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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 %
MAS
651
Madden Advisory Services
Florida
$1.88M +$636K +26,955 +51%
TW
652
Transform Wealth
Colorado
$1.88M -$480K -20,367 -20%
OWM
653
Opes Wealth Management
California
$1.85M -$242K -10,260 -12%
MCM
654
Maple Capital Management
Vermont
$1.85M +$68.3K +2,895 +4%
LF
655
LifeSteps Financial
California
$1.84M +$177K +7,512 +11%
ISWM
656
Independent Solutions Wealth Management
New York
$1.84M +$384K +16,275 +26%
HNB
657
Huntington National Bank
Ohio
$1.83M -$1.77M – –
JCM
658
Janney Capital Management
Pennsylvania
$1.83M +$196K +8,328 +12%
LCM
659
LVM Capital Management
Michigan
$1.82M +$173K +7,320 +10%
CG
660
Cutler Group
California
$1.82M +$1.82M +77,295 New
Bank of Montreal
661
Bank of Montreal
Ontario, Canada
$1.81M +$252K +10,212 +16%
KTM
662
Keeler Thomas Management
Utah
$1.79M +$32.2K +1,362 +2%
TFGT
663
TS Financial Group (TSFG)
Illinois
$1.78M +$54.9K +2,328 +3%
SMFG
664
Sumitomo Mitsui Financial Group
Japan
$1.78M +$141K +5,991 +9%
BSSFA
665
Baron Silver Stevens Financial Advisors
Florida
$1.78M +$281K +11,925 +19%
ADL
666
Asset Dedication LLC
California
$1.78M +$566 +24 +0%
APW
667
Aurora Private Wealth
New Jersey
$1.77M +$106K +4,476 +6%
ZIMP
668
Zimmermann Investment Management & Planning
Pennsylvania
$1.76M -$4.69M -198,711 -73%
IAG
669
Investment Advisory Group
Massachusetts
$1.76M -$41.9K -1,776 -2%
NGA
670
Naples Global Advisors
Florida
$1.75M -$11.6K -492 -0.7%
SWM
671
Silverlake Wealth Management
Vermont
$1.74M +$230K +9,750 +15%
OIM
672
Opus Investment Management
Massachusetts
$1.74M +$266K +11,286 +18%
RBFC
673
Roman Butler Fullerton & Co
Missouri
$1.73M +$116K +4,965 +7%
PTC
674
Private Trust Company
Ohio
$1.72M +$443K +18,792 +35%
IAA
675
Independent Advisor Alliance
North Carolina
$1.72M -$275K -11,664 -14%
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