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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 %
GSIAS
276
Garden State Investment Advisory Services
New Jersey
$9.09M +$9.09M +360,837 New
AI
277
Atria Investments
North Carolina
$9.02M +$117K +4,644 +1%
PWP
278
Perfromance Wealth Partners
Illinois
$9M +$9M +357,576 New
DI
279
DAGCO Inc
Ohio
$9M +$2.75M +111,543 +44%
SSWM
280
Sheets Smith Wealth Management
North Carolina
$8.95M +$20.4K +810 +0.2%
PIMG
281
Patriot Investment Management Group
Tennessee
$8.95M +$564K +22,155 +7%
AWS
282
AJ Wealth Strategies
New York
$8.87M +$3.7K +147 +0%
AWM
283
Aspire Wealth Management
Massachusetts
$8.87M +$329K +13,071 +4%
AWM
284
Avior Wealth Management
Nebraska
$8.73M +$387K +15,402 +5%
DFA
285
DHJJ Financial Advisors
Illinois
$8.6M -$474K -18,798 -5%
GVAG
286
Great Valley Advisor Group
Delaware
$8.58M +$7.37M +292,887 +613%
AT
287
American Trust
Kentucky
$8.54M +$376K +35,874 +5%
HCP
288
Holt Capital Partners
Texas
$8.48M +$73.3K +2,910 +0.9%
WT
289
Whittier Trust
California
$8.39M +$1.36M +53,895 +19%
KJWM
290
Kiley Juergens Wealth Management
Washington
$8.34M +$186K +7,404 +2%
BBW
291
Blue Barn Wealth
Utah
$8.19M -$32.6K -1,296 -0.4%
LFAS
292
Level Four Advisory Services
Texas
$8.17M +$732K +29,079 +10%
JWBC
293
John W. Brooker & Co
California
$8.17M -$33.5K -1,332 -0.4%
SFG
294
SevenBridge Financial Group
Pennsylvania
$8.16M +$743K +29,505 +10%
LWP
295
Laurel Wealth Planning
Minnesota
$8.16M -$46.2K -1,836 -0.6%
HBW
296
Hazlett, Burt & Watson
West Virginia
$8.14M +$1.37M +54,258 +20%
IWM
297
IHT Wealth Management
Illinois
$8.09M +$1.2M +47,547 +17%
GLA
298
Great Lakes Advisors
Illinois
$8.07M -$173K -6,882 -2%
CA
299
Cresta Advisors
Texas
$8M -$930K -36,927 -10%
WMWM
300
Whitaker-Myers Wealth Managers
Ohio
$7.95M +$7.95M +315,876 New
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