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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 %
AF
376
Allworth Financial
California
$5.8M +$9.13K +387 +0.2%
JWWM
377
Johnson & White Wealth Management
Pennsylvania
$5.79M +$5.79M +245,574 New
JSL
378
JT Stratford LLC
Georgia
$5.79M +$256K +10,836 +5%
OPA
379
Old Port Advisors
Maine
$5.73M +$5.73M +242,751 New
AssetMark Inc
380
AssetMark Inc
California
$5.72M -$412K -17,487 -7%
AOG
381
Alpha Omega Group
Virginia
$5.71M +$533K +22,587 +10%
William Blair & Company
382
William Blair & Company
Illinois
$5.7M +$724K +30,705 +15%
GB
383
Gunma Bank
Japan
$5.59M +$354K +15,000 +7%
LWM
384
Ledge Wealth Management
Minnesota
$5.58M +$208K +8,814 +4%
HSA
385
HBK Sorce Advisory
Pennsylvania
$5.57M +$125K +5,280 +2%
BFEC
386
Benjamin F. Edwards & Company
Missouri
$5.54M +$140K +5,937 +3%
AFO
387
Arrowroot Family Office
California
$5.54M +$312K +13,239 +6%
TBC
388
Ted Buchan & Co
California
$5.45M +$301K +12,753 +6%
CA
389
CapWealth Advisors
Tennessee
$5.44M +$10.3K +438 +0.2%
SWM
390
Sendero Wealth Management
Texas
$5.41M +$16.1K +684 +0.3%
OCG
391
Opus Capital Group
Ohio
$5.35M +$86.3K +3,660 +2%
SMC
392
Smith, Moore & Co
Missouri
$5.26M +$590K +25,032 +13%
LPT
393
Legacy Private Trust
Wisconsin
$5.25M -$26K -1,104 -0.5%
CIC
394
Carnegie Investment Counsel
Ohio
$5.23M +$367K +15,570 +8%
ECG
395
Edge Capital Group
Georgia
$5.23M +$2.12M +89,700 +68%
PF
396
Prosperitas Financial
California
$5.23M +$5.23M +221,607 New
AOWM
397
Alpha Omega Wealth Management
Virginia
$5.22M -$204K -8,640 -4%
Northern Trust
398
Northern Trust
Illinois
$5.2M +$802K +33,993 +18%
GSIS
399
Global Strategic Investment Solutions
Arizona
$5.16M – – –
ACM
400
Alpha Capital Management
Texas
$5.08M -$6.79M -287,844 -57%
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