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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 %
YWP
651
YorkBridge Wealth Partners
New York
$1.5M +$92.6K +3,678 +7%
BBPWM
652
Blue Bell Private Wealth Management
Pennsylvania
$1.49M +$34.7K +1,377 +2%
HNB
653
Huntington National Bank
Ohio
$1.49M -$505K – –
GCM
654
G2 Capital Management
Ohio
$1.49M +$1.49M +59,079 New
Bank of Montreal
655
Bank of Montreal
Ontario, Canada
$1.48M +$401K +15,909 +37%
M
656
MYeCFO
California
$1.46M +$1.46M +58,176 New
CNB
657
Camden National Bank
Maine
$1.46M +$465K +18,462 +47%
BCMO
658
Buckingham Capital Management (Ohio)
Ohio
$1.46M +$94.5K +3,753 +7%
NFC
659
Northeast Financial Consultants
Connecticut
$1.45M +$112K +4,434 +8%
BFPW
660
BOK Financial Private Wealth
Colorado
$1.44M -$355K -14,100 -20%
TWA
661
Talisman Wealth Advisors
New Jersey
$1.44M +$1.44M +57,195 New
WW
662
Windle Wealth
Oklahoma
$1.43M +$1.43M +56,895 New
BWM
663
BNC Wealth Management
Oregon
$1.43M +$13.2K +525 +0.9%
WF
664
Warner Financial
Maryland
$1.43M +$337K +13,374 +31%
SBIA
665
Sheaff Brock Investment Advisors
Indiana
$1.42M +$56.3K +2,235 +4%
WKSWA
666
White Knight Strategic Wealth Advisors
New Jersey
$1.41M +$286K +11,370 +25%
TPA
667
Trivium Point Advisory
Connecticut
$1.4M +$58.1K +2,244 +4%
MCM
668
Mengis Capital Management
Oregon
$1.4M +$11.7K +465 +0.8%
BJL
669
Brighton Jones LLC
Washington
$1.4M -$149K -5,928 -10%
ISWM
670
Independent Solutions Wealth Management
New York
$1.39M -$125K -4,965 -8%
BWAM
671
Boyd Watterson Asset Management
Ohio
$1.39M +$109K +4,344 +9%
WFG
672
Wills Financial Group
Virginia
$1.38M +$87.6K +3,480 +7%
JIP
673
Jaffetilchin Investment Partners
Florida
$1.37M +$542K +21,525 +65%
SWM
674
Silverlake Wealth Management
Vermont
$1.37M -$39K -1,548 -3%
FFA
675
First Foundation Advisors
California
$1.37M +$1.13M +44,700 +455%
25 26
27
28 29