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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

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.

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

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$204M
2
Bank of America
2
Bank of America
North Carolina
$461M
3
RC
3
RegentAtlantic Capital
New Jersey
$85.7M
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
Morgan Stanley
5
Morgan Stanley
New York
$453M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341M
2
CRC
2
Curi RMB Capital
Illinois
$22.6M
3
VWA
3
Visionary Wealth Advisors
Illinois
$3.88M
4
MAM
4
Madison Asset Management
Wisconsin
$24.6M
5
MNG
5
Manning & Napier Group
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
51
Howard Financial Services
Texas
$40.4M -$631K -28,497 -2%
PA
52
Parallel Advisors
California
$40.4M +$4.46M +201,585 +12%
BFS
53
Bard Financial Services
Connecticut
$40.2M +$4.3M +194,097 +12%
VA
54
Valmark Advisers
Ohio
$39.6M +$6M +270,810 +18%
PA
55
Pinnacle Associates
New York
$38.7M +$4.54M +204,846 +13%
KBFS
56
Kohmann Bosshard Financial Services
Ohio
$37.9M -$597K -26,979 -2%
TF
57
TimeScale Financial
Massachusetts
$36.5M +$160K +7,236 +0.4%
BDWCC
58
B&D White Capital Company
Texas
$36.5M +$720K +32,499 +2%
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$36.4M +$190K +8,568 +0.5%
LFS
60
Legacy Financial Strategies
Kansas
$36.2M +$799K +36,105 +2%
Stifel Financial
61
Stifel Financial
Missouri
$36M +$7.56M +341,622 +27%
SAM
62
Summit Asset Management
Tennessee
$35.9M +$397K +17,916 +1%
CFB
63
Cullen/Frost Bankers
Texas
$35.4M +$7.83M +353,535 +28%
AWS
64
Atria Wealth Solutions
New York
$34.9M +$14.2M +642,150 +69%
HWM
65
HB Wealth Management
Georgia
$34.3M -$950K -42,894 -3%
SL
66
Systelligence LLC
Minnesota
$33.9M +$8.22M +371,403 +32%
CA
67
Cetera Advisors
Colorado
$33M +$2.05M +92,502 +7%
KWA
68
Kellett Wealth Advisors
Ohio
$32.9M +$1.87M +75,825 +6%
PAG
69
Private Advisor Group
New Jersey
$30.9M +$1.24M +55,908 +4%
APW
70
Aurora Private Wealth
New Jersey
$29.8M +$1.36M +61,329 +5%
DCM
71
Davidson Capital Management
Texas
$29.6M +$2.12M +95,760 +8%
SIG
72
Spinnaker Investment Group
California
$29.6M +$4.87M +219,624 +20%
ETS
73
ESL Trust Services
New York
$29.5M +$268K +12,105 +0.9%
OWM
74
Olympus Wealth Management
Utah
$28.9M +$9.69M +437,685 +51%
JWM
75
Janiczek Wealth Management
Colorado
$28.8M -$65.3K -2,907 -0.2%
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