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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,335 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 698 increasing their positions, 385 reducing their positions, and 73 closing their positions.

Holders
1,335
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
21.37%
Holding in Top 10
262
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.5%
% of All Funds
4.19%
New
122
Increased
698
Reduced
385
Closed
73
Calls
$93.4M
Puts
$50.2M
Net Calls
+$43.2M
Net Calls Change
-$6.95M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$716M
2
LPL Financial
2
LPL Financial
California
$740M
3
RWM
3
Rezny Wealth Management
Florida
$64.7M
4
Cerity Partners
4
Cerity Partners
New York
$50.3M
5
FT
5
Fiduciary Trust
Massachusetts
$72.1M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$638M
2
MIH
2
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
4
Wells Fargo
California
$254M
5
BDWCC
5
B&D White Capital Company
Texas
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$122M 4,999,662 +827,898 +20%
KeyBank National Association
27
KeyBank National Association
Ohio
$114M 4,675,914 +100,170 +2%
Creative Planning
28
Creative Planning
Kansas
$112M 4,612,137 +241,941 +6%
CCWM
29
Cassaday & Co Wealth Management
Virginia
$112M 4,591,638 +348,588 +8%
PA
30
Parallel Advisors
California
$110M 4,519,689 +1,134,513 +34%
KFP
31
Keystone Financial Planning
Ohio
$108M 4,439,607 +275,913 +7%
CTC
32
Central Trust Company
Missouri
$107M 4,369,713 +177,135 +4%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$103M 4,272,531 +247,569 +6%
HighTower Advisors
34
HighTower Advisors
Illinois
$103M 4,222,239 -319,146 -7%
HWA
35
HHM Wealth Advisors
Tennessee
$98.3M 4,032,393 +173,478 +4%
AAIM
36
Asset Advisors Investment Management
Georgia
$97.7M 4,006,215 -36,576 -0.9%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$91.1M 3,735,543 +685,926 +22%
KAS
38
Kestra Advisory Services
Texas
$87.9M 3,603,450 +973,878 +37%
Truist Financial
39
Truist Financial
North Carolina
$86.9M 3,565,065 +107,493 +3%
MML Investors Services
40
MML Investors Services
Massachusetts
$85.9M 3,523,746 -31,425 -0.9%
FFN
41
Focus Financial Network
Minnesota
$84.5M 3,465,309 -17,619 -0.5%
SW
42
SVB Wealth
Massachusetts
$83.1M 3,408,552 -553,641 -14%
Charles Schwab
43
Charles Schwab
California
$73.8M 3,028,056 +57,741 +2%
Stifel Financial
44
Stifel Financial
Missouri
$73.3M 3,003,828 +432,741 +17%
FT
45
Fiduciary Trust
Massachusetts
$72.1M 2,954,580 +1,874,790 +174%
DADC
46
D.A. Davidson & Co
Montana
$70.1M 2,876,037 +341,886 +13%
RWM
47
Rezny Wealth Management
Florida
$64.7M 2,653,026 +2,625,942 +9,696%
SAM
48
Securian Asset Management
Minnesota
$62.8M 2,574,000 – –
OIA
49
OneDigital Investment Advisors
Kansas
$57.9M 2,374,860 -766,509 -24%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$57M 2,335,908 -109,464 -4%
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