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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 %
MA
601
Modus Advisors
Minnesota
$1.89M +$20.8K +828 +1%
EIG
602
Ellenbecker Investment Group
Wisconsin
$1.89M +$1.89M +75,132 New
ACM
603
AlphaStar Capital Management
North Carolina
$1.89M +$138K +5,487 +8%
PA
604
Planning Alternatives
Michigan
$1.89M -$115K -4,560 -6%
NGA
605
Naples Global Advisors
Florida
$1.88M +$250K +9,939 +15%
GCA
606
Gradient Capital Advisors
California
$1.88M +$365K +14,484 +24%
PFS
607
Prospera Financial Services
Texas
$1.87M -$179K -7,119 -9%
CB
608
Commerce Bank
Missouri
$1.86M +$75.7K +3,006 +4%
PPW
609
Pasadena Private Wealth
California
$1.86M +$484K +19,221 +35%
WPC
610
Wedmont Private Capital
Pennsylvania
$1.86M +$920K +35,538 +98%
TAM
611
Townsend Asset Management
North Carolina
$1.82M +$15.6K +618 +0.9%
CPIG
612
Chicago Partners Investment Group
Illinois
$1.81M +$671K +26,007 +59%
GIA
613
GHP Investment Advisors
Colorado
$1.8M +$37K +1,470 +2%
AIM
614
Anchor Investment Management
South Carolina
$1.8M -$8.46K -336 -0.5%
MSS
615
Mitchell Sinkler & Starr
Pennsylvania
$1.8M +$230K +9,147 +15%
EFS
616
Essex Financial Services
Connecticut
$1.78M -$372K -14,760 -17%
CCM
617
Ciovacco Capital Management
Georgia
$1.76M -$9.89K -393 -0.6%
IGWM
618
ICA Group Wealth Management
Colorado
$1.75M +$310K +12,294 +21%
BWA
619
Beam Wealth Advisors
Louisiana
$1.75M +$254K +10,071 +17%
TFGT
620
TS Financial Group (TSFG)
Illinois
$1.74M -$58.7K -2,331 -3%
JCM
621
Janney Capital Management
Pennsylvania
$1.73M -$18.8K -747 -1%
AMG
622
Advisors Management Group
Wisconsin
$1.72M +$147K +5,820 +9%
EWM
623
Empirical Wealth Management
Washington
$1.7M -$19.8K -786 -1%
FIA
624
Foundations Investment Advisors
Arizona
$1.7M -$390K -15,492 -19%
EA
625
Emerald Advisors
Washington
$1.69M +$6.87K +273 +0.4%
23 24
25
26 27