Schwab US Dividend Equity ETF
SCHD
SCHD
1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$141M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$122M |
| 3 |
JPMorgan Chase & Co
New York
|
+$59.9M |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$51.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$47.5M |
Top Sellers
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$63.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$51.3M |
| 3 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$48.7M |
| 4 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$47.7M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$45.9M |
