SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MA
276
MONECO Advisors
Connecticut
$6.31M +$957K +43,212 +18%
BMCM
277
Burns Matteson Capital Management
New York
$6.21M +$119K +5,355 +2%
WT
278
Whittier Trust
California
$6.19M +$2.83M +127,611 +84%
MF
279
Meridian Financial
Massachusetts
$6.16M +$425K +19,197 +7%
EA
280
Eudaimonia Advisors
Tennessee
$6.14M +$36.5K +1,647 +0.6%
KIA
281
KCM Investment Advisors
California
$6.06M +$536K +24,210 +10%
IWM
282
IHT Wealth Management
Illinois
$6.06M +$4.36M +196,707 +256%
HBW
283
Hazlett, Burt & Watson
West Virginia
$5.96M +$264K +11,904 +5%
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
$5.93M +$392K +17,685 +7%
PWA
285
Providence Wealth Advisors
Illinois
$5.92M -$469K -18,786 -7%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$5.91M +$918K +40,734 +18%
SOS
287
Silver Oak Securities
Tennessee
$5.9M +$2.96M +125,307 +100%
VCP
288
Verus Capital Partners
Arizona
$5.89M +$319K +14,391 +6%
LPT
289
Legacy Private Trust
Wisconsin
$5.88M -$12.3K -555 -0.2%
PWS
290
Precision Wealth Strategies
Missouri
$5.85M -$2.38M -100,158 -29%
TC
291
Titleist Capital
Texas
$5.84M -$1.21M -54,543 -17%
Citadel Advisors
292
Citadel Advisors
Florida
$5.83M +$5.83M +263,214 New
APC
293
Asset Planning Corporation
Tennessee
$5.83M +$552K +24,927 +10%
MAG
294
Mayfair Advisory Group
Alabama
$5.8M +$160K +7,047 +3%
SB
295
Strategic Blueprint
Georgia
$5.76M +$874K +39,447 +18%
RG
296
Retirement Group
California
$5.74M -$3.55M -160,095 -38%
Citigroup
297
Citigroup
New York
$5.72M +$1.99M +89,805 +53%
ZIMP
298
Zimmermann Investment Management & Planning
Pennsylvania
$5.68M +$4.68M +211,542 +468%
TA
299
TrueWealth Advisors
Alabama
$5.68M +$1.79M +80,649 +46%
AWA
300
Arkadios Wealth Advisors
Georgia
$5.66M +$575K +25,983 +11%