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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 %
RA
426
Rodgers & Associates
Pennsylvania
$4.49M +$164K +6,528 +4%
SWM
427
Sendero Wealth Management
Texas
$4.48M +$24.5K +972 +0.5%
SKK
428
Shepherd Kaplan Krochuk
Massachusetts
$4.43M -$239K -9,492 -5%
NIC
429
Northwest Investment Counselors
Oregon
$4.43M +$3.25K +129 +0.1%
PNC Financial Services Group
430
PNC Financial Services Group
Pennsylvania
$4.42M +$828K +32,886 +23%
AssetMark Inc
431
AssetMark Inc
California
$4.4M -$383K -15,204 -8%
PCWA
432
Pacific Capital Wealth Advisors
California
$4.4M -$40.3K -1,599 -0.9%
SBL
433
Sargent Bickham Lagudis
Colorado
$4.36M -$139K -5,502 -3%
CL
434
COWA LLC
Oklahoma
$4.36M -$85.4K -3,078 -2%
FWM
435
ForthRight Wealth Management
Georgia
$4.28M -$29.2K -1,161 -0.7%
AWMG
436
Alliance Wealth Management Group
New Jersey
$4.28M -$152K -6,018 -3%
TCM
437
Towercrest Capital Management
Pennsylvania
$4.28M -$152K -6,018 -3%
IF
438
Intrua Financial
Texas
$4.26M -$238K -9,498 -5%
HT
439
HighTower Trust
Texas
$4.22M +$4.22M +169,104 New
GB
440
Gunma Bank
Japan
$4.16M -$1.13M -45,000 -21%
JSL
441
JT Stratford LLC
Georgia
$4.13M +$496K +19,716 +14%
SOS
442
Silver Oak Securities
Tennessee
$4.11M -$2.19M -86,928 -35%
CF
443
Centaurus Financial
California
$4.08M +$43K +1,707 +1%
RCWM
444
Royal Capital Wealth Management
Indiana
$4.07M +$1.66M +65,949 +69%
FAIM
445
Financial Advocates Investment Management
Washington
$4.05M +$3.04M +120,744 +301%
EFG
446
Everhart Financial Group
Ohio
$4.03M -$63.8K -2,538 -2%
CS
447
Comerica Securities
Michigan
$4.02M +$315K +12,525 +9%
AF
448
Advisornet Financial
Minnesota
$3.99M +$2.17M +86,226 +119%
PCIA
449
Prime Capital Investment Advisors
Kansas
$3.99M +$3.99M +158,556 New
AOG
450
Alpha Omega Group
Virginia
$3.97M +$688K +27,306 +21%
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