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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$278M
2
CAM
Cresset Asset Management
Illinois
$124M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
4
OWM
Orgel Wealth Management
Wisconsin
$300M
5
LPL Financial
LPL Financial
California
$782M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$123M
2
Ameriprise
Ameriprise
Minnesota
$661M
3
BWL
Bogart Wealth LLC
Virginia
$498K
4
CL
COWA LLC
Oklahoma
$3.72M
5
SW
SVB Wealth
Massachusetts
$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
226
Denver PWM
Colorado
$12.7M -$61.5K -2,538 -0.5%
DI
227
DAGCO Inc
Ohio
$12.7M +$1.19M +49,689 +10%
ACM
228
Alpha Capital Management
Texas
$12.7M – – –
CAM
229
Cozad Asset Management
Illinois
$12.6M +$324K +13,380 +3%
TAM
230
Titleist Asset Management
Texas
$12.5M +$3.84M +158,661 +44%
MCM
231
Mendel Capital Management
Arkansas
$12.5M -$305K -12,597 -2%
PWP
232
Perfromance Wealth Partners
Illinois
$12.4M +$275K +11,343 +2%
AWA
233
Acorn Wealth Advisors
Michigan
$12.2M +$239K +9,891 +2%
FCAS
234
First Command Advisory Services
Texas
$12.2M +$71.5K +2,952 +0.6%
BGDI
235
BW Gestao de Investimentos
Brazil
$12.2M – – –
Goldman Sachs
236
Goldman Sachs
New York
$12M -$10.6M -436,683 -47%
TFS
237
Thoroughbred Financial Services
Tennessee
$12M -$154K -6,363 -1%
MWA
238
MFA Wealth Advisors
Pennsylvania
$11.9M +$244K +10,083 +2%
KMWM
239
Keudell/Morrison Wealth Management
Oregon
$11.8M +$672K +27,762 +6%
MA
240
MONECO Advisors
Connecticut
$11.8M -$640K -26,457 -5%
FC
241
Financial Consulate
Maryland
$11.7M +$158K +6,519 +1%
PWM
242
Perigon Wealth Management
California
$11.6M +$8.11M +335,106 +229%
PAG
243
Powers Advisory Group
Illinois
$11.6M +$1.09M +45,015 +10%
MMA
244
Miracle Mile Advisors
California
$11.5M -$3.63M -149,847 -24%
FHC
245
First Heartland Consultants
Missouri
$11.5M +$696K +28,752 +6%
IA
246
IFP Advisors
Florida
$11.3M -$4.74M -195,795 -30%
PCM
247
Presidio Capital Management
California
$11.2M +$563K +23,268 +5%
FFWA
248
FRG Family Wealth Advisors
Washington
$11.2M -$188K -7,755 -2%
AI
249
Atria Investments
North Carolina
$11.2M -$2.38M -98,199 -18%
IWM
250
IHT Wealth Management
Illinois
$11.1M +$1.71M +70,719 +18%
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