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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,335 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 698 increasing their positions, 385 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
21.37%
Holding in Top 10
262
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.5%
% of All Funds
4.19%
New
122
Increased
698
Reduced
385
Closed
73
Calls
$93.4M
Puts
$50.2M
Net Calls
+$43.2M
Net Calls Change
-$6.95M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$716M
2
LPL Financial
LPL Financial
California
$740M
3
RWM
Rezny Wealth Management
Florida
$64.7M
4
Cerity Partners
Cerity Partners
New York
$50.3M
5
FT
Fiduciary Trust
Massachusetts
$72.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$638M
2
MIH
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
Wells Fargo
California
$254M
5
BDWCC
B&D White Capital Company
Texas
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
226
Pennsylvania Capital Management
Pennsylvania
$12.6M +$1.37M +56,109 +12%
MA
227
MONECO Advisors
Connecticut
$12.5M +$2.53M +103,719 +25%
MTC
228
Matrix Trust Company
Colorado
$12.5M -$4.07M -167,016 -25%
DP
229
Denver PWM
Colorado
$12.4M +$566K +24,048 +5%
CAM
230
Cozad Asset Management
Illinois
$12.3M +$802K +32,907 +7%
KIM
231
Karpus Investment Management
New York
$12.3M -$310K -12,714 -2%
BGDI
232
BW Gestao de Investimentos
Brazil
$12.3M +$12.3M +504,000 New
TFA
233
Trinity Financial Advisors
Ohio
$12.3M +$567K +23,268 +5%
CWP
234
Concord Wealth Partners
Virginia
$12.3M -$646K -26,472 -5%
TFS
235
Thoroughbred Financial Services
Tennessee
$12.3M +$1.31M +53,649 +12%
PWP
236
Perfromance Wealth Partners
Illinois
$12.2M +$3.51M +143,994 +40%
FCAS
237
First Command Advisory Services
Texas
$12.2M +$9.14K +375 +0.1%
BWM
238
BCGM Wealth Management
Indiana
$12.1M -$742K -30,429 -6%
AWA
239
Acorn Wealth Advisors
Michigan
$12.1M -$167K -6,867 -1%
RW
240
RVW Wealth
California
$11.8M +$11M +451,464 +1,374%
MWA
241
MFA Wealth Advisors
Pennsylvania
$11.8M +$139K +5,691 +1%
PMG
242
ProVise Management Group
Florida
$11.8M -$902K -36,978 -7%
FC
243
Financial Consulate
Maryland
$11.7M +$320K +13,116 +3%
GFPC
244
Global Financial Private Client
Florida
$11.6M +$540K +22,023 +5%
DI
245
DAGCO Inc
Ohio
$11.6M +$2.81M +116,970 +32%
FFWA
246
FRG Family Wealth Advisors
Washington
$11.5M +$119K +4,866 +1%
KMWM
247
Keudell/Morrison Wealth Management
Oregon
$11.2M +$8.38M +343,824 +297%
PAI
248
Pittenger & Anderson Inc
Nebraska
$11M +$338K +13,875 +3%
IA
249
IFP Advisors
Florida
$11M -$6.71M -404,310 -38%
ES
250
Eagle Strategies
New York
$11M +$419K +17,190 +4%
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