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 Holding Trade Value Shares
Change
Shares
Change %
SFA
151
Souders Financial Advisors
Ohio
$20.2M +$1.27M +53,748 +7%
PFO
152
Pathstone Family Office
New Jersey
$20.1M +$15.6M +657,798 +342%
PD
153
Planning Directions
Pennsylvania
$19.8M +$1.79M +76,029 +10%
WMR
154
Wealth Management Resources
Rhode Island
$19.6M +$1.35M +57,315 +7%
VFP
155
Verus Financial Partners
Virginia
$19.5M +$7.1M +302,799 +57%
RW
156
Regimen Wealth
Georgia
$19.5M +$1.09M +46,113 +6%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$19.2M -$1.32M -56,046 -6%
ECML
158
Eagle Capital Management (Louisiana)
Louisiana
$19.1M +$75.8K +3,213 +0.4%
HF
159
Halpern Financial
Virginia
$19M +$1.4M +59,340 +8%
AFA
160
AllGen Financial Advisors
Florida
$18.9M -$148K -6,291 -0.8%
IPW
161
Intergy Private Wealth
Colorado
$18.7M +$823K +34,887 +5%
FWM
162
ForthRight Wealth Management
Georgia
$18.7M +$360K +15,249 +2%
TIA
163
Traphagen Investment Advisors
New Jersey
$18.7M +$1.36M +57,510 +8%
MIA
164
Milestone Investment Advisors
Wisconsin
$18.6M -$3.88M -164,295 -17%
CA
165
Capital Advantage
California
$18.5M -$345K -14,634 -2%
CWC
166
Carolinas Wealth Consulting
North Carolina
$18.5M -$2.26M -99,612 -11%
PAS
167
Park Avenue Securities
New York
$18.4M -$668K -28,335 -4%
RIA
168
Regal Investment Advisors
Michigan
$18.3M -$1.17M -49,551 -6%
HI
169
Harbour Investments
Wisconsin
$18M +$738K +31,272 +4%
FA
170
FDx Advisors
Illinois
$18M +$137K +5,802 +0.8%
CAC
171
Certified Advisory Corp
Florida
$17.9M +$1.12M +47,976 +7%
IIC
172
Integrated Investment Consultants
Michigan
$17.9M +$517K +21,936 +3%
WIC
173
Whitegate Investment Counselors
New Hampshire
$17.4M +$364K +15,423 +2%
SPIA
174
Steward Partners Investment Advisory
New York
$17.3M +$321K +13,602 +2%
FGG
175
Financial Guidance Group
Florida
$17.2M -$388K -16,434 -2%