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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 %
SIM
201
Stratos Investment Management
Ohio
$14.5M +$553K +23,466 +4%
SMWM
202
Silvia McColl Wealth Management
California
$14.5M +$579K +24,543 +4%
DWM
203
Dakota Wealth Management
Florida
$14.4M +$9.75M +413,184 +211%
GVAG
204
Great Valley Advisor Group
Delaware
$14.2M +$6.58M +279,168 +87%
Goldman Sachs
205
Goldman Sachs
New York
$14.1M +$2.42M +102,741 +21%
MTC
206
Matrix Trust Company
Colorado
$14.1M +$1.01M +42,849 +8%
SCA
207
Snowden Capital Advisors
New York
$14M +$412K +17,466 +3%
D
208
Diversified
Delaware
$14M -$482K -20,454 -3%
LIM
209
Leavell Investment Management
Alabama
$14M -$2.24M -94,785 -14%
CAP
210
Columbia Advisory Partners
Washington
$14M -$2.76M -116,808 -16%
SA
211
SRH Advisors
Kansas
$13.6M +$10.3M +436,650 +309%
MOS
212
MGO One Seven
Ohio
$13.6M +$7.57M +320,790 +125%
KC
213
Kades & Cheifetz
Pennsylvania
$13.6M -$103K -4,353 -0.7%
TFA
214
Trinity Financial Advisors
Ohio
$13.4M +$1.02M +43,080 +8%
FNC
215
First National Corp
Massachusetts
$13.3M +$344K +14,583 +3%
WFPG
216
Waller Financial Planning Group
Ohio
$13.2M -$17.1K -726 -0.1%
SA
217
Strategic Advocates
Utah
$13.2M +$13.2M +558,471 New
BEAM
218
Baker Ellis Asset Management
Washington
$13.1M +$138K +5,841 +1%
MCM
219
MAI Capital Management
Ohio
$13M +$5.77M +244,719 +80%
BWM
220
BCGM Wealth Management
Indiana
$12.9M -$182K -7,707 -1%
CAG
221
Csenge Advisory Group
Florida
$12.9M -$858K -36,363 -6%
RCA
222
Reitz Capital Advisors
Michigan
$12.9M +$11.4M +485,688 +774%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$12.8M -$143K -6,078 -1%
WMWM
224
Whitaker-Myers Wealth Managers
Ohio
$12.8M +$2.27M +96,342 +22%
VNA
225
Valley National Advisers
Pennsylvania
$12.8M -$1.19M -50,457 -9%
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