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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 %
ACM
726
Absolute Capital Management
Pennsylvania
$1.1M +$119K +4,740 +12%
WOSD
727
WFA of San Diego
California
$1.1M -$40K -1,590 -4%
GDP
728
Great Diamond Partners
Maine
$1.09M -$27.2K -1,080 -2%
SC
729
Savant Capital
Illinois
$1.09M +$54.2K +2,154 +5%
SFG
730
StrategIQ Financial Group
Indiana
$1.09M -$27.5K -1,092 -2%
BCA
731
Bay Colony Advisors
Massachusetts
$1.08M -$38.7K -1,536 -3%
BDFN
732
Bond & Devick Financial Network
Minnesota
$1.08M +$231K +9,186 +27%
NSAM
733
North Star Asset Management
Wisconsin
$1.08M -$101K -4,026 -9%
GBWM
734
Granite Bay Wealth Management
New Hampshire
$1.08M +$30.2K +1,197 +3%
TC
735
TownSquare Capital
Utah
$1.07M +$807K +32,040 +302%
GGS
736
Galvin Gaustad & Stein
Arizona
$1.07M -$82.8K -3,288 -7%
LAM
737
LifePro Asset Management
California
$1.07M +$282K +11,196 +36%
WCM
738
Whitener Capital Management
North Carolina
$1.07M +$130K +5,178 +14%
ECG
739
Edge Capital Group
Georgia
$1.06M +$50.2K +1,995 +5%
GWM
740
Gray Wealth Management
Maine
$1.05M +$11.5K +456 +1%
PCMC
741
Private Capital Management (Colorado)
Colorado
$1.04M -$7.78K -309 -0.7%
BCMLT
742
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04M -$70K -2,781 -6%
Fisher Asset Management
743
Fisher Asset Management
Washington
$1.04M +$146K +5,796 +16%
GF
744
Gries Financial
Ohio
$1.04M +$1.04M +41,301 New
MSA
745
Marino Stram & Associates
Massachusetts
$1.04M +$344K +13,647 +49%
WCM
746
WealthBridge Capital Management
Ohio
$1.04M +$33.1K +1,314 +3%
DT
747
Diversified Trust
Tennessee
$1.04M +$465K +18,447 +81%
FPAS
748
Focus Partners Advisor Solutions
Missouri
$1.03M +$502K +19,944 +95%
BFA
749
Beaumont Financial Advisors
Massachusetts
$1.03M -$164K -6,498 -14%
KC
750
Kingfisher Capital
North Carolina
$1.03M +$3.02K +120 +0.3%
28 29
30
31 32