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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 %
SFG
576
SNS Financial Group
Minnesota
$2.61M -$42.1K -1,785 -2%
RIA
577
Realta Investment Advisors
Delaware
$2.61M – – –
AAMC
578
Asset Allocation & Management Company
Illinois
$2.6M -$1.06M -45,003 -29%
CWM
579
CCG Wealth Management
California
$2.6M -$14.6M -620,952 -85%
ERIM
580
Eagle Ridge Investment Management
Connecticut
$2.6M -$215K -9,099 -8%
GC
581
Gratus Capital
Georgia
$2.55M +$1.3M +55,095 +104%
GWWM
582
Great Waters Wealth Management
Minnesota
$2.55M -$64.9K -2,796 -2%
CFA
583
Cahill Financial Advisors
Minnesota
$2.55M +$329K +13,962 +15%
LSA
584
Lion Street Advisors
Texas
$2.54M +$2.54M +107,829 New
CPRC
585
Consolidated Portfolio Review Corp
New York
$2.54M +$25.5K +1,080 +1%
NMG
586
New Millennium Group
Utah
$2.51M -$106K -4,485 -4%
AWA
587
Aaron Wealth Advisors
Illinois
$2.46M +$2.46M +104,451 New
FTWA
588
Fifth Third Wealth Advisors
Ohio
$2.46M +$2.46M +104,253 New
WA
589
WBH Advisory
Maryland
$2.46M +$93.5K +3,963 +4%
KF
590
Krilogy Financial
Missouri
$2.46M -$1.78M -75,588 -42%
WWC
591
Waypoint Wealth Counsel
Georgia
$2.4M -$6.72K -285 -0.3%
CIA
592
Capital Investment Advisors
Georgia
$2.39M +$125K +5,319 +6%
PWM
593
Paulson Wealth Management
Illinois
$2.35M -$72.6K -3,078 -3%
AGC
594
Aspen Grove Capital
Colorado
$2.35M +$253K +10,746 +12%
CIA
595
Cape Investment Advisory
Georgia
$2.35M +$220K +9,339 +10%
CA
596
Clearstead Advisors
Ohio
$2.34M +$1.65M +69,996 +238%
CA
597
CoreCap Advisors
Michigan
$2.34M -$273K -11,595 -10%
SPA
598
Sentinel Pension Advisors
Massachusetts
$2.34M +$102K +4,314 +5%
PGAM
599
Princeton Global Asset Management
New Jersey
$2.32M -$56.9K -2,412 -2%
VA
600
Vident Advisory
Georgia
$2.32M +$2.32M +98,316 New
22 23
24
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