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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.

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
3.8%
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
S
5
Syntrinsic
Colorado
$61.2M

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 Market Value Shares Shares
Change 		Shares
Change %
ACA
1101
Aptus Capital Advisors
Alabama
$295K 4,162 +21 +0.5%
SLT
1102
St Louis Trust
Missouri
$294K 4,155 – –
FA
1103
Fountainhead AM
New Jersey
$294K 4,149 +1,287 +45%
FCM
1104
Fortis Capital Management
Washington
$293K 4,142 +1,171 +39%
GP
1105
Girard Partners
Pennsylvania
$293K 4,135 – –
BCP
1106
Blue Chip Partners
Michigan
$292K 4,130 +37 +0.9%
CAM
1107
Costello Asset Management
Pennsylvania
$292K 4,127 -62 -1%
AA
1108
AlphaMark Advisors
Kentucky
$292K 4,130 +205 +5%
CFS
1109
Cannon Financial Strategists
Georgia
$288K 4,069 +536 +15%
CW
1110
Connectus Wealth
Ohio
$288K 4,062 +12 +0.3%
JBA
1111
Johnson Bixby & Associates
Washington
$287K 4,062 +4,062 New
GHA
1112
GW Henssler & Associates
Georgia
$287K 4,056 -667 -14%
VAS
1113
Valicenti Advisory Services
New York
$287K 4,050 +175 +5%
PA
1114
Procyon Advisors
Connecticut
$286K 4,039 +311 +8%
JCM
1115
J2 Capital Management
Michigan
$286K 4,038 – –
SSW
1116
Stone Summit Wealth
Florida
$284K 4,015 +298 +8%
WTC
1117
WhitTier Trust Company
Nevada
$283K 3,994 -1,806 -31%
DWM
1118
Destination Wealth Management
California
$282K 3,988 +807 +25%
FD
1119
Financial Designs
California
$281K 3,971 +3,971 New
DP
1120
DDD Partners
Washington
$281K 3,981 +399 +11%
EI
1121
Ellevest Inc
New York
$280K 3,953 +136 +4%
Bank of New York Mellon
1122
Bank of New York Mellon
New York
$279K 3,939 -2,528 -39%
I
1123
INVST
Indiana
$278K 3,932 +409 +12%
APWA
1124
Atlas Private Wealth Advisors
New Jersey
$278K 3,929 -5,330 -58%
ODG
1125
O'Dell Group
Ohio
$278K 3,930 -297 -7%
43 44
45
46 47