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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 %
MCCP
751
Mission Creek Capital Partners
California
$1.18M +$991 +42 +0.1%
DTC
752
Davidson Trust Company
Washington
$1.18M -$25.4K -1,077 -2%
MSWM
753
McGlone Suttner Wealth Management
Wisconsin
$1.17M +$6.51K +276 +0.6%
NSIM
754
North Star Investment Management
Illinois
$1.15M +$21.4K +909 +2%
SF
755
Safeguard Financial
Wisconsin
$1.13M +$190K +8,037 +20%
SA
756
Strategic Advisors
New York
$1.13M +$25.2K +1,068 +2%
BTWM
757
Baker Tilly Wealth Management
Wisconsin
$1.13M -$48K -2,034 -4%
Vanguard Group
758
Vanguard Group
Pennsylvania
$1.13M +$1.13M +47,904 New
WHC
759
Wulff, Hansen & Co
California
$1.13M +$1.13M +47,781 New
GJIA
760
Glass Jacobson Investment Advisors
Maryland
$1.12M -$111K -4,713 -9%
FA
761
Faithward Advisors
Pennsylvania
$1.12M -$108K -4,659 -9%
RGF
762
Retirement Guys Formula
Ohio
$1.12M -$8.92K -378 -0.8%
TF
763
Trek Financial
Arizona
$1.12M -$14.5K -615 -1%
MSA
764
McAlister Sweet & Associates
Texas
$1.11M -$4.8M -203,412 -81%
AL
765
Aspiriant LLC
California
$1.11M -$91.8K -3,891 -8%
AWM
766
Adams Wealth Management
Utah
$1.1M -$5.66K -240 -0.5%
Empower Advisory Group
767
Empower Advisory Group
Colorado
$1.09M +$30.4K +1,287 +3%
BDFN
768
Bond & Devick Financial Network
Minnesota
$1.09M -$4.18K -177 -0.4%
KIC
769
Keating Investment Counselors
Florida
$1.09M -$13.8K -585 -1%
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$1.08M +$354K +15,000 +49%
CWA
771
Core Wealth Advisors
Florida
$1.08M +$4.1K +174 +0.4%
First Manhattan
772
First Manhattan
New York
$1.07M +$586K +24,834 +120%
CSPAM
773
Cary Street Partners Asset Management
Virginia
$1.07M +$327K +13,863 +44%
YWM
774
Yoder Wealth Management
California
$1.06M -$11K -465 -1%
PCMC
775
Private Capital Management (Colorado)
Colorado
$1.06M +$88K +3,732 +9%
29 30
31
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