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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 %
CA
301
CGN Advisors
Kansas
$7.93M +$2.55M +101,073 +47%
AF
302
Allworth Financial
California
$7.89M -$3.32M -131,694 -30%
DOA
303
D'Orazio & Associates
Virginia
$7.86M +$4.62M +183,489 +143%
NB
304
NBT Bank
New York
$7.86M -$253K -10,032 -3%
Citigroup
305
Citigroup
New York
$7.86M +$1.36M +53,883 +21%
SB
306
Strategic Blueprint
Georgia
$7.85M +$1.31M +51,834 +20%
ASN
307
Advisory Services Network
Georgia
$7.82M +$554K +21,996 +8%
SFA
308
Sequoia Financial Advisors
Ohio
$7.81M +$2.44M +96,927 +45%
SWP
309
Stratos Wealth Partners
Ohio
$7.78M +$485K +19,257 +7%
MTWM
310
Masso Torrence Wealth Management
New Jersey
$7.76M +$486K +19,320 +7%
CAG
311
Compass Advisory Group
New York
$7.66M -$3.04M -118,254 -28%
CWM
312
Curi Wealth Management
North Carolina
$7.59M +$1.73M +68,673 +30%
EA
313
Eudaimonia Advisors
Tennessee
$7.56M +$574K +22,815 +8%
TC
314
Titleist Capital
Texas
$7.56M +$915K +36,330 +14%
SAM
315
Smithbridge Asset Management
Pennsylvania
$7.56M -$142K -5,652 -2%
BC
316
Burleson & Co
California
$7.5M +$2.12K +84 +0%
WA
317
Waverly Advisors
Alabama
$7.48M +$6.96M +276,390 +1,328%
TA
318
TrueWealth Advisors
Alabama
$7.48M +$1.02M +40,605 +16%
CAL
319
Capital Analysts LLC
Pennsylvania
$7.47M +$142K +5,643 +2%
ICM
320
Islay Capital Management
Texas
$7.45M -$175K -6,963 -2%
CAMV
321
Concord Asset Management (Virginia)
Virginia
$7.44M +$1.19M +47,319 +19%
WIP
322
WealthCare Investment Partners
Rhode Island
$7.37M +$1.05M +41,844 +17%
KIA
323
KCM Investment Advisors
California
$7.29M +$390K +15,492 +6%
CST
324
Charles Schwab Trust
Nevada
$7.26M -$1.26M -50,052 -15%
MFA
325
Mayflower Financial Advisors
Massachusetts
$7.2M +$6.41M +254,589 +813%
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