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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 %
RC
401
Rovin Capital
Arizona
$4.98M +$2.14M +84,981 +75%
CA
402
CapWealth Advisors
Tennessee
$4.98M +$4.1M +162,702 +464%
AAP
403
Arax Advisory Partners
Colorado
$4.93M -$502K -19,917 -9%
VWA
404
Visionary Wealth Advisors
Illinois
$4.9M +$484K +19,203 +11%
ACI
405
Alpha Cubed Investments
California
$4.88M +$541K +21,474 +12%
PCMN
406
Paradigm Capital Management (Nevada)
Nevada
$4.86M +$66.7K +2,649 +1%
BFEC
407
Benjamin F. Edwards & Company
Missouri
$4.8M +$681K +27,033 +17%
USCWA
408
U.S. Capital Wealth Advisors
Texas
$4.78M -$20.2K -801 -0.4%
FA
409
Fagan Associates
New York
$4.77M +$693K +27,531 +17%
CA
410
Cambridge Advisors
Nebraska
$4.75M +$227K +9,021 +5%
ST
411
Smithfield Trust
Pennsylvania
$4.74M +$321K +12,759 +7%
CS
412
Crescent Sterling
Louisiana
$4.72M +$4.72M +187,491 New
EWA
413
Evolution Wealth Advisors
Florida
$4.7M +$39.3K +1,560 +0.8%
CIAS
414
Capital Investment Advisory Services
North Carolina
$4.68M +$463K +18,372 +11%
SAS
415
Sage Advisory Services
Texas
$4.67M +$41.9K +1,662 +0.9%
LNB
416
Ledyard National Bank
$4.64M +$1.13M +44,706 +32%
Northern Trust
417
Northern Trust
Illinois
$4.63M +$286K +11,346 +7%
CGA
418
Crescent Grove Advisors
Illinois
$4.61M +$29.6K +1,176 +0.6%
BAAM
419
Baker Avenue Asset Management
California
$4.57M +$655K +25,995 +17%
HA
420
Hofer & Associates
California
$4.57M +$191K +7,578 +4%
HNWAG
421
High Net Worth Advisory Group
Florida
$4.52M +$3.4K +135 +0.1%
ACS
422
Archford Capital Strategies
Illinois
$4.51M -$531K -21,069 -11%
AIA
423
Armor Investment Advisors
North Carolina
$4.51M +$317K +12,573 +8%
AFS
424
Access Financial Services
Minnesota
$4.51M +$205K +8,130 +5%
NS
425
Newman & Schimel
Illinois
$4.5M +$756K +30,009 +20%
15 16
17
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