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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 %
CRI
626
Commonwealth Retirement Investments
Virginia
$2.1M -$489K -20,721 -19%
PL
627
Plancorp LLC
Missouri
$2.1M +$1.14M +48,135 +118%
TWA
628
Talisman Wealth Advisors
New Jersey
$2.08M +$441K +18,699 +27%
AL
629
ACAS LLC
California
$2.08M -$16.8K -714 -0.8%
WT
630
Whittier Trust
California
$2.08M -$109K -4,632 -5%
Mirae Asset Global Investments
631
Mirae Asset Global Investments
South Korea
$2.08M +$1.27M +53,865 +157%
AMG
632
Advisors Management Group
Wisconsin
$2.06M +$43.2K +1,833 +2%
BAM
633
Berkshire Asset Management
Pennsylvania
$2.06M -$65.4K -2,772 -3%
CPIG
634
Chicago Partners Investment Group
Illinois
$2.05M +$19.8K +864 +1%
GIA
635
Guyasuta Investment Advisors
Pennsylvania
$2.03M +$35.4K +1,500 +2%
Bessemer Group
636
Bessemer Group
New Jersey
$2.02M +$45.5K +1,929 +2%
RJT
637
Raymond James Trust
Florida
$2.01M +$677K +28,695 +51%
KAS
638
KPP Advisory Services
Kentucky
$2.01M +$2.01M +85,122 New
PO
639
Private Ocean
California
$2M +$456K +19,353 +30%
RA
640
Ruggaard & Associates
Ohio
$2M -$7.04M -298,410 -78%
RFA
641
Register Financial Advisors
Georgia
$1.99M -$31.4K -1,332 -2%
SS
642
Simplicity Solutions
Minnesota
$1.96M -$255K -10,794 -11%
CB
643
Commerce Bank
Missouri
$1.96M +$286K +12,108 +17%
FNBOMD
644
First National Bank of Mount Dora
Florida
$1.94M – – –
BJL
645
Brighton Jones LLC
Washington
$1.94M +$339K +14,391 +21%
SAM
646
Secure Asset Management
Michigan
$1.94M -$435K -18,447 -18%
CAL
647
Capital Analysts LLC
Pennsylvania
$1.93M -$4.83M -204,708 -71%
RWP
648
Revolve Wealth Partners
New Jersey
$1.91M -$41.3K -1,752 -2%
SFPG
649
Stonebridge Financial Planning Group
Florida
$1.9M -$165K -7,014 -8%
GA
650
Greytown Advisors
Florida
$1.89M +$1.89M +80,100 New
24 25
26
27 28