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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 %
NRA
801
NSI Retail Advisors
Pennsylvania
$961K -$77.8K -3,300 -7%
CA
802
CSM Advisors
Pennsylvania
$961K -$77.8K -3,300 -7%
GF
803
Gries Financial
Ohio
$960K -$14.4K -609 -1%
GDP
804
Great Diamond Partners
Maine
$959K -$3.68K -156 -0.4%
WWA
805
WCG Wealth Advisors
Nevada
$957K +$957K +40,569 New
KWA
806
Kingswood Wealth Advisors
California
$955K +$955K +40,476 New
GSC
807
Grey Street Capital
Illinois
$953K +$8.7K +369 +0.9%
AG
808
Ascent Group
Virginia
$951K -$421K -18,360 -31%
NCM
809
Narwhal Capital Management
Georgia
$950K -$25.8K -1,095 -3%
AA
810
Advisory Alpha
Michigan
$940K +$130K +5,493 +16%
BFA
811
Beaumont Financial Advisors
Massachusetts
$929K -$11.6K -492 -1%
VNB
812
Virginia National Bank
Virginia
$921K -$15.4K -651 -2%
ARG
813
Advisory Resource Group
Oklahoma
$918K +$395K +16,755 +76%
GWM
814
Gray Wealth Management
Maine
$915K -$93.9K -3,981 -9%
OC
815
Oarsman Capital
Wisconsin
$910K -$41.9K -1,776 -4%
VWM
816
Valley Wealth Managers
New Jersey
$908K +$908K +38,487 New
BIM
817
Baldwin Investment Management
Pennsylvania
$907K +$6.16K +261 +0.7%
ACS
818
Archford Capital Strategies
Illinois
$904K -$3.32M -140,817 -79%
GW
819
GW & Wade
Massachusetts
$902K +$63.1K +2,673 +8%
CAI
820
Capital Advisors Inc
Oklahoma
$892K -$20.7K -879 -2%
TI
821
Truepoint Inc
Ohio
$891K +$209K +8,877 +31%
BC
822
Bartlett & Co
Ohio
$889K -$60.8K -2,577 -6%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$889K -$60.8K -2,577 -6%
MA
824
MAS Advisors
Florida
$888K – – –
GAM
825
Garrison Asset Management
Arkansas
$886K +$32.7K +1,386 +4%
31 32
33
34 35