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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.

Holders
1,373
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
21.9%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.8%
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
1
Strategic Investment Solutions
Illinois
$544M
2
Bank of America
2
Bank of America
North Carolina
$652M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$133M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$74.4M
5
S
5
Syntrinsic
Colorado
$61.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$546M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$509M
3
BFS
3
Bard Financial Services
Connecticut
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$53M
5
PA
5
Parallel Advisors
California
$87M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$133M 1,880,235 +1,611,718 +600%
HighTower Advisors
27
HighTower Advisors
Illinois
$133M 1,874,088 +476,951 +34%
CAM
28
Cresset Asset Management
Illinois
$125M 1,766,530 +56,259 +3%
KFP
29
Keystone Financial Planning
Ohio
$119M 1,680,787 +3,745 +0.2%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$119M 1,675,085 -11,984 -0.7%
CCWM
31
Cassaday & Co Wealth Management
Virginia
$113M 1,602,631 +26,698 +2%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$105M 1,486,411 -88,837 -6%
HWA
33
HHM Wealth Advisors
Tennessee
$102M 1,443,765 +62,295 +5%
KeyBank National Association
34
KeyBank National Association
Ohio
$98.6M 1,392,908 -112,163 -7%
MML Investors Services
35
MML Investors Services
Massachusetts
$98.3M 1,388,575 +5,248 +0.4%
Truist Financial
36
Truist Financial
North Carolina
$98M 1,384,270 +23,947 +2%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$96.4M 1,362,088 -406,497 -23%
Creative Planning
38
Creative Planning
Kansas
$95.6M 1,351,009 +94,126 +7%
CTC
39
Central Trust Company
Missouri
$91.5M 1,293,661 -110,327 -8%
AAIM
40
Asset Advisors Investment Management
Georgia
$91.5M 1,292,699 -18,859 -1%
FFN
41
Focus Financial Network
Minnesota
$89.5M 1,265,457 +17,385 +1%
PA
42
Parallel Advisors
California
$87M 1,229,188 -412,704 -25%
FT
43
Fiduciary Trust
Massachusetts
$84.7M 1,197,152 +96,274 +9%
KAS
44
Kestra Advisory Services
Texas
$82.3M 1,162,834 +65,261 +6%
GBWM
45
Granite Bay Wealth Management
New Hampshire
$74.4M 1,011,015 +1,011,015 New
Cerity Partners
46
Cerity Partners
New York
$73M 1,032,097 +31,517 +3%
Stifel Financial
47
Stifel Financial
Missouri
$72.4M 1,023,108 -32,360 -3%
DADC
48
D.A. Davidson & Co
Montana
$71.1M 1,005,313 +16,202 +2%
DWM
49
Dechtman Wealth Management
Colorado
$70.6M 997,308 -92,375 -8%
CFB
50
Cullen/Frost Bankers
Texas
$67.3M 950,498 +158,236 +20%
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