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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 %
UIA
1126
Ulland Investment Advisors
Minnesota
$278K 3,927 -800 -17%
SPWM
1127
Straight Path Wealth Management
Michigan
$277K 3,920 +3,920 New
CAM
1128
Covenant Asset Management
New Jersey
$276K 3,906 -326 -8%
ZIM
1129
Zacks Investment Management
Illinois
$275K 3,893 +221 +6%
PWG
1130
Portside Wealth Group
Utah
$275K 3,907 -61 -2%
BL
1131
BFSG LLC
California
$274K 3,866 – –
NWMG
1132
National Wealth Management Group
Ohio
$273K 3,860 +132 +4%
BHWM
1133
Beaird Harris Wealth Management
Texas
$272K 3,845 +3,784 +6,203%
MSCM
1134
McElhenny Sheffield Capital Management
Texas
$272K 3,842 +212 +6%
EWM
1135
Evercore Wealth Management
New York
$272K 3,841 -456 -11%
ODIJL
1136
One Day In July LLC
Vermont
$269K 3,801 +142 +4%
Two Sigma Advisers
1137
Two Sigma Advisers
New York
$269K 3,800 +3,800 New
PAM
1138
Pegasus Asset Management
New York
$269K 3,799 – –
BWA
1139
Bordeaux Wealth Advisors
California
$268K 3,786 – –
RBCM
1140
Raub Brock Capital Management
California
$267K 3,778 +28 +0.7%
LCM
1141
Leisure Capital Management
California
$266K 3,766 +10 +0.3%
DAM
1142
Delta Asset Management
Tennessee
$266K 3,762 +2 +0.1%
Tudor Investment Corp
1143
Tudor Investment Corp
Connecticut
$264K 3,737 -263 -7%
WE
1144
Wealth Effects
Massachusetts
$264K 3,732 +162 +5%
DI
1145
DFPG Investments
Utah
$264K 3,839 +200 +5%
LRPA
1146
L. Roy Papp & Associates
Arizona
$264K 3,725 – –
FP
1147
Financial Perspectives
Minnesota
$263K 3,720 +3,435 +1,205%
WJWM
1148
Williams Jones Wealth Management
New York
$263K 3,716 -50 -1%
DLCIG
1149
D.L. Carlson Investment Group
New Hampshire
$262K 3,709 +57 +2%
CFS
1150
Commonwealth Financial Services
West Virginia
$262K 3,705 +3,705 New
44 45
46
47 48