SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$278M
2
CAM
2
Cresset Asset Management
Illinois
$124M
3
DWM
3
Dechtman Wealth Management
Colorado
$79.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
OWM
5
Orgel Wealth Management
Wisconsin
$300M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$661M
3
BWL
3
Bogart Wealth LLC
Virginia
$498K
4
CL
4
COWA LLC
Oklahoma
$3.72M
5
SW
5
SVB Wealth
Massachusetts
$36.6M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$55.9M 770,312 +62,287 +9%
OIA
52
OneDigital Investment Advisors
Kansas
$55.3M 761,937 -29,683 -4%
LA
53
LVW Advisors
New York
$55.1M 758,607 +177,534 +31%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$54.9M 756,448 -22,188 -3%
PAG
55
Private Advisor Group
New Jersey
$54.8M 743,740 +124,029 +20%
BFS
56
Bard Financial Services
Connecticut
$53.3M 733,696 +13,693 +2%
CFS
57
CGC Financial Services
Oregon
$50.1M 690,291 +690,291 New
CAN
58
Cetera Advisor Networks
California
$50M 688,694 -15,331 -2%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$48.7M 670,184 -574,997 -46%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$47.9M 660,064 +16,566 +3%
PA
61
Pinnacle Associates
New York
$47.5M 654,635 +8,430 +1%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$46.9M 645,936 +17,798 +3%
CA
63
Cetera Advisors
Colorado
$46.7M 643,661 +21,003 +3%
BFG
64
Bouchey Financial Group
New York
$44.6M 614,297 +37,393 +6%
HFS
65
Howard Financial Services
Texas
$44M 605,409 -17,547 -3%
HWAM
66
Hennion & Walsh Asset Management
New Jersey
$41.5M 571,604 +41,378 +8%
LFS
67
Legacy Financial Strategies
Kansas
$40.5M 557,865 +8,283 +2%
SAM
68
Summit Asset Management
Tennessee
$39.8M 547,846 +6,976 +1%
DCM
69
Davidson Capital Management
Texas
$39.2M 540,204 +4,846 +0.9%
JFA
70
JNBA Financial Advisors
Minnesota
$39.2M 540,022 +131,133 +32%
TF
71
TimeScale Financial
Massachusetts
$39.1M 537,919 +2,258 +0.4%
HWM
72
HB Wealth Management
Georgia
$38.5M 530,687 -4,380 -0.8%
JWM
73
Janiczek Wealth Management
Colorado
$38.3M 527,737 -37,008 -7%
SAM
74
Securian Asset Management
Minnesota
$38.3M 527,000 -331,000 -39%
AWS
75
Atria Wealth Solutions
New York
$37.4M 514,357 -41,817 -8%
1 2
3
4 5