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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,176 hedge funds and large institutions have $13.5B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 654 increasing their positions, 276 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+9
Holders Change %
+0.77%
% of All Funds
19.89%
Holding in Top 10
204
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.81%
% of All Funds
3.45%
New
98
Increased
654
Reduced
276
Closed
71
Calls
$57M
Puts
$30.4M
Net Calls
+$26.6M
Net Calls Change
+$20.8M

Top Buyers

1
MIH
Meitav Investment House
Israel
+$129M
2
MFG
Merit Financial Group
Georgia
+$122M
3
LPL Financial
LPL Financial
California
+$105M
4
SW
SVB Wealth
Massachusetts
+$79M
5
CRC
Curi RMB Capital
Illinois
+$74.7M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$36.7M
2
EWP
Engrave Wealth Partners
Texas
-$29.7M
3
FANJ
Financial Architects (New Jersey)
New Jersey
-$21.5M
4
DP
DDD Partners
Washington
-$19.1M
5
MNG
Manning & Napier Group
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
226
Charles Schwab Trust
Nevada
$8.28M +$383K +16,047 +5%
PWS
227
Precision Wealth Strategies
Missouri
$8.22M +$2.66M +112,005 +48%
MWM
228
Meridian Wealth Management
Kentucky
$8.16M +$6.65M +278,436 +439%
PAG
229
Powers Advisory Group
Illinois
$8.15M +$667K +27,936 +9%
SWP
230
Stratos Wealth Partners
Ohio
$8.13M +$2.58M +107,901 +46%
NB
231
NBT Bank
New York
$8.12M -$678K -28,410 -8%
OPS
232
Orion Portfolio Solutions
Nebraska
$8.06M +$2.63M +110,163 +48%
AWS
233
AJ Wealth Strategies
New York
$8.02M -$133K -5,589 -2%
LWP
234
Laurel Wealth Planning
Minnesota
$7.86M +$2.44M +102,219 +45%
AWM
235
AE Wealth Management
Kansas
$7.85M -$11.6M -485,922 -60%
JWBC
236
John W. Brooker & Co
California
$7.8M +$747K +31,272 +11%
AWM
237
Aspire Wealth Management
Massachusetts
$7.73M +$251K +10,515 +3%
IAS
238
Investment Advisory Services
Texas
$7.73M +$5.8M +236,052 +301%
PIMG
239
Patriot Investment Management Group
Tennessee
$7.68M +$798K +33,432 +12%
HCP
240
Holt Capital Partners
Texas
$7.61M +$321K +13,425 +4%
JC
241
JB Capital
Connecticut
$7.61M +$640K +26,784 +9%
TC
242
Titleist Capital
Texas
$7.6M +$1.67M +70,119 +28%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$7.6M +$4.17M +174,489 +121%
TFS
244
Thoroughbred Financial Services
Tennessee
$7.56M +$1.4M +58,689 +23%
FMC
245
First Merchants Corp
Indiana
$7.48M -$94.4K -3,954 -1%
BBW
246
Blue Barn Wealth
Utah
$7.48M +$346K +14,493 +5%
ASN
247
Advisory Services Network
Georgia
$7.42M +$1.27M +53,097 +21%
GRP
248
Global Retirement Partners
California
$7.39M +$365K +15,291 +5%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$7.34M +$7.34M +307,239 New
CAL
250
Capital Analysts LLC
Pennsylvania
$7.21M +$942K +39,441 +15%
8 9
10
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