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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 %
GWP
876
Gateway Wealth Partners
Wisconsin
$730K +$192K +8,127 +36%
CHJWM
877
Carlton Hofferkamp & Jenks Wealth Management
Texas
$729K +$194K +8,499 +36%
BONH
878
Bank of New Hampshire
New Hampshire
$727K +$68.6K +2,910 +10%
Natixis Advisors
879
Natixis Advisors
Massachusetts
$723K +$723K +30,633 New
PB
880
Pinnacle Bancorp
Nebraska
$723K -$13.4K -567 -2%
JIC
881
Joel Isaacson & Co
New York
$722K +$127K +5,373 +21%
CSA
882
Cottage Street Advisors
Massachusetts
$722K +$90.9K +3,855 +14%
CGA
883
Crescent Grove Advisors
Illinois
$720K +$284K +12,030 +65%
OFG
884
Orcam Financial Group
California
$719K – – –
EIA
885
Eldridge Investment Advisors
New Hampshire
$716K +$70.9K +3,003 +11%
SPWM
886
Schrum Private Wealth Management
Florida
$716K +$3.75K +159 +0.5%
BAM
887
Bellevue Asset Management
Washington
$713K -$12.7K -537 -2%
WA
888
Wealth Alliance
New York
$712K +$282K +11,949 +65%
CA
889
Centerpoint Advisors
Massachusetts
$711K +$5.45K +231 +0.8%
LC
890
Landaas & Company
Wisconsin
$696K +$696K +29,520 New
BCM
891
Brasada Capital Management
Texas
$693K – – –
SAM
892
SignalPoint Asset Management
Missouri
$691K +$106K +4,509 +18%
EWM
893
EPG Wealth Management
Georgia
$686K +$1.27K +54 +0.2%
CWM
894
Connecticut Wealth Management
Connecticut
$685K -$46K -1,950 -6%
RWM
895
Rench Wealth Management
Texas
$678K +$24.4K +1,035 +4%
SWM
896
Soundmark Wealth Management
Washington
$676K -$9.06K -384 -1%
APW
897
Austin Private Wealth
Texas
$676K -$1.62M -68,754 -71%
BBA
898
BLB&B Advisors
Pennsylvania
$673K +$1.7K +72 +0.3%
SWA
899
Strategies Wealth Advisors
Michigan
$672K +$1.13K +48 +0.2%
LEFP
900
Leading Edge Financial Planning
Tennessee
$671K -$277K -11,760 -29%
34 35
36
37 38