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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
1
Strategic Investment Solutions
Illinois
$544M
2
Bank of America
2
Bank of America
North Carolina
$652M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$133M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$74.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$385M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$546M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$509M
3
BFS
3
Bard Financial Services
Connecticut
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$53M
5
PA
5
Parallel Advisors
California
$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
1001
Van Hulzen Asset Management
California
$435K -$11.1K -471 -2%
LFA
1002
LGT Financial Advisors
Texas
$435K -$124K -5,262 -22%
OPWM
1003
Oxinas Partners Wealth Management
Indiana
$433K +$49.8K +2,112 +13%
RWA
1004
Ropes Wealth Advisors
Massachusetts
$432K +$146K +6,183 +51%
AFAS
1005
Acorn Financial Advisory Services
Virginia
$429K +$15.2K +645 +4%
LWM
1006
Lyell Wealth Management
California
$428K -$53.8K -2,283 -11%
HTC
1007
Haverford Trust Company
Pennsylvania
$422K – – –
CSI
1008
Cross Staff Investments
New York
$420K +$9.69K +411 +2%
WWG
1009
West Wealth Group
California
$416K +$6.65K +282 +2%
LWM
1010
Lodestone Wealth Management
Washington
$415K +$3.68K +156 +0.9%
EIP
1011
Ellis Investment Partners
Pennsylvania
$413K +$3.75K +159 +0.9%
S
1012
SignatureFD
Georgia
$412K -$6.16K -261 -1%
AA
1013
AlphaQ Advisors
Florida
$412K +$212 +9 +0.1%
ME
1014
McIlrath & Eck
Washington
$409K – – –
PK
1015
Pflug Koory
Nebraska
$408K -$4.25K -180 -1%
NCM
1016
Next Capital Management
New York
$408K -$152K -6,438 -27%
ECM
1017
Evergreen Capital Management
Washington
$405K +$28.4K +1,203 +8%
RMAM
1018
Raab & Moskowitz Asset Management
New Jersey
$405K +$147K +6,252 +57%
GGI
1019
Godsey & Gibb Inc
Virginia
$404K -$53.7K -2,277 -12%
WAL
1020
W Advisors LLC
Tennessee
$400K +$36.9K +1,563 +10%
CAM
1021
Clark Asset Management
New Hampshire
$400K – – –
IP
1022
Ignite Planners
California
$399K +$65K +2,817 +19%
CC
1023
Commons Capital
Massachusetts
$397K +$142 +6 +0%
SWA
1024
Sax Wealth Advisors
New Jersey
$397K +$397K +16,815 New
RI
1025
Ridgewood Investments
New Jersey
$395K -$8.49K -360 -2%
39 40
41
42 43