SCHD icon

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 %
AG
576
Ascent Group
Virginia
$2.27M -$95.7K -3,801 -4%
IAP
577
Indie Asset Partners
Indiana
$2.25M -$546K -21,693 -20%
FIC
578
Family Investment Center
Missouri
$2.22M +$2.22M +88,122 New
TC
579
Trust Company
Kansas
$2.21M +$10.9K +432 +0.5%
TFA
580
Teamwork Financial Advisors
Texas
$2.18M +$497K +19,737 +29%
BCI
581
Brinker Capital Investments
Pennsylvania
$2.14M – – –
PAG
582
Private Advisory Group
Washington
$2.14M -$216K -8,583 -9%
ADL
583
Asset Dedication LLC
California
$2.13M +$1.43K +57 +0.1%
SFPG
584
Stonebridge Financial Planning Group
Florida
$2.13M +$268K +10,635 +14%
BWM
585
Baystate Wealth Management
Massachusetts
$2.12M +$121K +4,788 +6%
CIA
586
Choate Investment Advisors
Massachusetts
$2.12M +$531K +21,084 +33%
FNBOMD
587
First National Bank of Mount Dora
Florida
$2.09M – – –
LWM
588
Laidlaw Wealth Management
New York
$2.07M -$7.33K -291 -0.4%
BWM
589
BerganKDV Wealth Management
Minnesota
$2.04M -$193K -7,662 -9%
GIA
590
Guyasuta Investment Advisors
Pennsylvania
$2.03M -$378K -15,000 -16%
JWWM
591
Johnson & White Wealth Management
Pennsylvania
$2.03M -$1.91M -107,529 -49%
MCM
592
Maple Capital Management
Vermont
$2.02M +$34.1K +1,353 +2%
APW
593
Aurora Private Wealth
New Jersey
$1.99M -$31.9M -1,265,295 -94%
CI
594
CX Institutional
Indiana
$1.99M -$2.42K -96 -0.1%
LCM
595
Liberty Capital Management
Michigan
$1.98M +$211K +8,379 +12%
WB
596
West Bancorporation
Iowa
$1.96M +$1.3M +51,789 +198%
CMS
597
Capital Market Strategies
Florida
$1.95M +$128K +5,097 +7%
CWM
598
Capital Wealth Management
Rhode Island
$1.95M -$6.42K -255 -0.3%
OAM
599
Oppenheimer Asset Management
New York
$1.93M +$11.9K +471 +0.6%
LF
600
LifeSteps Financial
California
$1.91M -$63.7K -2,529 -3%
22 23
24
25 26