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 %
BWFA
1426
Baltimore-Washington Financial Advisors
Maryland
-3,268 Closed
BA
1427
Bridge Advisory
California
-3,246 Closed
CCM
1428
Crabel Capital Management
California
-3,178 Closed
TFCP
1429
Twin Focus Capital Partners
Massachusetts
-3,142 Closed
ACP
1430
Aviance Capital Partners
Florida
-2,951 Closed
ACM
1431
AlphaStar Capital Management
North Carolina
-2,950 Closed
LWM
1432
LJI Wealth Management
Indiana
-2,926 Closed
CIS
1433
Continental Investors Services
Washington
-2,884 Closed
SRWM
1434
Shira Ridge Wealth Management
California
-2,806 Closed
DA
1435
DCM Advisors
New York
-2,801 Closed
SP
1436
Successful Portfolios
Florida
-2,798 Closed
HIP
1437
HUB Investment Partners
Texas
-2,795 Closed
NIM
1438
Northeast Investment Management
Massachusetts
-2,795 Closed
GC
1439
Grimes & Company
Massachusetts
-2,792 Closed
MAC
1440
Mason & Associates (California)
California
-2,776 Closed
BWM
1441
BlackDiamond Wealth Management
New York
-2,678 Closed
2L
1442
25 LLC
Missouri
-1,747 Closed
SG Americas Securities
1443
SG Americas Securities
New York
-1,632 Closed
TFP
1444
Tilia Fiduciary Partners
North Carolina
-999 Closed
MA
1445
Montag & Associates
Georgia
-974 Closed
IRAG
1446
Investment Research & Advisory Group
Georgia
-845 Closed
NRC
1447
New Republic Capital
North Carolina
-630 Closed
BC
1448
Belmont Capital
California
-582 Closed
CHC
1449
City Holding Co
West Virginia
-350 Closed
MG
1450
Mather Group
Illinois
-150 Closed