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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 %
TF
476
Theory Financial
Colorado
$3.51M +$3.51M +139,491 New
APIM
477
Agate Pass Investment Management
Washington
$3.5M +$141K +5,592 +4%
WIM
478
Warwick Investment Management
Texas
$3.49M +$3.49M +138,738 New
Fidelity Investments
479
Fidelity Investments
Massachusetts
$3.49M +$481K +19,107 +16%
F4L
480
Fortune 45 LLC
Louisiana
$3.44M +$73K +2,898 +2%
XF
481
XML Financial
Maryland
$3.42M +$66.1K +2,625 +2%
NCM
482
NCM Capital Management
New Jersey
$3.41M +$213K +8,463 +7%
FPCM
483
Financial Partners Capital Management
New York
$3.37M +$205K +8,154 +6%
CG
484
Clifford Group
Massachusetts
$3.36M +$3.36M +133,494 New
MFGM
485
Marshall Financial Group (Maryland)
Maryland
$3.36M +$309K +12,255 +10%
WS
486
Wedbush Securities
California
$3.36M +$1.2M +47,733 +56%
BPFA
487
Barnes Pettey Financial Advisors
Mississippi
$3.35M +$2.7M +107,133 +412%
SS
488
Sunbelt Securities
Texas
$3.34M +$197K +7,812 +6%
SCM
489
SevenOneSeven Capital Management
Pennsylvania
$3.33M +$171K +6,810 +5%
JPLA
490
Joseph P. Lucia & Associates
New York
$3.32M +$65.1K +2,586 +2%
WWM
491
WT Wealth Management
Arizona
$3.29M +$2.23M +88,479 +211%
Cerity Partners
492
Cerity Partners
New York
$3.28M +$541K +21,483 +20%
CWM
493
Chesapeake Wealth Management
Virginia
$3.28M +$238K +9,453 +8%
TWM
494
Triton Wealth Management
Arizona
$3.27M +$17.1K +669 +0.5%
WLIM
495
White Lighthouse Investment Management
Massachusetts
$3.26M +$1.44K +57 +0%
PCG
496
Prosperity Consulting Group
Maryland
$3.25M +$716K +28,428 +28%
DIA
497
Dana Investment Advisors
Wisconsin
$3.25M +$709K +28,149 +28%
WWM
498
Western Wealth Management
Colorado
$3.25M -$1.76M -69,873 -35%
GPFA
499
Game Plan Financial Advisors
Ohio
$3.24M +$17.5K +693 +0.5%
HA
500
Hamel Associates
New Jersey
$3.23M +$298K +11,823 +10%
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