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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 %
OF
726
Outfitter Financial
Maine
$1.32M +$25.1K +1,065 +2%
CFA
727
CWS Financial Advisors
Michigan
$1.32M +$350K +14,847 +36%
RAG
728
RIA Advisory Group
Iowa
$1.31M -$40.8K -1,731 -3%
CT
729
Clearstead Trust
Maine
$1.31M +$38.1K +1,617 +3%
HH
730
Hilltop Holdings
Texas
$1.3M +$849 +36 +0.1%
RRA
731
Round Rock Advisors
Connecticut
$1.3M -$62.6K -2,655 -5%
EWM
732
Evergreen Wealth Management
Michigan
$1.3M -$4.34M -184,191 -77%
BAG
733
Bridgewealth Advisory Group
California
$1.29M +$709K +30,069 +121%
BWM
734
BNC Wealth Management
Oregon
$1.29M +$1.7K +72 +0.1%
SIC
735
Salem Investment Counselors
North Carolina
$1.29M +$13.2K +558 +1%
WKWM
736
Walter & Keenan Wealth Management
Indiana
$1.28M – – –
WWM
737
WT Wealth Management
Arizona
$1.27M -$469K -19,899 -27%
AFG
738
Atomi Financial Group
New York
$1.27M +$355K +15,048 +39%
WPC
739
Wedmont Private Capital
Pennsylvania
$1.27M +$31.9K +1,359 +3%
ACA
740
Atlas Capital Advisors
Wyoming
$1.27M -$155K -6,558 -11%
Fisher Asset Management
741
Fisher Asset Management
Washington
$1.26M +$384K +16,275 +44%
BFPW
742
BOK Financial Private Wealth
Colorado
$1.25M – – –
GGS
743
Galvin Gaustad & Stein
Arizona
$1.23M +$144K +6,114 +13%
PWSG
744
Pacific Wealth Strategies Group
California
$1.23M -$273K -11,571 -18%
CAG
745
Compass Advisory Group
New York
$1.22M -$4.43M -187,992 -78%
LWP
746
Laurel Wealth Planning
Minnesota
$1.22M -$98.4K -4,173 -7%
CC
747
Cypress Capital
Tennessee
$1.22M -$635K -26,919 -34%
Betterment LLC
748
Betterment LLC
New York
$1.21M -$213K -9,042 -15%
BCMO
749
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$80.1K -3,396 -6%
WP
750
WealthShield Partners
North Carolina
$1.19M -$39.3K -1,665 -3%
28 29
30
31 32