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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 %
KIA
351
KCM Investment Advisors
California
$6.74M -$32.8K -1,389 -0.5%
PIA
352
Panoramic Investment Advisors
Colorado
$6.74M +$6.74M +285,660 New
JWS
353
Juncture Wealth Strategies
Arizona
$6.7M -$45.6K -1,932 -0.7%
APC
354
Asset Planning Corporation
Tennessee
$6.7M +$271K +11,508 +4%
HGERS
355
Householder Group Estate & Retirement Specialist
Arizona
$6.61M +$6.61M +280,113 New
CFGS
356
Concourse Financial Group Securities
Alabama
$6.59M +$482K +20,433 +8%
WA
357
Waverly Advisors
Alabama
$6.53M -$30.1K -1,275 -0.5%
PCA
358
Pallas Capital Advisors
Massachusetts
$6.47M +$2.65M +117,585 +70%
SWM
359
Spire Wealth Management
Virginia
$6.42M +$238K +10,107 +4%
WIP
360
WealthCare Investment Partners
Rhode Island
$6.42M -$134K -5,712 -2%
OHWP
361
Oak Harbor Wealth Partners
North Carolina
$6.4M +$161K +6,825 +3%
RF
362
Robbins Farley
New Hampshire
$6.36M -$236K -10,026 -4%
CAG
363
Curtis Advisory Group
California
$6.32M +$409K +17,334 +7%
CSPIA
364
Cary Street Partners Investment Advisory
Virginia
$6.32M -$159K -6,741 -2%
LGA
365
Lebenthal Global Advisors
New York
$6.28M -$8.64M -366,447 -58%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$6.27M +$71.1K +3,015 +1%
SS
367
Sunbelt Securities
Texas
$6.19M +$189K +8,013 +3%
BMCM
368
Burns Matteson Capital Management
New York
$6.09M +$169K +7,176 +3%
BWM
369
Benchmark Wealth Management
Connecticut
$6.08M -$123K -5,211 -2%
MA
370
MBA Advisors
Pennsylvania
$6.07M +$377K +15,975 +7%
VFIC
371
Valley Forge Investment Consultants
Pennsylvania
$5.93M +$247K +10,491 +4%
SOS
372
Silver Oak Securities
Tennessee
$5.9M +$582K +24,666 +11%
OP
373
ORG Partners
Indiana
$5.9M -$607K -25,752 -9%
SJIM
374
St. Johns Investment Management
Florida
$5.81M -$59.6K -2,526 -1%
PVAMC
375
PPS&V Asset Management Consultants
Michigan
$5.8M +$290K +12,312 +5%
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15
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