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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 %
RJT
676
Raymond James Trust
Florida
$1.36M +$541K +21,489 +66%
KWM
677
Kingsview Wealth Management
Oregon
$1.35M +$539K +21,426 +67%
LA
678
Latitude Advisors
Florida
$1.35M -$159K -6,309 -11%
CHA
679
Carmichael Hill & Associates
Maryland
$1.34M +$19.9K +792 +2%
OF
680
Outfitter Financial
Maine
$1.32M – – –
MAS
681
Madden Advisory Services
Florida
$1.32M +$58.1K +2,307 +5%
OWM
682
Opes Wealth Management
California
$1.32M -$58.9K -2,340 -4%
SIC
683
Salem Investment Counselors
North Carolina
$1.32M -$84.2K -3,342 -6%
LA
684
Legacy Advisors
Pennsylvania
$1.3M +$697K +27,672 +115%
RBFC
685
Roman Butler Fullerton & Co
Missouri
$1.3M +$557K +21,672 +75%
GLA
686
Good Life Advisors
Pennsylvania
$1.3M +$319K +12,687 +33%
LFA
687
Legacy Financial Advisors
Kentucky
$1.28M -$1.01M -40,296 -44%
GJIA
688
Glass Jacobson Investment Advisors
Maryland
$1.28M +$1.28M +51,012 New
PP
689
Prudential plc
United Kingdom
$1.28M +$1.28M +50,910 New
MSWM
690
McGlone Suttner Wealth Management
Wisconsin
$1.28M +$1.28M +50,646 New
CFGSD
691
Compass Financial Group (South Dakota)
South Dakota
$1.26M +$1.26M +50,076 New
WKWM
692
Walter & Keenan Wealth Management
Indiana
$1.26M +$625K +24,828 +99%
DTC
693
Davidson Trust Company
Washington
$1.26M -$63.7K -2,529 -5%
SIAG
694
Signet Investment Advisory Group
Rhode Island
$1.25M -$16.6K -660 -1%
SMFG
695
Sumitomo Mitsui Financial Group
Japan
$1.25M +$1.25M +49,470 New
JFGIW
696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M -$144K -5,703 -10%
Qube Research & Technologies (QRT)
697
Qube Research & Technologies (QRT)
United Kingdom
$1.23M +$1.23M +48,708 New
WP
698
WealthShield Partners
North Carolina
$1.23M -$15.5K -615 -1%
APA
699
Astoria Portfolio Advisors
New York
$1.22M -$49.9K -1,971 -4%
LEFP
700
Leading Edge Financial Planning
Tennessee
$1.21M +$1.21M +48,144 New
26 27
28
29 30