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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 %
MTWM
426
Masso Torrence Wealth Management
New Jersey
$4.64M -$1.95M -82,770 -30%
MWM
427
Moran Wealth Management
Florida
$4.6M +$89K +3,774 +2%
BFM
428
Boston Financial Management
Massachusetts
$4.59M +$45.3K +1,920 +1%
Brown Advisory
429
Brown Advisory
Maryland
$4.58M +$1.79M +76,056 +64%
BSW
430
Buckingham Strategic Wealth
Missouri
$4.57M -$372K -15,768 -8%
DC
431
Davenport & Co
Virginia
$4.55M +$809K +34,308 +22%
Fidelity Investments
432
Fidelity Investments
Massachusetts
$4.55M +$842K +35,718 +23%
SKK
433
Shepherd Kaplan Krochuk
Massachusetts
$4.53M -$210K -8,913 -4%
FA
434
Fagan Associates
New York
$4.49M -$27.5K -1,164 -0.6%
LA
435
LexAurum Advisors
Kansas
$4.49M +$266K +11,298 +6%
IF
436
Intrua Financial
Texas
$4.49M +$45.7K +1,938 +1%
EWA
437
Evolution Wealth Advisors
Florida
$4.46M +$155K +6,588 +4%
CIAS
438
Capital Investment Advisory Services
North Carolina
$4.46M -$65.5K -2,778 -1%
DCM
439
Donaldson Capital Management
Indiana
$4.45M +$4.45M +188,844 New
PAG
440
Paladin Advisory Group
Iowa
$4.45M -$99.7K -4,227 -2%
USCWA
441
U.S. Capital Wealth Advisors
Texas
$4.45M +$1.02M +43,386 +30%
KA
442
Kovack Advisors
Florida
$4.39M -$5.33M -225,909 -55%
CL
443
Choreo LLC
Illinois
$4.38M +$726K +30,777 +20%
HNWAG
444
High Net Worth Advisory Group
Florida
$4.37M +$60.4K +2,559 +1%
WWM
445
Western Wealth Management
Colorado
$4.27M +$677K +28,713 +19%
KPWS
446
Kestra Private Wealth Services
Texas
$4.27M +$3.21M +136,272 +304%
MFA
447
Mayflower Financial Advisors
Massachusetts
$4.25M -$2.22M -94,059 -34%
BRWA
448
B. Riley Wealth Advisors
Florida
$4.24M +$339K +14,364 +9%
CA
449
Cambridge Advisors
Nebraska
$4.23M -$185K -7,842 -4%
GGI
450
GPM Growth Investors
Michigan
$4.22M -$7.36K -312 -0.2%
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