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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
$544M
2
Bank of America
Bank of America
North Carolina
$652M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$133M
4
GBWM
Granite Bay Wealth Management
New Hampshire
$74.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$385M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$546M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$509M
3
BFS
Bard Financial Services
Connecticut
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53M
5
PA
Parallel Advisors
California
$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
826
NewEdge Wealth
Pennsylvania
$882K -$207K -8,784 -19%
LA
827
Lynch & Associates
Indiana
$882K +$882K +37,389 New
CMBA
828
C.M. Bidwell & Associates
Hawaii
$876K -$4.88K -207 -0.6%
SF
829
Synovus Financial
Georgia
$874K +$286K +12,141 +49%
TWM
830
Thrive Wealth Management
Pennsylvania
$873K -$6.23K -264 -0.7%
CBC
831
Coombe, Bender & Co
New York
$860K +$1.91K +81 +0.2%
SFS
832
Solitude Financial Services
Virginia
$858K -$55.2K -2,340 -6%
PFC
833
Phocas Financial Corp
California
$854K +$23K +975 +3%
KC
834
Kingfisher Capital
North Carolina
$852K +$2.97K +126 +0.4%
SWRP
835
Summit Wealth & Retirement Planning
California
$852K +$60K +2,544 +8%
AWG
836
Altus Wealth Group
Colorado
$848K +$13.4K +567 +2%
MSA
837
Marino Stram & Associates
Massachusetts
$844K +$1.13K +48 +0.1%
EAM
838
Evanson Asset Management
California
$841K -$95.9K -4,065 -10%
Financial Engines Advisors
839
Financial Engines Advisors
California
$840K +$86.1K +3,651 +11%
Simplex Trading
840
Simplex Trading
Illinois
$835K +$835K +35,442 New
FA
841
Fiduciary Alliance
South Carolina
$830K +$728K +30,864 +717%
WAM
842
Worth Asset Management
Texas
$822K +$468K +19,845 +132%
MFA
843
Morling Financial Advisors
California
$820K -$18.9K -801 -2%
MSAM
844
Moloney Securities Asset Management
Missouri
$816K +$495 +21 +0.1%
MC
845
Miramar Capital
Illinois
$811K -$103K -4,350 -11%
SP
846
SWS Partners
Ohio
$807K – – –
WB
847
Webster Bank
Connecticut
$806K +$806K +34,185 New
FWP
848
FAS Wealth Partners
Kansas
$806K +$6.16K +261 +0.8%
BC
849
Barnett & Company
Tennessee
$799K -$9.98K -423 -1%
GWM
850
Greenhouse Wealth Management
Connecticut
$793K +$1.56K +66 +0.2%
32 33
34
35 36