335
Congress Wealth Management
Massachusetts
$7.39M +$434K +18,405 +6%
WIA
336
World Investment Advisors
California
$7.38M -$199K -8,418 -3%
RWA
337
Rainsberger Wealth Advisors
Colorado
$7.33M +$343K +14,544 +5%
SHFP
338
Second Half Financial Partners
Florida
$7.32M +$4.68M +198,597 +178%
BIA
339
Bell Investment Advisors
California
$7.3M +$235K +9,963 +3%
HAS
340
HBW Advisory Services
California
$7.17M +$1.03M +43,872 +17%
AWA
341
Arkadios Wealth Advisors
Georgia
$7.16M +$495K +21,003 +7%
SHJ
342
Sharkey, Howes & Javer
Colorado
$7.12M -$5.31M -225,174 -43%
MS
343
Madden Securities
Texas
$7.08M -$134K -5,673 -2%
BWM
344
BCS Wealth Management
Tennessee
$7.02M +$7.02M +297,699 New
PSCM
345
Per Stirling Capital Management
Texas
$6.99M -$598K -25,350 -8%
PIMG
346
Patriot Investment Management Group
Tennessee
$6.92M -$617K -26,169 -8%
UWM
347
USAdvisors Wealth Management
Minnesota
$6.91M +$166K +7,038 +2%
FTS
348
Fifth Third Securities
Ohio
$6.82M -$706K -29,937 -9%
AC
349
Avant Capital
Louisiana
$6.79M +$206K +8,754 +3%
SC
350
Scotia Capital
Ontario, Canada
$6.76M +$436K +18,477 +7%
12 13
14
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