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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 %
LPL Financial
1
LPL Financial
California
$798M 11,272,535 +503,970 +5%
CSIA
2
Charles Schwab Investment Advisory
California
$682M 9,635,855 -64,908 -0.7%
Bank of America
3
Bank of America
North Carolina
$652M 9,216,035 +1,847,560 +25%
Morgan Stanley
4
Morgan Stanley
New York
$576M 8,142,739 -23,862 -0.3%
Wealthfront Advisers
5
Wealthfront Advisers
California
$551M 7,781,203 -307,897 -4%
Ameriprise
6
Ameriprise
Minnesota
$546M 7,736,637 -1,362,392 -15%
SIS
7
Strategic Investment Solutions
Illinois
$544M 7,382,413 +7,250,412 +5,493%
AAS
8
Avantax Advisory Services
Texas
$528M 7,458,984 +266,516 +4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$509M 7,190,398 -829,875 -10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$409M 5,778,626 +145,168 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$385M 5,438,169 +742,598 +16%
WANY
12
Wealthspire Advisors (New York)
New York
$384M 5,421,883 -232,256 -4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$367M 5,188,556 +96,234 +2%
UBS Group
14
UBS Group
Switzerland
$347M 4,897,022 -88,955 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$313M 4,422,807 +348,710 +9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$308M 4,349,008 +95,086 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$303M 4,280,883 +451,744 +12%
OWM
18
Orgel Wealth Management
Wisconsin
$290M 4,097,923 -31,370 -0.8%
APP
19
Avantax Planning Partners
Iowa
$257M 3,638,980 +16,823 +0.5%
Wells Fargo
20
Wells Fargo
California
$242M 3,416,357 -105,859 -3%
MFG
21
Merit Financial Group
Georgia
$222M 3,134,269 +112,286 +4%
Mariner
22
Mariner
Kansas
$154M 2,179,771 +79,108 +4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$152M 2,146,637 +30,272 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$147M 2,072,833 -44,911 -2%
RJA
25
Raymond James & Associates
Florida
$134M 1,900,212 +212,476 +13%
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