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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
Osaic Holdings
5
Osaic Holdings
Arizona
$385M

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 Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$23.2M +$927K +39,306 +4%
EH
127
Equitable Holdings
New York
$23.2M -$72.2K -3,060 -0.3%
IAN
128
Integrated Advisors Network
Texas
$22.9M +$5.06M +214,617 +28%
BF
129
BOK Financial
Oklahoma
$22.8M +$3.75M +165,375 +20%
WFS
130
Walker Financial Services
Kentucky
$22.5M +$2.4M +101,580 +12%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$22.5M +$30.5K +1,293 +0.1%
CG
132
Colony Group
Massachusetts
$22.5M -$307K -13,017 -1%
CRC
133
Curi RMB Capital
Illinois
$22.3M +$144K +6,084 +0.6%
BGDI
134
BW Gestao de Investimentos
Brazil
$22.2M +$10.3M +437,115 +87%
NQWM
135
Northwest Quadrant Wealth Management
Oregon
$22.1M +$22.1M +937,629 New
MAG
136
Members Advisory Group
New York
$21.9M +$285K +12,090 +1%
TPCW
137
TD Private Client Wealth
New York
$21.8M -$327K -13,836 -1%
CFS
138
CRA Financial Services
New Jersey
$21.7M +$577K +24,483 +3%
SMG
139
Smart Money Group
Texas
$21.6M +$6.42M +272,145 +42%
MAM
140
McCarthy Asset Management
California
$21.5M -$425K -18,021 -2%
AFP
141
Ausdal Financial Partners
Iowa
$21.4M +$332K +14,079 +2%
ACA
142
Aspire Capital Advisors
Washington
$21.3M +$2.65M +112,476 +14%
MA
143
Mutual Advisors
Nebraska
$21.1M +$914K +38,757 +5%
AAS
144
Asset Allocation Strategies
Michigan
$20.9M +$1.7M +72,249 +9%
HWAM
145
Hennion & Walsh Asset Management
New Jersey
$20.7M -$19.7M -835,320 -49%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$20.7M -$341K -14,478 -2%
SFP
147
Sweet Financial Partners
Minnesota
$20.7M +$2.69K +114 +0%
OWM
148
Olympus Wealth Management
Utah
$20.6M +$156K +6,597 +0.8%
SW
149
SVB Wealth
Massachusetts
$20.5M -$15.1M -641,652 -42%
FI
150
Financial Insights
Washington
$20.2M +$1.18M +52,032 +6%
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