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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 %
William Blair & Company
351
William Blair & Company
Illinois
$6.21M +$549K +21,813 +10%
RF
352
Robbins Farley
New Hampshire
$6.19M -$2.77M -109,983 -31%
OHWP
353
Oak Harbor Wealth Partners
North Carolina
$6.18M +$235K +9,345 +4%
AC
354
Avant Capital
Louisiana
$6.16M -$148K -5,886 -2%
PWA
355
Providence Wealth Advisors
Illinois
$6.16M +$162K +6,438 +3%
GB
356
Goepper Burkhardt
South Carolina
$6.15M +$1.87M +74,319 +44%
VFIC
357
Valley Forge Investment Consultants
Pennsylvania
$6.13M +$970K +38,505 +19%
PVAMC
358
PPS&V Asset Management Consultants
Michigan
$6.13M +$6.13M +243,360 New
UWM
359
USAdvisors Wealth Management
Minnesota
$6.05M +$211K +8,373 +4%
AWM
360
Apollon Wealth Management
South Carolina
$6.05M +$2.42M +95,943 +66%
CFGS
361
Concourse Financial Group Securities
Alabama
$6.02M +$873K +34,662 +17%
TA
362
TruWealth Advisors
Louisiana
$6.01M +$1.52M +60,537 +34%
CFMC
363
Curbstone Financial Management Corp
New Hampshire
$5.97M +$303K +12,030 +5%
AOWM
364
Alpha Omega Wealth Management
Virginia
$5.97M -$196K -7,776 -3%
TYCC
365
Texas Yale Capital Corp
Florida
$5.94M +$233K +9,273 +4%
SFWA
366
Summit Financial Wealth Advisors
Louisiana
$5.92M +$1.05M +41,868 +22%
MA
367
MBA Advisors
Pennsylvania
$5.89M +$364K +14,463 +7%
BIP
368
Blueprint Investment Partners
North Carolina
$5.88M – – –
PFO
369
Pathstone Family Office
New Jersey
$5.85M +$20.1K +1,326 +0.3%
PTP
370
Platform Technology Partners
New York
$5.81M -$282K -11,184 -5%
AUB
371
Atlantic Union Bankshares
Virginia
$5.8M +$812K +32,259 +16%
CWA
372
Canvas Wealth Advisors
Kansas
$5.76M +$500K +19,827 +10%
Brown Advisory
373
Brown Advisory
Maryland
$5.76M +$139K +5,520 +2%
MCC
374
Money Concepts Capital
Florida
$5.73M +$5.16M +205,062 +912%
CCM
375
Coldstream Capital Management
Washington
$5.67M +$5.67M +225,216 New
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