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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 %
DAS
451
Dynamic Advisor Solutions
Arizona
$4.21M +$194K +8,238 +5%
OBWG
452
Onyx Bridge Wealth Group
New York
$4.19M +$1.53M +65,037 +58%
FA
453
Fermata Advisors
California
$4.17M +$3.93M +166,722 +1,655%
AA
454
Auxano Advisors
Washington
$4.17M +$80.3K +3,405 +2%
AWE
455
Avidian Wealth Enterprises
Texas
$4.17M +$145K +6,129 +4%
WIM
456
Warwick Investment Management
Texas
$4.15M +$380K +16,128 +10%
MCC
457
Money Concepts Capital
Florida
$4.11M +$317K +13,458 +8%
PCWA
458
Pacific Capital Wealth Advisors
California
$4.09M -$4.39K -186 -0.1%
TCM
459
Towercrest Capital Management
Pennsylvania
$4.09M +$21.5K +912 +0.5%
OPPS
460
Obsidian Personal Planning Solutions
Maryland
$4.08M +$609K +25,836 +18%
OCFG
461
O'Connor Financial Group
Illinois
$4.07M +$516K +21,861 +15%
RF
462
Rollins Financial
Georgia
$4.03M -$279K -11,844 -6%
CS
463
Comerica Securities
Michigan
$4.01M +$211K +8,940 +6%
FPIS
464
Financial Planning & Information Services
Wisconsin
$4M +$1.74M +73,872 +77%
ML
465
McAdam LLC
Pennsylvania
$3.98M -$73K -3,096 -2%
SFA
466
Sequoia Financial Advisors
Ohio
$3.96M -$329K -13,950 -8%
ACI
467
Alpha Cubed Investments
California
$3.95M +$176K +7,452 +5%
PFS
468
Prospera Financial Services
Texas
$3.95M -$134K -5,676 -3%
OCM
469
Orion Capital Management
California
$3.93M +$386K +16,359 +11%
H
470
HoyleCohen
California
$3.92M +$462K +19,593 +13%
AFS
471
Access Financial Services
Minnesota
$3.91M -$77K -3,264 -2%
M&T Bank
472
M&T Bank
New York
$3.89M -$4.6K -195 -0.1%
SEI Investments
473
SEI Investments
Pennsylvania
$3.89M -$193K -8,175 -5%
SFMG
474
Sage Financial Management Group
Virginia
$3.89M +$3.89M +164,730 New
SFC
475
Strategic Financial Concepts
Texas
$3.87M +$197K +8,355 +5%
17 18
19
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