SCHD icon

Schwab US Dividend Equity ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
SWM
1226
Sugarloaf Wealth Management
Georgia
$192K 2,710 +108 +4%
AIC
1227
Archer Investment Corporation
Indiana
$189K 2,666 +224 +9%
PMFA
1228
Plante Moran Financial Advisors
Michigan
$185K 2,610 +407 +18%
OA
1229
Operose Advisors
Wisconsin
$185K 2,609 +1,720 +193%
LOIP
1230
Live Oak Investment Partners
Texas
TFA
1231
Toth Financial Advisory
Virginia
$183K 2,581 +218 +9%
HT
1232
Headlands Technologies
Illinois
$181K 2,561 +2,379 +1,307%
TCOV
1233
Trust Company of Vermont
Vermont
$181K 2,558
AWM
1234
Aberdeen Wealth Management
Illinois
$177K 2,500
FSWA
1235
Financial Synergies Wealth Advisors
Texas
$175K 2,471 +1,275 +107%
NFSG
1236
Newbridge Financial Services Group
Florida
$175K 2,468 -271 -10%
WWM
1237
Wagner Wealth Management
South Carolina
$171K 2,419 +22 +0.9%
FFL
1238
Financial Freedom LLC
Ohio
$169K 2,386 -73 -3%
GWS
1239
Glassman Wealth Services
Virginia
$156K 2,210 +265 +14%
HI
1240
Hendershot Investments
Virginia
$152K 2,150 -116 -5%
EWM
1241
Evermay Wealth Management
Virginia
$142K 2,010 +706 +54%
DWMG
1242
DB Wealth Management Group
California
$140K 1,981
WPA
1243
West Paces Advisors
Georgia
$139K 1,963 -1,497 -43%
CMP
1244
Coston McIsaac & Partners
Maine
$138K 1,974 +1,195 +153%
AWM
1245
Angeles Wealth Management
California
$138K 1,945 -4,890 -72%
Legacy Financial Group (Iowa)
1246
Legacy Financial Group (Iowa)
Iowa
$131K 1,854 +1,854 New
BAM
1247
Byrne Asset Management
New Jersey
$129K 1,827 +1,827 New
LFG
1248
Larson Financial Group
Missouri
$129K 1,822 -172 -9%
SIS
1249
Sound Income Strategies
Florida
$127K 1,790 +366 +26%
CIR
1250
Clear Investment Research
Georgia
$124K 1,750 +60 +4%