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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 %
EF
501
Exeter Financial
Arizona
$3.62M +$433K +18,360 +14%
RC
502
Roundview Capital
New Jersey
$3.59M +$15.1K +639 +0.4%
EWA
503
EverSource Wealth Advisors
Alabama
$3.58M -$346K -14,649 -9%
CIBC World Market
504
CIBC World Market
Ontario, Canada
$3.58M -$761K -32,262 -18%
CPP
505
Capasso Planning Partners
South Carolina
$3.56M -$59.4K -2,517 -2%
GFS
506
GYL Financial Synergies
Connecticut
$3.56M +$26.2K +1,110 +0.7%
KWM
507
Kingsview Wealth Management
Oregon
$3.56M +$1.19M +50,295 +50%
NCM
508
Northwest Capital Management
Oregon
$3.53M +$1.11M +47,268 +46%
HCA
509
Heck Capital Advisors
Wisconsin
$3.53M -$3.74M -158,670 -51%
OFP
510
OLIO Financial Planning
Virginia
$3.52M +$25.5K +1,080 +0.7%
GFP
511
Guardian Financial Partners
California
$3.51M +$3.51M +148,941 New
CL
512
COWA LLC
Oklahoma
$3.51M -$116K -4,926 -3%
PCG
513
Prosperity Consulting Group
Maryland
$3.5M +$5.31K +225 +0.2%
TF
514
Theory Financial
Colorado
$3.5M -$51.2K -2,169 -1%
PNC Financial Services Group
515
PNC Financial Services Group
Pennsylvania
$3.49M +$275K +11,664 +9%
VP
516
Verum Partners
North Carolina
$3.49M +$3.49M +147,927 New
PAG
517
Private Advisory Group
Washington
$3.46M +$1.86M +78,846 +116%
WS
518
Wedbush Securities
California
$3.45M -$161K -6,831 -4%
CCM
519
Crew Capital Management
Ohio
$3.44M +$1.17M +49,515 +51%
GCP
520
GSA Capital Partners
United Kingdom
$3.43M +$1M +42,600 +42%
US Bancorp
521
US Bancorp
Minnesota
$3.42M -$8.77K -372 -0.3%
JWCA
522
J.W. Cole Advisors
Florida
$3.41M -$949K -40,239 -22%
SA
523
SFI Advisors
New Jersey
$3.4M +$3.4M +143,982 New
ANTB
524
AMG National Trust Bank
Colorado
$3.37M +$5.38K +228 +0.2%
SWP
525
Semus Wealth Partners
Florida
$3.37M -$21.9K -930 -0.6%
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