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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 %
OL
851
Owen LaRue
Kentucky
$791K -$17.5K -741 -2%
CPIA
852
Cornell Pochily Investment Advisors
New York
$790K -$34.5K -1,461 -4%
SWA
853
SOA Wealth Advisors
New York
$789K +$789K +33,441 New
GWSG
854
GPS Wealth Strategies Group
Colorado
$781K -$2.48K -105 -0.3%
PP
855
Patten & Patten
Tennessee
$777K +$126K +5,322 +19%
MCP
856
Martin Capital Partners
Oregon
$775K -$47.9K -2,028 -6%
DT
857
Diversified Trust
Tennessee
$770K +$2.26K +96 +0.3%
C
858
Certuity
Florida
$770K +$74.4K +3,153 +11%
BFG
859
Bleakley Financial Group
New Jersey
$770K +$37.5K +1,590 +5%
SC
860
Stephens Consulting
Michigan
$769K -$226K -9,564 -23%
VFA
861
Valeo Financial Advisors
Indiana
$767K +$340K +14,406 +80%
FC
862
Fusion Capital
South Carolina
$763K +$55.4K +2,349 +8%
DJSG
863
D.J. St. Germain
Massachusetts
$759K +$15.6K +660 +2%
ACM
864
Advance Capital Management
Michigan
$753K +$137K +5,808 +22%
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$752K -$268K -11,352 -26%
GWM
866
Guardian Wealth Management
Illinois
$750K +$62.3K +2,640 +9%
MCWS
867
McKinley Carter Wealth Services
West Virginia
$747K -$97K -4,113 -11%
PFGIA
868
Patriot Financial Group Insurance Agency
Massachusetts
$744K +$73.6K +3,903 +11%
WCM
869
Weik Capital Management
Pennsylvania
$741K -$3.18K -135 -0.4%
MWA
870
Moser Wealth Advisors
Washington
$737K +$12.9K +549 +2%
FRA
871
Front Row Advisors
California
$735K -$4.88K -207 -0.7%
MWM
872
Modera Wealth Management
New Jersey
$734K -$9.69K -411 -1%
WOSD
873
WFA of San Diego
California
$733K -$61.3K -2,598 -8%
ACM
874
Avalon Capital Management
California
$732K -$7.08K -300 -1%
AWA
875
Arete Wealth Advisors
Illinois
$731K +$87.6K +3,714 +14%
33 34
35
36 37