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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 %
JWS
376
Juncture Wealth Strategies
Arizona
$5.65M -$1.74M -69,201 -24%
SGI
377
Summit Global Investments
Utah
$5.63M +$749K +29,760 +15%
FCA
378
FLC Capital Advisors
California
$5.63M -$72.8K -2,892 -1%
WWC
379
Waypoint Wealth Counsel
Georgia
$5.61M +$5.61M +222,936 New
LPT
380
Legacy Private Trust
Wisconsin
$5.61M -$1.07M -42,477 -16%
OCG
381
Opus Capital Group
Ohio
$5.61M +$49.3K +1,959 +0.9%
JWCA
382
J.W. Cole Advisors
Florida
$5.52M -$105K -4,158 -2%
GSIS
383
Global Strategic Investment Solutions
Arizona
$5.51M +$2.19K +87 +0%
EWM
384
Evergreen Wealth Management
Michigan
$5.46M +$5.46M +219,945 New
RF
385
Rollins Financial
Georgia
$5.43M +$611K +24,273 +13%
SFG
386
SNS Financial Group
Minnesota
$5.42M +$303K +12,051 +6%
HA
387
HC Advisors
Georgia
$5.38M -$23.8K -945 -0.4%
PBO
388
Peoples Bank (Ohio)
Ohio
$5.33M -$226K -8,994 -4%
BW
389
Bison Wealth
Georgia
$5.28M +$3.35M +132,060 +173%
HAS
390
HBW Advisory Services
California
$5.27M +$776K +30,810 +17%
OPA
391
Old Port Advisors
Maine
$5.24M +$486K +19,314 +10%
HWM
392
Heirloom Wealth Management
Colorado
$5.19M +$5.19M +206,256 New
DBRC
393
D.B. Root & Company
Pennsylvania
$5.19M +$423K +16,797 +9%
BFM
394
Boston Financial Management
Massachusetts
$5.17M -$133K -5,265 -2%
WIA
395
World Investment Advisors
California
$5.16M -$47.2K -1,875 -0.9%
SAMT
396
Select Asset Management & Trust
Pennsylvania
$5.15M +$39.3K +1,560 +0.8%
SEI Investments
397
SEI Investments
Pennsylvania
$5.13M +$867K +34,416 +20%
CCG
398
Coastwise Capital Group
California
$5.11M +$564K +22,410 +12%
IA
399
IFG Advisory
Georgia
$5.1M +$674K +26,763 +15%
RDWM
400
Red Door Wealth Management
Tennessee
$5.01M +$127K +5,061 +3%
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16
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