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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 %
BWA
326
Boulder Wealth Advisors
Colorado
$7.16M +$7.16M +284,406 New
CW
327
CreativeOne Wealth
Kansas
$7.15M +$777K +30,837 +12%
MF
328
Meridian Financial
Massachusetts
$7.12M +$114K +4,515 +2%
APC
329
Asset Planning Corporation
Tennessee
$7.1M +$474K +18,834 +7%
CP
330
Capital Planning
Washington
$7.06M +$7.06M +280,575 New
BIA
331
Bell Investment Advisors
California
$7.04M +$1.55M +61,728 +28%
VCP
332
Verus Capital Partners
Arizona
$7.04M +$336K +13,338 +5%
MS
333
Madden Securities
Texas
$7.02M +$4.17M +165,693 +147%
BWM
334
Benchmark Wealth Management
Connecticut
$6.91M +$1.55M +61,626 +29%
CFG
335
Cooper Financial Group
California
$6.85M +$671K +26,631 +11%
ZIMP
336
Zimmermann Investment Management & Planning
Pennsylvania
$6.82M +$357K +14,172 +6%
MWM
337
Meridian Wealth Management
Kentucky
$6.77M +$1.44M +57,234 +27%
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$6.7M -$37.2K -1,479 -0.6%
BMCM
339
Burns Matteson Capital Management
New York
$6.64M -$429K -17,028 -6%
WIM
340
WealthPlan Investment Management
Nebraska
$6.62M +$108K +4,158 +2%
SJIM
341
St. Johns Investment Management
Florida
$6.62M +$870K +34,554 +15%
PWS
342
Precision Wealth Strategies
Missouri
$6.61M +$414K +16,446 +7%
WP
343
WealthPLAN Partners
Nebraska
$6.58M +$6.58M +256,050 New
M&T Bank
344
M&T Bank
New York
$6.57M +$6.1M +242,190 +1,295%
AWA
345
Arkadios Wealth Advisors
Georgia
$6.55M +$109K +4,335 +2%
MAG
346
Mayfair Advisory Group
Alabama
$6.53M -$25K -975 -0.4%
LWM
347
Ledge Wealth Management
Minnesota
$6.46M +$1.24M +49,098 +24%
LGA
348
Lebenthal Global Advisors
New York
$6.42M +$2.55M +101,322 +66%
Two Sigma Investments
349
Two Sigma Investments
New York
$6.42M -$17.8M -706,200 -73%
MCA
350
Magnolia Capital Advisors
Mississippi
$6.33M +$6.33M +251,343 New
12 13
14
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