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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 %
HKIM
926
Hayek Kallen Investment Management
Alabama
$594K +$32.9K +1,395 +6%
SHA
927
Seneca House Advisors
Virginia
$593K -$110K -4,695 -16%
JC
928
JB Capital
Connecticut
$592K +$17.2K +729 +3%
AA
929
ACT Advisors
North Carolina
$591K +$70.2K +2,976 +13%
KCM
930
Kanawha Capital Management
Virginia
$590K – – –
OWM
931
OneAscent Wealth Management
Alabama
$589K +$589K +24,975 New
NS
932
NBC Securities
Alabama
$589K +$589K +24,999 New
KFI
933
Key Financial Inc
Pennsylvania
$589K -$4.18K -177 -0.7%
VCAM
934
Van Cleef Asset Management
Ohio
$583K -$31.7K -1,344 -5%
HWM
935
Heirloom Wealth Management
Colorado
$579K -$344K -14,583 -37%
WI
936
WBI Investments
New Jersey
$576K -$246K -10,449 -30%
TP
937
Tranquility Partners
Tennessee
$575K -$202K -8,574 -26%
FPWM
938
FSB Premier Wealth Management
Iowa
$575K -$4.25K -180 -0.7%
SAM
939
Sawgrass Asset Management
Florida
$574K +$6.16K +261 +1%
FFA
940
Founders Financial Alliance
North Carolina
$569K -$35.5K -1,506 -6%
BIG
941
Builder Investment Group
Georgia
$567K +$142 +6 +0%
DWMS
942
Dominguez Wealth Management Solutions
Virginia
$562K +$1.77K +75 +0.3%
FC
943
Fulcrum Capital
Washington
$561K -$173K -7,347 -24%
BTI
944
Blue Trust Inc
Georgia
$557K -$2.8M -115,605 -83%
WCM
945
Windham Capital Management
Massachusetts
$556K +$5.02K +213 +0.9%
IAG
946
Investmark Advisory Group
Connecticut
$555K +$555K +23,535 New
SIA
947
Sage Investment Advisers
New York
$554K +$223K +9,456 +67%
RWP
948
RWA Wealth Partners
Massachusetts
$553K +$144K +6,096 +35%
KCFA
949
Key Client Fiduciary Advisors
New Jersey
$551K +$145K +6,150 +36%
AFG
950
Arkansas Financial Group
Arkansas
$546K -$484K -20,505 -47%
36 37
38
39 40