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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,154 hedge funds and large institutions have $13.9B invested in Schwab US Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 640 increasing their positions, 294 reducing their positions, and 97 closing their positions.

Holders
1,154
Holders Change
-22
Holders Change %
-1.87%
% of All Funds
19.96%
Holding in Top 10
213
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.41%
% of All Funds
3.68%
New
93
Increased
640
Reduced
294
Closed
97
Calls
$53.2M
Puts
$23.1M
Net Calls
+$30.1M
Net Calls Change
+$3.42M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$204M
2
Bank of America
2
Bank of America
North Carolina
$461M
3
RC
3
RegentAtlantic Capital
New Jersey
$85.7M
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
Morgan Stanley
5
Morgan Stanley
New York
$453M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341M
2
CRC
2
Curi RMB Capital
Illinois
$22.6M
3
VWA
3
Visionary Wealth Advisors
Illinois
$3.88M
4
MAM
4
Madison Asset Management
Wisconsin
$24.6M
5
MNG
5
Manning & Napier Group
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIM
26
Asset Advisors Investment Management
Georgia
$89.5M -$8.15M -367,914 -8%
KeyBank National Association
27
KeyBank National Association
Ohio
$85.8M +$1.99M +90,006 +2%
RC
28
RegentAtlantic Capital
New Jersey
$85.7M +$80M +3,610,767 +1,380%
HWA
29
HHM Wealth Advisors
Tennessee
$83M +$3.93M +177,354 +5%
SW
30
SVB Wealth
Massachusetts
$81.5M +$6.64M +299,922 +9%
KFP
31
Keystone Financial Planning
Ohio
$81.1M +$11.2M +503,928 +16%
RJA
32
Raymond James & Associates
Florida
$80.1M +$23.6M +1,064,334 +42%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$79.8M +$12.5M +565,929 +19%
CTC
34
Central Trust Company
Missouri
$78M +$5.18M +233,769 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$76.8M +$44.3M +2,002,248 +137%
Creative Planning
36
Creative Planning
Kansas
$74.6M +$9.6M +433,545 +15%
FFN
37
Focus Financial Network
Minnesota
$73.2M +$4.54M +205,104 +7%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$65.2M +$9.77M +441,222 +18%
Truist Financial
39
Truist Financial
North Carolina
$62.5M +$3.05M +137,814 +5%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$61.2M -$8.34M -372,933 -12%
Charles Schwab
41
Charles Schwab
California
$57.9M +$31M +1,398,471 +115%
SAM
42
Securian Asset Management
Minnesota
$57M +$57M +2,574,000 New
KAS
43
Kestra Advisory Services
Texas
$55.5M +$10.1M +457,827 +22%
DADC
44
D.A. Davidson & Co
Montana
$52.5M +$2.46M +110,904 +5%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$48.5M +$2.59M +116,967 +6%
MML Investors Services
46
MML Investors Services
Massachusetts
$48.1M +$6.18M +279,138 +15%
CFO
47
CVA Family Office
Colorado
$47.8M +$5.54M +250,407 +13%
OIA
48
OneDigital Investment Advisors
Kansas
$42.9M +$36.8M +1,660,386 +603%
AAS
49
Ameritas Advisory Services
Nebraska
$41.9M +$8.42M +380,046 +25%
BWL
50
Bogart Wealth LLC
Virginia
$40.4M +$38.9M +1,754,586 +2,443%
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