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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.

Holders
1,373
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
21.9%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.8%
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
1
Strategic Investment Solutions
Illinois
$544M
2
Bank of America
2
Bank of America
North Carolina
$652M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$133M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$74.4M
5
S
5
Syntrinsic
Colorado
$61.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$546M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$509M
3
BFS
3
Bard Financial Services
Connecticut
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$53M
5
PA
5
Parallel Advisors
California
$87M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$65.7M 928,083 +282,147 +44%
LA
52
LVW Advisors
New York
$63.8M 902,109 +143,502 +19%
RWM
53
Rezny Wealth Management
Florida
$63.7M 900,063 -57,601 -6%
S
54
Syntrinsic
Colorado
$61.2M 865,427 +865,427 New
AAS
55
Ameritas Advisory Services
Nebraska
$60.3M 853,362 +579,598 +212%
PAG
56
Private Advisor Group
New Jersey
$56.8M 802,726 +58,986 +8%
CFO
57
CVA Family Office
Colorado
$55M 776,811 -1,093 -0.1%
GKWIM
58
Gerber Kawasaki Wealth & Investment Management
California
$53.8M 760,297 +3,849 +0.5%
VA
59
Valmark Advisers
Ohio
$53.4M 754,860 -15,452 -2%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$53M 746,996 -673,246 -47%
CAN
61
Cetera Advisor Networks
California
$50.7M 716,091 +27,397 +4%
BFG
62
Bouchey Financial Group
New York
$48.9M 691,181 +76,884 +13%
CFS
63
CGC Financial Services
Oregon
$47.7M 674,274 -16,017 -2%
CA
64
Cetera Advisors
Colorado
$47.1M 665,791 +22,130 +3%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$46.7M 659,633 -10,551 -2%
PA
66
Pinnacle Associates
New York
$46.3M 654,008 -627 -0.1%
KBFS
67
Kohmann Bosshard Financial Services
Ohio
$45M 635,664 -24,400 -4%
HFS
68
Howard Financial Services
Texas
$43.7M 617,921 +12,512 +2%
MAM
69
Marquette Asset Management
Minnesota
$39.2M 553,297 +71,267 +15%
SAM
70
Summit Asset Management
Tennessee
$39.1M 552,991 +5,145 +0.9%
HWM
71
HB Wealth Management
Georgia
$37.4M 528,734 -1,953 -0.4%
SAM
72
Securian Asset Management
Minnesota
$37.3M 527,000 – –
JFA
73
JNBA Financial Advisors
Minnesota
$37M 522,656 -17,366 -3%
JWM
74
Janiczek Wealth Management
Colorado
$36.8M 520,455 -7,282 -1%
SIG
75
Spinnaker Investment Group
California
$36.5M 515,933 +26,825 +5%
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