SCHD icon

Schwab US Dividend Equity ETF

1,154 hedge funds and large institutions have $13.9B invested in Schwab US Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 640 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
-22
Holders Change %
-1.87%
% of All Funds
19.96%
Holding in Top 10
213
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.41%
% of All Funds
3.68%
New
93
Increased
640
Reduced
294
Closed
97
Calls
$53.2M
Puts
$23.1M
Net Calls
+$30.1M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
576
West Oak Capital
California
$1.39M +$319K +14,409 +30%
AMG
577
Advisors Management Group
Wisconsin
$1.38M +$190K +8,571 +16%
TNA
578
True North Advisors
Texas
$1.38M +$1.38M +62,478 New
CA
579
Crewe Advisors
Utah
$1.38M +$1.11M +50,094 +407%
MSS
580
Mitchell Sinkler & Starr
Pennsylvania
$1.38M +$186K +8,400 +16%
MWP
581
Meridian Wealth Partners
Pennsylvania
$1.38M +$930 +42 +0.1%
ACA
582
Atlas Capital Advisors
Wyoming
$1.37M +$136K +6,120 +11%
PWSG
583
Pacific Wealth Strategies Group
California
$1.37M -$99.2K -4,482 -7%
EF
584
Exeter Financial
Arizona
$1.37M +$684K +30,912 +100%
BJL
585
Brighton Jones LLC
Washington
$1.36M +$170K +7,674 +14%
GI
586
Gradient Investments
Minnesota
$1.36M +$1.79K +81 +0.1%
LDFR
587
Lehman & Derafelo Financial Resources
Pennsylvania
$1.34M
JFGIW
588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.34M -$6.72K -273 -0.5%
HFA
589
Highland Financial Advisors
New Jersey
$1.34M +$1.34M +60,354 New
GCA
590
Gradient Capital Advisors
California
$1.34M +$226K +10,200 +20%
ISWM
591
Independent Solutions Wealth Management
New York
$1.33M +$136K +6,144 +11%
SWP
592
Summit Wealth Partners
Florida
$1.32M +$374K +16,890 +39%
LA
593
Latitude Advisors
Florida
$1.32M +$157K +7,089 +13%
HIC
594
Hartline Investment Corp
Illinois
$1.32M +$1.32M +59,730 New
BWA
595
Beam Wealth Advisors
Louisiana
$1.31M +$304K +13,728 +30%
BBPWM
596
Blue Bell Private Wealth Management
Pennsylvania
$1.28M +$39.5K +1,785 +3%
SFG
597
Sage Financial Group
Pennsylvania
$1.27M -$34K -1,536 -3%
IGWM
598
ICA Group Wealth Management
Colorado
$1.27M +$4.98K +225 +0.4%
BWM
599
BNC Wealth Management
Oregon
$1.25M +$6.31K +285 +0.5%
SWM
600
Silverlake Wealth Management
Vermont
$1.24M +$51.1K +2,307 +4%