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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 %
RA
401
Rodgers & Associates
Pennsylvania
$5.07M +$15.4K +654 +0.3%
BW
402
Bison Wealth
Georgia
$5.04M -$2.25M -95,223 -31%
MGIA
403
Moneta Group Investment Advisors
Missouri
$5.03M +$426K +18,042 +9%
GWM
404
Geneos Wealth Management
Colorado
$5.02M +$44.2K +1,875 +0.9%
HA
405
HC Advisors
Georgia
$5.02M +$66K +2,799 +1%
AIA
406
Armor Investment Advisors
North Carolina
$5.02M +$325K +13,779 +7%
AAP
407
Arax Advisory Partners
Colorado
$5.01M +$314K +13,293 +7%
SAM
408
Smithbridge Asset Management
Pennsylvania
$4.97M -$2.07M -87,867 -29%
DBRC
409
D.B. Root & Company
Pennsylvania
$4.96M -$62.9K -2,667 -1%
CS
410
Crescent Sterling
Louisiana
$4.93M -$219K -9,306 -4%
P
411
Palladiem
Pennsylvania
$4.89M -$143K -6,060 -3%
CW
412
CreativeOne Wealth
Kansas
$4.88M -$3.4M -144,123 -41%
IA
413
IFG Advisory
Georgia
$4.88M +$180K +7,638 +4%
TFA
414
Teamwork Financial Advisors
Texas
$4.82M +$393K +16,644 +9%
PIAS
415
PCA Investment Advisory Services
Ohio
$4.79M +$93.2K +3,951 +2%
KA
416
Kure Advisory
Minnesota
$4.78M +$4.78M +202,494 New
AUB
417
Atlantic Union Bankshares
Virginia
$4.76M -$224K -9,480 -4%
FCA
418
FLC Capital Advisors
California
$4.75M -$113K -4,809 -2%
CP
419
Capital Planning
Washington
$4.74M +$1.06M +44,919 +29%
RDWM
420
Red Door Wealth Management
Tennessee
$4.71M +$16K +678 +0.3%
Comerica Bank
421
Comerica Bank
Texas
$4.71M +$4.71M +199,605 New
Jane Street
422
Jane Street
New York
$4.68M +$2.58M +109,188 +122%
FHA
423
Flagship Harbor Advisors
Massachusetts
$4.66M +$1.68M +71,364 +57%
WP
424
WealthPLAN Partners
Nebraska
$4.65M +$62.6K +2,652 +1%
HA
425
Hofer & Associates
California
$4.65M +$90.1K +3,822 +2%
15 16
17
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