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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 %
OPPS
501
Obsidian Personal Planning Solutions
Maryland
$3.22M +$204K +8,088 +7%
SAF
502
Smith Anglin Financial
Texas
$3.19M -$18.6K -738 -0.6%
APS
503
American Planning Services
Florida
$3.18M +$3.18M +126,189 +107,854%
H
504
HoyleCohen
California
$3.18M +$43.3K +1,719 +1%
KF
505
Krilogy Financial
Missouri
$3.16M +$1.93M +76,800 +157%
Millennium Management
506
Millennium Management
New York
$3.16M +$3.16M +125,595 New
GWWM
507
Great Waters Wealth Management
Minnesota
$3.14M +$3.14M +123,282 New
WAM
508
Worth Asset Management
Texas
$3.14M -$79K -3,138 -2%
OC
509
Oppenheimer & Co
New York
$3.14M +$299K +11,880 +11%
DAS
510
Dynamic Advisor Solutions
Arizona
$3.11M +$856K +33,981 +38%
CA
511
CoreCap Advisors
Michigan
$3.1M +$273K +10,827 +10%
ACM
512
Advisors Capital Management
New Jersey
$3.08M -$38.9K -1,545 -1%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$3.07M +$110K +4,353 +4%
WCM
514
Washburn Capital Management
Florida
$3.05M +$753K +29,898 +33%
SWM
515
SeaCrest Wealth Management
New York
$3.05M -$283K -11,244 -8%
LA
516
LexAurum Advisors
Kansas
$3.01M +$79.2K +3,147 +3%
NF
517
Nikulski Financial
Iowa
$3M +$7.55K +300 +0.3%
BP
518
Broadleaf Partners
Ohio
$2.99M +$21.3K +846 +0.7%
LSIA
519
LaSalle St. Investment Advisors
Illinois
$2.96M +$2.96M +117,576 New
CIC
520
Carnegie Investment Counsel
Ohio
$2.92M +$2.38M +94,536 +444%
KMWM
521
Keudell/Morrison Wealth Management
Oregon
$2.92M +$1.72M +68,307 +144%
LWAC
522
Laurel Wealth Advisors (California)
California
$2.91M +$361K +14,319 +14%
OCM
523
Orion Capital Management
California
$2.89M +$1.15M +45,603 +66%
FHA
524
Flagship Harbor Advisors
Massachusetts
$2.87M +$1.12M +44,616 +64%
TFA
525
Transamerica Financial Advisors
Florida
$2.86M +$581K +23,061 +25%
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