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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 %
JWM
701
Jackson Wealth Management
Florida
$1.21M -$424K -16,830 -26%
MC
702
Miramar Capital
Illinois
$1.21M +$91.8K +3,645 +8%
SP
703
SWS Partners
Ohio
$1.21M -$24.8K -987 -2%
RGF
704
Retirement Guys Formula
Ohio
$1.2M -$13.1K -519 -1%
SMG
705
Smart Money Group
Texas
$1.2M +$63.2K +2,508 +6%
EAM
706
Evanson Asset Management
California
$1.2M +$101K +4,005 +9%
IAG
707
Investment Advisory Group
Massachusetts
$1.2M +$579K +23,007 +94%
NSIM
708
North Star Investment Management
Illinois
$1.19M +$389K +15,435 +48%
OIM
709
Opus Investment Management
Massachusetts
$1.19M +$383K +15,225 +48%
FFA
710
Farther Finance Advisors
California
$1.19M +$1.19M +47,217 New
OIS
711
Okabena Investment Services
Minnesota
$1.19M +$1.19M +67,713 New
OC
712
Oarsman Capital
Wisconsin
$1.16M +$332K +13,176 +40%
Lido Advisors
713
Lido Advisors
California
$1.16M +$111K +4,404 +11%
CAM
714
Cresset Asset Management
Illinois
$1.15M -$952K -63,780 -45%
GAM
715
Garrison Asset Management
Arkansas
$1.15M +$6.5K +258 +0.6%
MC
716
Montag & Caldwell
Georgia
$1.13M – – –
MMHP
717
Murphy Middleton Hinkle & Parker
Georgia
$1.12M +$529 +21 +0%
AIP
718
Ahrens Investment Partners
Louisiana
$1.12M +$117K +4,656 +12%
SEP
719
Southland Equity Partners
Missouri
$1.12M +$348K +13,815 +45%
CA
720
CSM Advisors
Pennsylvania
$1.12M – – –
NRA
721
NSI Retail Advisors
Pennsylvania
$1.12M – – –
CT
722
Clearstead Trust
Maine
$1.12M +$642K +25,470 +135%
CAAS
723
Capital Asset Advisory Services
Michigan
$1.12M +$198K +8,577 +22%
CNFG
724
Creegan & Nassoura Financial Group
New Hampshire
$1.11M – – –
FWSM
725
First Wilshire Securities Management
California
$1.11M – – –
27 28
29
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