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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.

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
1
Ameriprise
Minnesota
$649M
2
AAS
2
Avantax Advisory Services
Texas
$492M
3
LPL Financial
3
LPL Financial
California
$680M
4
Wells Fargo
4
Wells Fargo
California
$302M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$326M

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$1.99M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$6.42M
3
MNG
3
Manning & Napier Group
New York
$16.4M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
OWM
5
Olympus Wealth Management
Utah
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$136M 5,381,352 +5,381,352 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$133M 5,280,690 +1,183,314 +29%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$117M 4,634,448 +1,029,276 +29%
KeyBank National Association
29
KeyBank National Association
Ohio
$115M 4,575,744 +701,124 +18%
HighTower Advisors
30
HighTower Advisors
Illinois
$114M 4,541,385 +1,074,957 +31%
Creative Planning
31
Creative Planning
Kansas
$110M 4,370,196 +1,002,231 +30%
CCWM
32
Cassaday & Co Wealth Management
Virginia
$107M 4,243,050 +4,243,050 New
CTC
33
Central Trust Company
Missouri
$106M 4,192,578 +669,912 +19%
RJA
34
Raymond James & Associates
Florida
$105M 4,171,764 +553,599 +15%
KFP
35
Keystone Financial Planning
Ohio
$105M 4,163,694 +500,649 +14%
AAIM
36
Asset Advisors Investment Management
Georgia
$102M 4,042,791 +603 +0%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$102M 4,024,962 +1,285,947 +47%
SW
38
SVB Wealth
Massachusetts
$99.8M 3,962,193 +282,003 +8%
HWA
39
HHM Wealth Advisors
Tennessee
$97.2M 3,858,915 +109,581 +3%
MML Investors Services
40
MML Investors Services
Massachusetts
$89.5M 3,555,171 +1,381,722 +64%
FFN
41
Focus Financial Network
Minnesota
$87.7M 3,482,928 +179,268 +5%
Truist Financial
42
Truist Financial
North Carolina
$87.1M 3,457,572 +635,946 +23%
PA
43
Parallel Advisors
California
$85.2M 3,385,176 +1,562,376 +86%
OIA
44
OneDigital Investment Advisors
Kansas
$79.1M 3,141,369 +1,205,763 +62%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$76.8M 3,049,617 +106,266 +4%
Charles Schwab
46
Charles Schwab
California
$74.8M 2,970,315 +356,859 +14%
KAS
47
Kestra Advisory Services
Texas
$66.2M 2,629,572 +123,813 +5%
SAM
48
Securian Asset Management
Minnesota
$64.8M 2,574,000 – –
Stifel Financial
49
Stifel Financial
Missouri
$64.7M 2,571,087 +947,325 +58%
DADC
50
D.A. Davidson & Co
Montana
$63.8M 2,534,151 +161,217 +7%
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