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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
+$159M
2
AAS
Avantax Advisory Services
Texas
+$154M
3
LPL Financial
LPL Financial
California
+$102M
4
Wells Fargo
Wells Fargo
California
+$102M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$99.3M

Top Sellers

1
APW
Aurora Private Wealth
New Jersey
-$31.9M
2
Two Sigma Investments
Two Sigma Investments
New York
-$17.8M
3
MNG
Manning & Napier Group
New York
-$15M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$14.2M
5
OWM
Olympus Wealth Management
Utah
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
251
BCS Wealth Management
Tennessee
$10.8M -$196K -7,803 -2%
FI
252
Financial Insights
Washington
$10.6M +$5.09M +202,062 +92%
WLPWM
253
Walled Lake Planning & Wealth Management
Illinois
$10.6M -$12.7K -504 -0.1%
FHC
254
First Heartland Consultants
Missouri
$10.6M +$4.2M +166,926 +66%
CNWM
255
Clay Northam Wealth Management
California
$10.5M +$339K +13,470 +3%
CBFP
256
Cedar Brook Financial Partners
Ohio
$10.4M +$868K +34,491 +9%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$10.4M -$472K -23,526 -4%
MA
258
MONECO Advisors
Connecticut
$10.3M +$3.14M +124,593 +44%
MSA
259
McAlister Sweet & Associates
Texas
$10.3M +$2.21M +87,693 +27%
CMP
260
Courage Miller Partners
Virginia
$10.2M +$139K +5,535 +1%
RG
261
Retirement Group
California
$10.1M +$3.56M +141,555 +55%
RWA
262
Rainsberger Wealth Advisors
Colorado
$10.1M +$3.8M +150,765 +60%
WAG
263
Winthrop Advisory Group
Massachusetts
$10.1M +$78.8K +3,129 +0.8%
FMC
264
First Merchants Corp
Indiana
$10M -$215K -8,532 -2%
PAG
265
Powers Advisory Group
Illinois
$9.82M +$392K +15,573 +4%
PIA
266
Panoramic Investment Advisors
Colorado
$9.74M +$9.74M +386,646 New
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$9.71M +$497K +19,722 +5%
FTS
268
Fifth Third Securities
Ohio
$9.71M +$81.4K +3,231 +0.8%
RC
269
Roundview Capital
New Jersey
$9.55M +$5.78M +229,563 +153%
AWM
270
AE Wealth Management
Kansas
$9.54M +$1.98M +78,474 +26%
SFWC
271
Strategic Family Wealth Counselors
New Jersey
$9.44M -$19.4K -771 -0.2%
SCM
272
Spreng Capital Management
Ohio
$9.42M -$254K -10,101 -3%
JF
273
Joule Financial
Kentucky
$9.27M +$595K +23,634 +7%
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$9.19M +$2.54M +100,371 +38%
CAG
275
Curtis Advisory Group
California
$9.11M -$412K -16,350 -4%
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