SCHD icon

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 %
SWP
701
Summit Wealth Partners
Florida
$1.51M +$61.6K +2,610 +4%
IF
702
IRON Financial
Illinois
$1.51M +$10.9K +462 +0.7%
IGWM
703
ICA Group Wealth Management
Colorado
$1.5M +$18K +765 +1%
CHA
704
Carmichael Hill & Associates
Maryland
$1.5M +$34.7K +1,470 +2%
GS
705
GTS Securities
New York
$1.5M +$1.5M +63,552 New
SSB
706
Sandy Spring Bank
Maryland
$1.49M +$670K +28,416 +81%
LA
707
Latitude Advisors
Florida
$1.49M +$6.65K +282 +0.4%
CCB
708
Cutter & Co Brokerage
Missouri
$1.48M +$28K +1,185 +2%
WKSWA
709
White Knight Strategic Wealth Advisors
New Jersey
$1.46M +$81.7K +3,465 +6%
CA
710
Calton & Associates
Florida
$1.45M +$1.45M +61,449 New
BWAM
711
Boyd Watterson Asset Management
Ohio
$1.44M +$145K +6,135 +11%
BBPWM
712
Blue Bell Private Wealth Management
Pennsylvania
$1.42M -$2.97K -126 -0.2%
HT
713
Heritage Trust
Oklahoma
$1.42M – – –
EWM
714
Empirical Wealth Management
Washington
$1.41M +$24.4K +1,035 +2%
IAP
715
Indie Asset Partners
Indiana
$1.4M -$58K -2,457 -4%
IC
716
Inscription Capital
Texas
$1.4M +$82.9K +3,513 +6%
AIA
717
Ally Invest Advisors
North Carolina
$1.39M -$38.7K -1,641 -3%
SBIA
718
Sheaff Brock Investment Advisors
Indiana
$1.39M -$59.6K -2,526 -4%
IFWM
719
Institute for Wealth Management
Colorado
$1.38M -$62.4K -2,646 -4%
GI
720
Gradient Investments
Minnesota
$1.37M -$179K -7,599 -12%
PPW
721
Pasadena Private Wealth
California
$1.37M -$114K -4,851 -8%
WFG
722
Wills Financial Group
Virginia
$1.37M +$5.38K +228 +0.4%
IAS
723
Insigneo Advisory Services
Florida
$1.37M -$4.88K -207 -0.4%
VF
724
VitalStone Financial
Texas
$1.36M -$1.33M -57,312 -49%
NL
725
NWAM LLC
Washington
$1.35M -$1.08M -45,855 -44%
27 28
29
30 31