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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.

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
1
Ameriprise
Minnesota
$649M
2
AAS
2
Avantax Advisory Services
Texas
$492M
3
LPL Financial
3
LPL Financial
California
$680M
4
Wells Fargo
4
Wells Fargo
California
$302M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$326M

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$1.99M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$6.42M
3
MNG
3
Manning & Napier Group
New York
$16.4M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
OWM
5
Olympus Wealth Management
Utah
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$61.6M 2,445,372 +252,924 +12%
AAS
52
Ameritas Advisory Services
Nebraska
$60.4M 2,400,555 +509,031 +27%
CFO
53
CVA Family Office
Colorado
$55.5M 2,205,981 +48,927 +2%
BFS
54
Bard Financial Services
Connecticut
$50.9M 2,021,358 +204,327 +11%
JWM
55
Janiczek Wealth Management
Colorado
$49.8M 1,917,741 +633,183 +49%
VA
56
Valmark Advisers
Ohio
$49.5M 1,964,511 +175,161 +10%
CAN
57
Cetera Advisor Networks
California
$48.2M 1,915,881 +665,043 +53%
HFS
58
Howard Financial Services
Texas
$47.5M 1,884,786 +60,978 +3%
BWL
59
Bogart Wealth LLC
Virginia
$47.1M 1,870,920 +44,520 +2%
CFB
60
Cullen/Frost Bankers
Texas
$46.7M 1,855,728 +258,822 +16%
PA
61
Pinnacle Associates
New York
$46.5M 1,845,486 +97,467 +6%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$46.1M 1,831,974 +118,938 +7%
AWS
63
Atria Wealth Solutions
New York
$44.2M 1,757,322 +183,105 +12%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$43.1M 1,713,549 +576,453 +51%
BFG
65
Bouchey Financial Group
New York
$42.3M 1,679,409 +1,654,293 +6,587%
LFS
66
Legacy Financial Strategies
Kansas
$41.5M 1,649,382 +12,660 +0.8%
CA
67
Cetera Advisors
Colorado
$41M 1,629,204 +137,703 +9%
SAM
68
Summit Asset Management
Tennessee
$40.8M 1,618,818 -1,074 -0.1%
HWAM
69
Hennion & Walsh Asset Management
New Jersey
$40.1M 1,592,799 -49,221 -3%
HWM
70
HB Wealth Management
Georgia
$39.7M 1,578,342 +30,282 +2%
BDWCC
71
B&D White Capital Company
Texas
$37.1M 1,471,566 -174,933 -11%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$36.7M 1,456,947 +311,331 +27%
TF
73
TimeScale Financial
Massachusetts
$36.5M 1,650,504 – –
WF
74
Whelan Financial
California
$36M 1,431,231 +340,734 +31%
SHJ
75
Sharkey, Howes & Javer
Colorado
$35.8M 1,421,724 +441,354 +45%
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