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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 %
SQA
476
Simon Quick Advisors
New Jersey
$3.84M +$34K +1,440 +0.9%
GFG
477
Goldstone Financial Group
Illinois
$3.83M +$376K +15,945 +11%
ST
478
Smithfield Trust
Pennsylvania
$3.82M -$136K -5,766 -3%
CW
479
Channel Wealth
California
$3.81M +$712K +30,168 +23%
CA
480
Cresta Advisors
Texas
$3.81M -$911K -38,604 -19%
IRC
481
Investors Research Corp
Georgia
$3.8M -$203K -8,610 -5%
CPC
482
Consolidated Planning Corp
Georgia
$3.8M -$4.68M -198,624 -55%
DOA
483
D'Orazio & Associates
Virginia
$3.78M -$1.59M -67,200 -30%
UBG
484
United Bank (Georgia)
Georgia
$3.76M +$217K +9,210 +6%
RC
485
Rovin Capital
Arizona
$3.76M +$171K +7,233 +5%
Susquehanna International Group
486
Susquehanna International Group
Pennsylvania
$3.76M -$4.73M -200,637 -56%
JPLA
487
Joseph P. Lucia & Associates
New York
$3.72M +$310K +13,125 +9%
EFG
488
Everhart Financial Group
Ohio
$3.71M +$2.4K +102 +0.1%
PPP
489
Private Portfolio Partners
New Jersey
$3.69M +$41K +1,737 +1%
PCIA
490
Prime Capital Investment Advisors
Kansas
$3.69M -$62.3K -2,640 -2%
NIC
491
Northwest Investment Counselors
Oregon
$3.69M -$48.4K -2,052 -1%
NCM
492
NCM Capital Management
New Jersey
$3.68M -$174K -7,362 -5%
BP
493
Broadleaf Partners
Ohio
$3.67M +$538K +22,794 +17%
NG
494
Northstar Group
New York
$3.67M +$21.1K +894 +0.6%
Envestnet Portfolio Solutions
495
Envestnet Portfolio Solutions
Illinois
$3.66M +$3.66M +155,064 New
BPFA
496
Barnes Pettey Financial Advisors
Mississippi
$3.66M +$116K +4,929 +3%
AA
497
Apriem Advisors
California
$3.64M -$4.1K -174 -0.1%
CF
498
Centaurus Financial
California
$3.64M -$159K -6,750 -4%
ACM
499
Advisors Capital Management
New Jersey
$3.62M +$300K +12,717 +9%
OAM
500
Oppenheimer Asset Management
New York
$3.62M +$358K +15,183 +11%
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