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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 %
RFA
626
Register Financial Advisors
Georgia
$1.67M +$1.67M +66,150 New
CC
627
Cypress Capital
Tennessee
$1.66M -$56.1K -2,226 -3%
AFA
628
American Financial Advisors
Georgia
$1.66M +$1.2M +47,604 +258%
MTIC
629
Missouri Trust & Investment Company
Missouri
$1.66M – – –
IF
630
IRON Financial
Illinois
$1.63M +$1.63M +64,710 New
ACA
631
Atlas Capital Advisors
Wyoming
$1.61M +$48K +1,908 +3%
SWA
632
Stratos Wealth Advisors
Ohio
$1.6M -$256K -10,170 -14%
WOC
633
West Oak Capital
California
$1.6M +$17.5K +696 +1%
Renaissance Technologies
634
Renaissance Technologies
New York
$1.59M -$1.71M -68,100 -52%
BSW
635
Buckingham Strategic Wealth
Missouri
$1.59M -$1.05M -41,601 -40%
TW
636
Transform Wealth
Colorado
$1.59M +$602K +23,889 +61%
MA
637
MAS Advisors
Florida
$1.59M -$512K -20,313 -24%
LDFR
638
Lehman & Derafelo Financial Resources
Pennsylvania
$1.58M +$52.9K +2,100 +3%
PFA
639
Petra Financial Advisors
Colorado
$1.57M +$1.57M +62,448 New
NL
640
NWAM LLC
Washington
$1.57M -$48.3K -1,917 -3%
SF
641
Safeguard Financial
Wisconsin
$1.57M +$1.57M +62,157 New
MWP
642
Meridian Wealth Partners
Pennsylvania
$1.56M +$1.06K +42 +0.1%
FFWM
643
Future Financial Wealth Management
Ohio
$1.56M +$508K +20,190 +48%
AIM
644
AHL Investment Management
Florida
$1.55M -$54.9K -2,181 -3%
PWSG
645
Pacific Wealth Strategies Group
California
$1.55M -$3.02K -120 -0.2%
SWP
646
Summit Wealth Partners
Florida
$1.55M +$42.5K +1,689 +3%
CFA
647
Cahill Financial Advisors
Minnesota
$1.52M +$1.03M +40,917 +208%
SFG
648
Sage Financial Group
Pennsylvania
$1.51M +$62.2K +2,472 +4%
MSAM
649
Moloney Securities Asset Management
Missouri
$1.51M +$887K +35,232 +143%
GI
650
Gradient Investments
Minnesota
$1.5M -$39.6K -1,572 -3%
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