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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 %
MCA
551
MSH Capital Advisors
Arizona
$2.54M +$183K +7,254 +8%
EF
552
Exeter Financial
Arizona
$2.51M +$954K +37,890 +61%
SC
553
Scotia Capital
Ontario, Canada
$2.49M +$666K +26,445 +36%
WFAG
554
Worth Financial Advisory Group
North Carolina
$2.49M +$2.49M +98,730 New
KNFPWM
555
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.49M +$2.49M +98,721 New
AMC
556
Asset Management Corp
Illinois
$2.48M +$537K +21,309 +28%
AL
557
ACAS LLC
California
$2.47M +$2.47M +98,265 New
ERIM
558
Eagle Ridge Investment Management
Connecticut
$2.46M +$4.38K +174 +0.2%
OFP
559
OLIO Financial Planning
Virginia
$2.45M +$96.2K +3,822 +4%
SMC
560
Smith, Moore & Co
Missouri
$2.44M +$593K +23,535 +32%
Luther King Capital Management (LKCM)
561
Luther King Capital Management (LKCM)
Texas
$2.43M -$2.15M – –
WCG
562
Weaver Consulting Group
California
$2.43M -$18.1K -717 -0.7%
CIA
563
Capital Investment Advisors
Georgia
$2.42M +$22.3K +885 +0.9%
WF
564
Welch & Forbes
Massachusetts
$2.38M – – –
CIC
565
Cutler Investment Counsel
Oregon
$2.37M +$28.2K +1,119 +1%
SI
566
Stephens Inc
Arkansas
$2.37M +$767K +30,441 +48%
FWM
567
Fortress Wealth Management
California
$2.36M -$15.6K -621 -0.7%
TPW
568
Transatlantique Private Wealth
New York
$2.36M +$702K +27,867 +42%
MCM
569
MAI Capital Management
Ohio
$2.35M +$359K +14,250 +18%
RWP
570
Revolve Wealth Partners
New Jersey
$2.33M +$497K +19,719 +27%
HAIM
571
Hunter Associates Investment Management
Pennsylvania
$2.32M +$694K +27,546 +43%
SHFP
572
Second Half Financial Partners
Florida
$2.31M +$81.2K +3,159 +4%
KM
573
Kalos Management
Georgia
$2.3M -$52.1K -2,070 -2%
ZIG
574
Zullo Investment Group
Pennsylvania
$2.29M -$55.2K -2,193 -2%
EIA
575
Eldridge Investment Advisors
New Hampshire
$2.27M -$58.8K -2,334 -3%
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