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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,335 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 698 increasing their positions, 385 reducing their positions, and 73 closing their positions.

Holders
1,335
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
21.37%
Holding in Top 10
262
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.5%
% of All Funds
4.19%
New
122
Increased
698
Reduced
385
Closed
73
Calls
$93.4M
Puts
$50.2M
Net Calls
+$43.2M
Net Calls Change
-$6.95M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$716M
2
LPL Financial
2
LPL Financial
California
$740M
3
RWM
3
Rezny Wealth Management
Florida
$64.7M
4
Cerity Partners
4
Cerity Partners
New York
$50.3M
5
FT
5
Fiduciary Trust
Massachusetts
$72.1M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$638M
2
MIH
2
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
4
Wells Fargo
California
$254M
5
BDWCC
5
B&D White Capital Company
Texas
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
51
CVA Family Office
Colorado
$56M +$2.16M +88,428 +4%
AAS
52
Ameritas Advisory Services
Nebraska
$55.3M -$3.37M -138,054 -6%
BFS
53
Bard Financial Services
Connecticut
$52.7M +$3.38M +138,651 +7%
VA
54
Valmark Advisers
Ohio
$51.8M +$3.89M +159,564 +8%
CAN
55
Cetera Advisor Networks
California
$51.5M +$4.78M +196,194 +10%
CFB
56
Cullen/Frost Bankers
Texas
$51.1M +$5.82M +238,851 +13%
Cerity Partners
57
Cerity Partners
New York
$50.3M +$47.1M +1,931,697 +1,483%
BWL
58
Bogart Wealth LLC
Virginia
$49.5M +$3.92M +160,716 +9%
PA
59
Pinnacle Associates
New York
$47.3M +$2.27M +93,129 +5%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$47.1M +$2.41M +98,520 +5%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$46M +$4.17M +170,865 +10%
HFS
62
Howard Financial Services
Texas
$45.6M -$388K -15,918 -0.8%
CA
63
Cetera Advisors
Colorado
$45.6M +$5.82M +238,770 +15%
PAG
64
Private Advisor Group
New Jersey
$45.3M +$2.58M +105,960 +6%
LA
65
LVW Advisors
New York
$42.5M +$11M +449,694 +35%
BFG
66
Bouchey Financial Group
New York
$42.2M +$1.25M +51,303 +3%
JWM
67
Janiczek Wealth Management
Colorado
$41.6M -$5.48M -223,506 -12%
AWS
68
Atria Wealth Solutions
New York
$40.7M -$2.17M -88,800 -5%
LFS
69
Legacy Financial Strategies
Kansas
$40.2M -$15.5K -636 -0%
SAM
70
Summit Asset Management
Tennessee
$39.6M +$92.5K +3,792 +0.2%
TF
71
TimeScale Financial
Massachusetts
$39.2M -$1.06M -43,521 -3%
DCM
72
Davidson Capital Management
Texas
$39.2M +$4.75M +194,589 +14%
HWM
73
HB Wealth Management
Georgia
$39.1M +$655K +26,859 +2%
HWAM
74
Hennion & Walsh Asset Management
New Jersey
$38.8M -$51.7K -2,121 -0.1%
SPC
75
Sigma Planning Corp
Michigan
$35.6M +$6.6M +270,765 +23%
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