SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,317 hedge funds and large institutions have $19.1B invested in Schwab US Dividend Equity ETF in 2022 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 690 increasing their positions, 280 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+163
Holders Change %
+14.12%
% of All Funds
21.25%
Holding in Top 10
266
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+24.88%
% of All Funds
4.29%
New
229
Increased
690
Reduced
280
Closed
45
Calls
$99.5M
Puts
$49.3M
Net Calls
+$50.2M
Net Calls Change
+$20.1M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$649M
2
AAS
Avantax Advisory Services
Texas
$492M
3
LPL Financial
LPL Financial
California
$680M
4
Wells Fargo
Wells Fargo
California
$302M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$326M

Top Sellers

1
APW
Aurora Private Wealth
New Jersey
$1.99M
2
Two Sigma Investments
Two Sigma Investments
New York
$6.42M
3
MNG
Manning & Napier Group
New York
$16.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
OWM
Olympus Wealth Management
Utah
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
226
Trinity Financial Advisors
Ohio
$12.1M +$4.26M +169,299 +54%
HI
227
Hudock Inc
Pennsylvania
$12.1M +$9.39M +373,002 +349%
MWA
228
MFA Wealth Advisors
Pennsylvania
$12M -$177K -7,038 -1%
V
229
Veritable
Delaware
$12M -$3.02M -120,000 -20%
AWS
230
Aspen Wealth Strategies
Colorado
$12M +$12M +476,784 New
PCM
231
Pennsylvania Capital Management
Pennsylvania
$11.9M -$4.26M -164,391 -26%
CAM
232
Cozad Asset Management
Illinois
$11.9M +$3.48M +138,321 +41%
HSA
233
HBK Sorce Advisory
Pennsylvania
$11.8M +$5.86M +232,716 +98%
FFWA
234
FRG Family Wealth Advisors
Washington
$11.8M -$330K -13,110 -3%
FC
235
Financial Consulate
Maryland
$11.7M +$524K +20,829 +5%
NFG
236
Nations Financial Group
Iowa
$11.7M +$5.48M +217,629 +88%
D
237
Diversified
Delaware
$11.6M +$2.08M +82,779 +22%
PCM
238
Presidio Capital Management
California
$11.5M -$2.06M -81,792 -15%
HI
239
Horizon Investments
North Carolina
$11.4M +$11.4M +454,323 New
GFPC
240
Global Financial Private Client
Florida
$11.4M +$1.77M +70,455 +18%
BF
241
BOK Financial
Oklahoma
$11.4M +$1.96M +77,778 +21%
TFS
242
Thoroughbred Financial Services
Tennessee
$11.3M +$2.71M +107,751 +32%
Goldman Sachs
243
Goldman Sachs
New York
$11.3M -$8.18M -324,705 -42%
NFG
244
Northeast Financial Group
Pennsylvania
$11.2M -$2.73M -108,495 -20%
PAI
245
Pittenger & Anderson Inc
Nebraska
$11M +$1.01M +40,287 +10%
B
246
Bensler
Washington
$11M -$1.21K -48 -0%
ES
247
Eagle Strategies
New York
$10.9M +$10.9M +433,458 New
YIA
248
YHB Investment Advisors
Connecticut
$10.9M +$1.13M +44,793 +12%
LHEI
249
Leo H. Evart Inc
California
$10.8M -$254K -10,089 -2%
OPS
250
Orion Portfolio Solutions
Nebraska
$10.8M +$1.07M +42,384 +11%
8 9
10
11 12