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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$278M
2
CAM
2
Cresset Asset Management
Illinois
$124M
3
DWM
3
Dechtman Wealth Management
Colorado
$79.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
OWM
5
Orgel Wealth Management
Wisconsin
$300M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$661M
3
BWL
3
Bogart Wealth LLC
Virginia
$498K
4
CL
4
COWA LLC
Oklahoma
$3.72M
5
SW
5
SVB Wealth
Massachusetts
$36.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$123M 1,687,736 +21,182 +1%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$123M 1,687,069 -879,874 -34%
KFP
28
Keystone Financial Planning
Ohio
$122M 1,677,042 +197,173 +13%
PA
29
Parallel Advisors
California
$119M 1,641,892 +135,329 +9%
CCWM
30
Cassaday & Co Wealth Management
Virginia
$114M 1,575,933 +45,387 +3%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$114M 1,575,248 -171,719 -10%
KeyBank National Association
32
KeyBank National Association
Ohio
$109M 1,505,071 -53,567 -3%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$102M 1,420,242 -3,935 -0.3%
CTC
34
Central Trust Company
Missouri
$102M 1,403,988 -52,583 -4%
HighTower Advisors
35
HighTower Advisors
Illinois
$101M 1,397,137 -10,276 -0.7%
MML Investors Services
36
MML Investors Services
Massachusetts
$100M 1,383,327 +208,745 +18%
HWA
37
HHM Wealth Advisors
Tennessee
$100M 1,381,470 +37,339 +3%
Truist Financial
38
Truist Financial
North Carolina
$98.8M 1,360,323 +171,968 +14%
AAIM
39
Asset Advisors Investment Management
Georgia
$95.2M 1,311,558 -23,847 -2%
Creative Planning
40
Creative Planning
Kansas
$91.3M 1,256,883 -280,496 -18%
FFN
41
Focus Financial Network
Minnesota
$90.6M 1,248,072 +92,969 +8%
FT
42
Fiduciary Trust
Massachusetts
$79.9M 1,100,878 +116,018 +12%
KAS
43
Kestra Advisory Services
Texas
$79.7M 1,097,573 -103,577 -9%
DWM
44
Dechtman Wealth Management
Colorado
$79.1M 1,089,683 +1,089,683 New
Stifel Financial
45
Stifel Financial
Missouri
$76.6M 1,055,468 +54,192 +5%
Cerity Partners
46
Cerity Partners
New York
$72.7M 1,000,580 +313,254 +46%
DADC
47
D.A. Davidson & Co
Montana
$71.8M 989,111 +30,432 +3%
RWM
48
Rezny Wealth Management
Florida
$69.5M 957,664 +73,322 +8%
CFB
49
Cullen/Frost Bankers
Texas
$57.5M 792,262 +94,069 +13%
CFO
50
CVA Family Office
Colorado
$56.5M 777,904 +13,101 +2%
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