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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 %
VAS
526
Vestmark Advisory Solutions
Massachusetts
$2.84M +$413K +16,386 +17%
SAM
527
Secure Asset Management
Michigan
$2.83M -$360K -14,301 -11%
IAA
528
Independent Advisor Alliance
North Carolina
$2.78M +$146K +5,793 +6%
PWM
529
Perigon Wealth Management
California
$2.78M +$539K +21,387 +24%
AAMC
530
Asset Allocation & Management Company
Illinois
$2.78M – – –
SSI
531
Scott & Selber Inc
Texas
$2.77M -$32.8K -1,302 -1%
MA
532
Momentum Advisors
New York
$2.76M +$1.08M +43,035 +65%
CFO
533
Collective Family Office
Pennsylvania
$2.74M -$37.8K -1,500 -1%
BSB
534
Bangor Savings Bank
Maine
$2.74M +$1.81K +72 +0.1%
CWS
535
Cypress Wealth Services
California
$2.7M +$136K +5,412 +5%
JIC
536
Johnson Investment Counsel
Ohio
$2.67M +$256K +10,149 +11%
SWP
537
Semus Wealth Partners
Florida
$2.66M +$2.66M +105,753 New
RF
538
RHS Financial
California
$2.65M +$2.12M +84,078 +399%
MCCP
539
Mission Creek Capital Partners
California
$2.65M -$245K -9,723 -8%
LFA
540
LGT Financial Advisors
Texas
$2.65M +$2.65M +105,120 New
BAM
541
Berkshire Asset Management
Pennsylvania
$2.64M +$502K +19,947 +24%
AC
542
Abbrea Capital
California
$2.63M +$344K +13,644 +15%
PAMG
543
Patton Albertson Miller Group
Tennessee
$2.62M -$123K -4,884 -4%
PWA
544
Physician Wealth Advisors
Utah
$2.61M +$237K +9,288 +10%
CA
545
Crewe Advisors
Utah
$2.61M +$1.04M +41,121 +66%
NCM
546
Northwest Capital Management
Oregon
$2.58M – – –
CRI
547
Commonwealth Retirement Investments
Virginia
$2.57M +$2.57M +101,952 New
HL
548
HeadInvest LLC
Maine
$2.56M -$102K -4,047 -4%
AA
549
Auxano Advisors
Washington
$2.56M +$30.4K +1,206 +1%
VFM
550
Valley Financial Management
New York
$2.54M +$71.6K +2,844 +3%
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