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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,154 hedge funds and large institutions have $13.9B invested in Schwab US Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 640 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
-22
Holders Change %
-1.87%
% of All Funds
19.96%
Holding in Top 10
213
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.41%
% of All Funds
3.68%
New
93
Increased
640
Reduced
294
Closed
97
Calls
$53.2M
Puts
$23.1M
Net Calls
+$30.1M
Net Calls Change
+$3.42M

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$90.5M
2
Bank of America
Bank of America
North Carolina
+$83.8M
3
RC
RegentAtlantic Capital
New Jersey
+$80M
4
Ameriprise
Ameriprise
Minnesota
+$75.4M
5
Morgan Stanley
Morgan Stanley
New York
+$71.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$50.8M
2
CRC
Curi RMB Capital
Illinois
-$46.6M
3
VWA
Visionary Wealth Advisors
Illinois
-$16.2M
4
MAM
Madison Asset Management
Wisconsin
-$16.1M
5
MNG
Manning & Napier Group
New York
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
226
Fifth Third Securities
Ohio
$8.47M +$669K +30,210 +9%
CBFP
227
Cedar Brook Financial Partners
Ohio
$8.41M +$448K +20,220 +6%
D
228
Diversified
Delaware
$8.38M -$1.63M -73,509 -16%
CAG
229
Curtis Advisory Group
California
$8.37M +$15.1K +684 +0.2%
FFC
230
Fure Financial Corporation
Minnesota
$8.33M -$41.1K -1,857 -0.5%
SFWC
231
Strategic Family Wealth Counselors
New Jersey
$8.32M +$255K +11,514 +3%
PAG
232
Powers Advisory Group
Illinois
$8.3M +$740K +33,426 +10%
BF
233
BOK Financial
Oklahoma
$8.27M +$1.96M +88,545 +31%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$8.11M +$1.06M +47,874 +15%
DFA
235
DHJJ Financial Advisors
Illinois
$7.97M -$24.5K -1,107 -0.3%
RF
236
Robbins Farley
New Hampshire
$7.88M +$10.7K +483 +0.1%
HF
237
Halpern Financial
Virginia
$7.86M +$6.99M +315,870 +811%
SSWM
238
Sheets Smith Wealth Management
North Carolina
$7.85M +$39.6K +1,788 +0.5%
CA
239
Cresta Advisors
Texas
$7.85M +$7.85M +354,615 New
AI
240
Atria Investments
North Carolina
$7.83M +$3.15M +142,194 +67%
CWM
241
Cedar Wealth Management
California
$7.81M +$3.28M +148,125 +72%
LNC
242
Lincoln National Corp
Pennsylvania
$7.81M +$1.21M +54,612 +18%
AWS
243
AJ Wealth Strategies
New York
$7.8M +$364K +16,437 +5%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$7.67M +$7.67M +346,305 New
JF
245
Joule Financial
Kentucky
$7.63M +$2.88M +129,840 +60%
TFS
246
Thoroughbred Financial Services
Tennessee
$7.55M +$541K +24,435 +8%
AWM
247
Aspire Wealth Management
Massachusetts
$7.51M +$342K +15,459 +5%
CST
248
Charles Schwab Trust
Nevada
$7.5M -$179K -8,094 -2%
CAM
249
Cozad Asset Management
Illinois
$7.41M +$1.36M +61,401 +22%
HCP
250
Holt Capital Partners
Texas
$7.39M +$330K +14,910 +5%
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