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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 %
CWA
526
Clearview Wealth Advisors
Oregon
$3.29M +$321K +13,623 +11%
MCA
527
MSH Capital Advisors
Arizona
$3.25M +$303K +12,849 +10%
SCM
528
SevenOneSeven Capital Management
Pennsylvania
$3.21M -$76.9K -3,330 -2%
PFWA
529
Paces Ferry Wealth Advisors
Georgia
$3.19M -$85.5K -3,627 -3%
PTP
530
Platform Technology Partners
New York
$3.15M +$66.7K +2,826 +2%
SEP
531
Southland Equity Partners
Missouri
$3.11M +$432K +18,306 +16%
CA
532
Continuum Advisory
Idaho
$3.1M +$574K +24,348 +23%
WLIM
533
White Lighthouse Investment Management
Massachusetts
$3.08M +$70.5K +2,988 +2%
CWM
534
Chesapeake Wealth Management
Virginia
$3.07M -$281K -11,910 -8%
FPAS
535
Focus Partners Advisor Solutions
Missouri
$3.07M +$266K +11,268 +9%
AWM
536
Apollon Wealth Management
South Carolina
$3.06M -$164K -6,966 -5%
LSIA
537
LaSalle St. Investment Advisors
Illinois
$3.04M -$1.03M -43,650 -25%
EP
538
Eudaimonia Partners
Tennessee
$3.03M +$642K +27,198 +27%
CG
539
Cynosure Group
Utah
$2.98M – – –
TNBTD
540
Trustmark National Bank Trust Department
Mississippi
$2.98M +$2.3M +97,521 +338%
GLA
541
Great Lakes Advisors
Illinois
$2.97M -$868K -36,810 -23%
FFWM
542
Future Financial Wealth Management
Ohio
$2.97M +$23.1K +978 +0.8%
SAF
543
Smith Anglin Financial
Texas
$2.96M -$47.6K -2,016 -2%
SWM
544
SeaCrest Wealth Management
New York
$2.91M +$112K +4,761 +4%
SC
545
Savant Capital
Illinois
$2.87M +$577K +24,459 +25%
BAAM
546
Baker Avenue Asset Management
California
$2.83M +$239K +10,116 +9%
CFO
547
Collective Family Office
Pennsylvania
$2.81M -$370K -15,675 -12%
CIA
548
Choate Investment Advisors
Massachusetts
$2.79M +$807K +34,200 +41%
TYCC
549
Texas Yale Capital Corp
Florida
$2.78M -$473K -20,064 -15%
WFAG
550
Worth Financial Advisory Group
North Carolina
$2.78M +$170K +7,212 +7%
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