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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 %
IRC
451
Investors Research Corp
Georgia
$3.97M +$213K +8,475 +6%
NG
452
Northstar Group
New York
$3.96M -$41K -1,629 -1%
EWA
453
EverSource Wealth Advisors
Alabama
$3.95M -$95.3K -3,783 -2%
GGI
454
GPM Growth Investors
Michigan
$3.94M +$218K +8,664 +6%
AA
455
Apriem Advisors
California
$3.89M +$27K +1,074 +0.7%
US Bancorp
456
US Bancorp
Minnesota
$3.89M +$1.63M +64,740 +72%
BAM
457
Belpointe Asset Management
Nevada
$3.84M -$1.04M -41,211 -21%
MGIA
458
Moneta Group Investment Advisors
Missouri
$3.83M -$35.9K -1,398 -0.9%
SIM
459
Seaview Investment Managers
Florida
$3.81M -$36.3K -1,440 -0.9%
ECML
460
Eagle Capital Management (Louisiana)
Louisiana
$3.79M +$80.1K +3,180 +2%
PPP
461
Private Portfolio Partners
New Jersey
$3.79M +$154K +6,108 +4%
DWM
462
Dakota Wealth Management
Florida
$3.79M +$560K +22,227 +17%
BRWA
463
B. Riley Wealth Advisors
Florida
$3.73M +$748K +29,703 +25%
SA
464
SRH Advisors
Kansas
$3.72M -$7.86K -312 -0.2%
DC
465
Davenport & Co
Virginia
$3.7M +$547K +21,723 +17%
UBG
466
United Bank (Georgia)
Georgia
$3.66M +$18.6K +738 +0.5%
SWM
467
Spire Wealth Management
Virginia
$3.61M +$1M +39,789 +38%
AWM
468
Aevitas Wealth Management
Massachusetts
$3.61M +$1.05M +41,889 +41%
CPP
469
Capasso Planning Partners
South Carolina
$3.58M +$153K +6,072 +4%
RW
470
Regimen Wealth
Georgia
$3.58M +$3.58M +142,128 New
VF
471
VitalStone Financial
Texas
$3.56M +$3.56M +141,864 New
SFMG
472
Sage Financial Management Group
Virginia
$3.55M +$562K +22,317 +19%
VFP
473
Verus Financial Partners
Virginia
$3.55M +$3.55M +138,117 New
ANTB
474
AMG National Trust Bank
Colorado
$3.53M +$539K +21,411 +18%
ML
475
McAdam LLC
Pennsylvania
$3.51M -$1.14M -42,330 -25%
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