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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 %
Kovitz Investment Group Partners
551
Kovitz Investment Group Partners
Illinois
$2.77M -$1.14M -48,366 -29%
TPA
552
Trivium Point Advisory
Connecticut
$2.76M +$498K +21,504 +22%
TC
553
Trust Company
Kansas
$2.75M +$83.6K +3,543 +3%
PWA
554
Physician Wealth Advisors
Utah
$2.75M +$19K +810 +0.7%
NF
555
Nikulski Financial
Iowa
$2.75M -$3.89K -165 -0.1%
GSEP
556
Golden State Equity Partners
California
$2.74M +$108K +4,596 +4%
RCWM
557
Royal Capital Wealth Management
Indiana
$2.73M +$104K +4,404 +4%
AA
558
Ancora Advisors
Ohio
$2.72M +$86K +3,645 +3%
APIM
559
Agate Pass Investment Management
Washington
$2.71M -$470K -19,941 -15%
SWP
560
Strategic Wealth Partners
Ohio
$2.7M +$28.7K +1,215 +1%
BSB
561
Bangor Savings Bank
Maine
$2.69M -$50.7K -2,151 -2%
WCM
562
Washburn Capital Management
Florida
$2.69M -$270K -11,427 -9%
FWA
563
FSC Wealth Advisors
New York
$2.69M +$2.54M +107,490 +1,694%
HA
564
Hamel Associates
New Jersey
$2.68M -$119K -5,031 -4%
CIC
565
Cutler Investment Counsel
Oregon
$2.66M +$93.5K +3,966 +4%
EIG
566
Ellenbecker Investment Group
Wisconsin
$2.66M -$153K -6,468 -5%
JIC
567
Johnson Investment Counsel
Ohio
$2.65M -$22.9K -969 -0.9%
PFA
568
Pathway Financial Advisers
Indiana
$2.63M +$2.63M +111,678 New
GLA
569
Good Life Advisors
Pennsylvania
$2.63M +$283K +12,012 +12%
CWS
570
Cypress Wealth Services
California
$2.63M -$19K -807 -0.7%
AP
571
Advisors Preferred
Maryland
$2.63M +$2.63M +112,230 New
SSI
572
Scott & Selber Inc
Texas
$2.62M -$2.19K -93 -0.1%
AC
573
Abbrea Capital
California
$2.62M -$52.1K -2,208 -2%
CCM
574
Coldstream Capital Management
Washington
$2.61M -$1.46M -62,097 -36%
WI
575
Wintrust Investments
Illinois
$2.61M +$150K +6,348 +6%
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