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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 %
SIAG
776
Signet Investment Advisory Group
Rhode Island
$1.05M -$4.39K -186 -0.4%
MMHP
777
Murphy Middleton Hinkle & Parker
Georgia
$1.05M +$495 +21 +0%
NFC
778
Northeast Financial Consultants
Connecticut
$1.04M -$212 -9 -0%
JFG
779
JMG Financial Group
Illinois
$1.04M +$27.4K +1,161 +3%
FWSM
780
First Wilshire Securities Management
California
$1.04M – – –
MM
781
Meridian Management
Arkansas
$1.03M -$68.4K -2,898 -6%
WCM
782
WealthBridge Capital Management
Ohio
$1.03M +$38.9K +1,650 +4%
TC
783
TownSquare Capital
Utah
$1.03M +$122K +5,175 +13%
WIM
784
WealthPlan Investment Management
Nebraska
$1.03M +$670K +28,395 +188%
SFG
785
Sage Financial Group
Pennsylvania
$1.02M -$240K -10,194 -19%
FLPIM
786
F.L. Putnam Investment Management
Massachusetts
$1M +$308K +13,071 +44%
CNFG
787
Creegan & Nassoura Financial Group
New Hampshire
$1M -$30.4K -1,290 -3%
FAIM
788
Financial Advocates Investment Management
Washington
$1M -$1.06K -45 -0.1%
CFD
789
Creative Financial Designs
Indiana
$999K +$32.5K +1,377 +3%
TIAA Trust, National Association
790
TIAA Trust, National Association
North Carolina
$993K +$993K +42,087 New
SFG
791
StrategIQ Financial Group
Indiana
$991K -$142 -6 -0%
TRCT
792
Tower Research Capital (TRC)
New York
$990K +$974K +41,301 +6,038%
BCA
793
Bay Colony Advisors
Massachusetts
$985K -$9.13K -387 -0.9%
ACM
794
Absolute Capital Management
Pennsylvania
$982K -$159K -6,750 -14%
RWA
795
Redhawk Wealth Advisors
Minnesota
$977K +$220K +9,327 +29%
APA
796
Astoria Portfolio Advisors
New York
$976K -$50K -2,199 -5%
BCMLT
797
Beacon Capital Management LLC (Tennessee)
Tennessee
$975K – – –
FFA
798
Farther Finance Advisors
California
$974K -$15.4K -654 -2%
BWP
799
Balboa Wealth Partners
Arizona
$963K +$86.1K +3,651 +10%
CAMG
800
CWA Asset Management Group
Florida
$962K +$277K +11,757 +40%
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