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
21.9%
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 %
JPWM
1251
Jamison Private Wealth Management
Georgia
$122K 1,731 +1,731 New
FPFS
1252
First Personal Financial Services
North Carolina
$119K 1,677
AWM
1253
Abound Wealth Management
Tennessee
$117K 1,660 +512 +45%
TFA
1254
Transamerica Financial Advisors
Florida
$114K 1,601 -11,924 -88%
FFA
1255
Fairfield Financial Advisors
Massachusetts
$110K 1,561 +4 +0.3%
IWP
1256
Icon Wealth Partners
Texas
$110K 1,549
CFFP
1257
Center for Financial Planning
Michigan
$105K 1,491 +4 +0.3%
SIM
1258
Studio Investment Management
Illinois
$103K 1,453 +98 +7%
RTL
1259
Red Tortoise LLC
Georgia
$101K 1,430 +9 +0.6%
National Bank of Canada
1260
National Bank of Canada
Quebec, Canada
$99.9K 1,427 +629 +79%
OSAM
1261
O'Shaughnessy Asset Management
Connecticut
$98K 1,385 +834 +151%
RBC
1262
Roble Belko & Company
Pennsylvania
$98K 1,378 +32 +2%
SCA
1263
Stonebridge Capital Advisors
Minnesota
$88.1K 1,246 +450 +57%
PWMG
1264
Prestige Wealth Management Group
New Jersey
$88.1K 1,244 -40 -3%
AFS
1265
Annapolis Financial Services
Maryland
$86.7K 1,225
HDIM
1266
Hanson & Doremus Investment Management
Vermont
$85K 1,204
MA
1267
MCF Advisors
Kentucky
$84.8K 1,198 +862 +257%
BA
1268
Ballast Advisors
Minnesota
$84K 1,187 -156 -12%
BL
1269
Balentine LLC
Georgia
$81.2K 1,148
AT
1270
Avalon Trust
New Mexico
$80.7K 1,140
EWP
1271
Elevation Wealth Partners
California
$74K 1,045 +9 +0.9%
GWANC
1272
Guardian Wealth Advisors (North Carolina)
North Carolina
$73.7K 1,041 +5 +0.5%
CBT
1273
CoreFirst Bank & Trust
Kansas
$73.6K 1,040
FWM
1274
Focused Wealth Management
New York
$73.1K 1,032 -1 -0.1%
TSWM
1275
Tyler-Stone Wealth Management
Ohio
$73K 1,030 -12,352 -92%