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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 %
ACG
601
Allen Capital Group
Nebraska
$2.31M +$47.4K +2,028 +2%
PBO
602
Peoples Bank (Ohio)
Ohio
$2.3M -$98.4K -4,170 -4%
HL
603
HeadInvest LLC
Maine
$2.3M -$47.4K -2,025 -2%
AIM
604
Anchor Investment Management
South Carolina
$2.28M +$111K +4,719 +5%
CA
605
Crewe Advisors
Utah
$2.26M +$86.5K +3,666 +4%
ZIG
606
Zullo Investment Group
Pennsylvania
$2.26M +$102K +4,314 +5%
CNB
607
Camden National Bank
Maine
$2.25M +$155K +6,588 +7%
BWA
608
Beam Wealth Advisors
Louisiana
$2.24M +$101K +4,296 +5%
BAM
609
Belpointe Asset Management
Nevada
$2.23M +$64.7K +2,742 +3%
DI
610
DAGCO Inc
Ohio
$2.23M -$10M -435,195 -82%
LA
611
Legacy Advisors
Pennsylvania
$2.22M – – –
TPW
612
Transatlantique Private Wealth
New York
$2.22M +$64.9K +2,751 +3%
WEG
613
World Equity Group
Illinois
$2.19M +$1.14M +48,243 +108%
FIC
614
Family Investment Center
Missouri
$2.18M +$7.93K +336 +0.4%
TWM
615
Triton Wealth Management
Arizona
$2.18M -$653K -27,849 -23%
WF
616
Welch & Forbes
Massachusetts
$2.18M – – –
AWM
617
Aprio Wealth Management
Georgia
$2.17M +$1.6M +67,860 +280%
WB
618
West Bancorporation
Iowa
$2.17M -$63K -2,673 -3%
Luther King Capital Management (LKCM)
619
Luther King Capital Management (LKCM)
Texas
$2.17M -$2.12M – –
GCA
620
Gradient Capital Advisors
California
$2.14M +$66.8K +2,832 +3%
EA
621
Emerald Advisors
Washington
$2.13M +$110K +4,650 +5%
BWM
622
Baystate Wealth Management
Massachusetts
$2.12M -$42.1K -1,785 -2%
T
623
TRUADVICE
Florida
$2.12M +$748K +32,301 +55%
TAM
624
Townsend Asset Management
North Carolina
$2.11M -$9.77K -414 -0.5%
CFGSD
625
Compass Financial Group (South Dakota)
South Dakota
$2.11M +$185K +7,845 +10%
23 24
25
26 27