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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 %
M
676
MYeCFO
California
$1.71M +$147K +6,138 +9%
SAG
677
SageView Advisory Group
California
$1.7M +$12K +510 +0.7%
PA
678
Planning Alternatives
Michigan
$1.7M -$34.5K -1,464 -2%
WF
679
Warner Financial
Maryland
$1.67M +$68.6K +2,910 +4%
PWA
680
Pillar Wealth Advisors
Pennsylvania
$1.67M +$327K +13,851 +24%
PAMG
681
Patton Albertson Miller Group
Tennessee
$1.66M -$446K -18,921 -21%
RF
682
RHS Financial
California
$1.66M -$60.2K -2,553 -3%
WCG
683
Weaver Consulting Group
California
$1.66M – – –
WOC
684
West Oak Capital
California
$1.66M -$105K -4,443 -6%
PGFC
685
Peapack-Gladstone Financial Corp
New Jersey
$1.64M +$141K +5,976 +9%
MCM
686
Mengis Capital Management
Oregon
$1.63M +$35.9K +1,524 +2%
MA
687
Modus Advisors
Minnesota
$1.62M -$118K -4,989 -7%
WCM
688
Whitener Capital Management
North Carolina
$1.62M +$131K +5,541 +9%
LCM
689
Liberty Capital Management
Michigan
$1.62M +$37.9K +1,605 +2%
PFA
690
Petra Financial Advisors
Colorado
$1.61M +$12K +510 +0.8%
FTUS
691
Flow Traders U.S.
New York
$1.61M +$1.61M +68,220 New
GIA
692
GHP Investment Advisors
Colorado
$1.61M +$3.09K +132 +0.2%
CMS
693
Capital Market Strategies
Florida
$1.6M -$62.4K -2,697 -4%
EFS
694
Essex Financial Services
Connecticut
$1.59M -$637 -27 -0%
GIA
695
Gladstone Institutional Advisory
Florida
$1.59M +$687K +29,127 +76%
AIM
696
AHL Investment Management
Florida
$1.59M -$212 -9 -0%
MWP
697
Meridian Wealth Partners
Pennsylvania
$1.58M +$114K +4,851 +8%
V
698
ViaWealth
Kansas
$1.58M +$1.04M +43,953 +191%
MTIC
699
Missouri Trust & Investment Company
Missouri
$1.53M +$3.54K +150 +0.2%
Wolverine Trading
700
Wolverine Trading
Illinois
$1.52M +$1.02M +43,188 +203%
26 27
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