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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
21.9%
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

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 %
MFG
1401
Monumental Financial Group
Maryland
– – -11,432 Closed
PA
1402
Prossimo Advisors
California
– – -8,939 Closed
HG
1403
Herbst Group
Connecticut
– – -7,577 Closed
AGM
1404
Alpine Global Management
New York
– – -7,410 Closed
AWM
1405
Accurate Wealth Management
Florida
– – -6,309 Closed
SB
1406
Sunflower Bank
Texas
– – -5,681 Closed
AP
1407
Adero Partners
California
– – -5,582 Closed
SBH
1408
Segall Bryant & Hamill
Illinois
– – -5,227 Closed
1IA
1409
1834 Investment Advisors
Wisconsin
– – -4,802 Closed
SLA
1410
Silver Lake Advisory
Utah
– – -4,639 Closed
CIAS
1411
CFS Investment Advisory Services
New Jersey
– – -4,238 Closed
BCM
1412
Bayesian Capital Management
New York
– – -4,197 Closed
FFM
1413
Forum Financial Management
Illinois
– – -3,991 Closed
TWA
1414
TCI Wealth Advisors
Arizona
– – -3,903 Closed
TA
1415
Trellis Advisors
Washington
– – -3,879 Closed
RSC
1416
Red Spruce Capital
Pennsylvania
– – -3,762 Closed
CG
1417
Corundum Group
Colorado
– – -3,738 Closed
TH
1418
Team Hewins
California
– – -3,654 Closed
RCM
1419
RNC Capital Management
California
– – -3,642 Closed
CA
1420
Claro Advisors
Massachusetts
– – -3,631 Closed
EPP
1421
ETF Portfolio Partners
Kansas
– – -3,613 Closed
TWM
1422
Tanglewood Wealth Management
Texas
– – -3,559 Closed
BFA
1423
Bragg Financial Advisors
North Carolina
– – -3,434 Closed
LFG
1424
Lockerman Financial Group
California
– – -3,402 Closed
MFGM
1425
Marshall Financial Group (Maryland)
Maryland
– – -3,270 Closed
55 56
57
58 59