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 %
EAM
651
Evanson Asset Management
California
$967K +$140K +6,318 +17%
WF
652
Warner Financial
Maryland
$958K +$707K +31,956 +282%
WCM
653
WealthBridge Capital Management
Ohio
$952K
RWM
654
RKL Wealth Management
Pennsylvania
$937K -$21.1K -951 -2%
WWM
655
WT Wealth Management
Arizona
$930K +$930K +42,018 New
PCMC
656
Private Capital Management (Colorado)
Colorado
$924K +$60.2K +2,721 +7%
GBWM
657
Granite Bay Wealth Management
New Hampshire
$924K +$68.3K +3,084 +8%
SA
658
Shilanski & Associates
Alaska
$924K +$924K +41,733 New
Lido Advisors
659
Lido Advisors
California
$923K +$139K +6,267 +18%
GWM
660
Gray Wealth Management
Maine
$910K +$69.1K +3,120 +8%
EFS
661
Econ Financial Services
Pennsylvania
$910K +$910K +41,079 New
SC
662
Savant Capital
Illinois
$909K +$91K +4,110 +11%
KC
663
Kingfisher Capital
North Carolina
$902K +$2.66K +120 +0.3%
FAIM
664
Financial Advocates Investment Management
Washington
$889K -$142K -6,435 -14%
PL
665
Plancorp LLC
Missouri
$889K +$3.12K +141 +0.4%
HPWM
666
Highland Private Wealth Management
Washington
$884K
AIP
667
Ahrens Investment Partners
Louisiana
$884K +$557K +25,128 +170%
ECG
668
Edge Capital Group
Georgia
$884K +$884K +39,912 New
CAAS
669
Capital Asset Advisory Services
Michigan
$882K +$62.6K +2,826 +8%
BWFA
670
Baltimore-Washington Financial Advisors
Maryland
$879K +$431K +9,045 +96%
CS
671
Capital Square
Tennessee
$878K -$22.9K -1,035 -3%
CNB
672
Camden National Bank
Maine
$877K +$142K +6,402 +19%
CB
673
CNB Bank
Pennsylvania
$876K +$21.1K +954 +2%
KCPG
674
Kavar Capital Partners Group
Kansas
$874K -$1.26K -57 -0.1%
TW
675
Transform Wealth
Colorado
$870K +$22.4K +1,011 +3%