SCHD icon

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.

New
Increased
Maintained
Reduced
Closed
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
Merit Financial Group
Georgia
+$90.5M
2
Bank of America
Bank of America
North Carolina
+$83.8M
3
RC
RegentAtlantic Capital
New Jersey
+$80M
4
Ameriprise
Ameriprise
Minnesota
+$75.4M
5
Morgan Stanley
Morgan Stanley
New York
+$71.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$50.8M
2
CRC
Curi RMB Capital
Illinois
-$46.6M
3
VWA
Visionary Wealth Advisors
Illinois
-$16.2M
4
MAM
Madison Asset Management
Wisconsin
-$16.1M
5
MNG
Manning & Napier Group
New York
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
851
Advisory Alpha
Michigan
$384K -$61.7K -2,784 -14%
PFGIA
852
Patriot Financial Group Insurance Agency
Massachusetts
$383K +$208K +9,393 +119%
PP
853
Patten & Patten
Tennessee
$382K +$104K +4,677 +37%
SBH
854
Segall Bryant & Hamill
Illinois
$374K -$19.9K -900 -5%
AIMC
855
Alley Investment Management Company
Illinois
$374K +$1.79K +81 +0.5%
EIP
856
Ellis Investment Partners
Pennsylvania
$373K +$3.45K +156 +0.9%
CC
857
Commons Capital
Massachusetts
$372K +$133 +6 +0%
GWSG
858
GPS Wealth Strategies Group
Colorado
$372K +$2.06K +93 +0.6%
EWP
859
Engrave Wealth Partners
Texas
$370K +$91.5K +4,128 +33%
AIA
860
Ally Invest Advisors
North Carolina
$370K +$370K +16,692 New
GAM
861
Grandview Asset Management
Pennsylvania
$369K +$2.72K +123 +0.7%
ACM
862
Advance Capital Management
Michigan
$368K +$368K +16,638 New
TC
863
TAP Consulting
Missouri
$366K +$5.19K +234 +1%
ETIA
864
Epic Trust Investment Advisors
Washington
$366K +$13.3K +603 +4%
KCFA
865
Key Client Fiduciary Advisors
New Jersey
$358K +$40.3K +1,818 +13%
CWA
866
Capital Wealth Alliance
Arizona
$357K +$357K +16,068 New
GC
867
Gratus Capital
Georgia
$357K +$357K +16,122 New
SLA
868
Silver Lake Advisory
Utah
$356K +$2.93K +132 +0.8%
FCM
869
Firestone Capital Management
Florida
$355K +$1.66K +75 +0.5%
CSA
870
Cottage Street Advisors
Massachusetts
$355K +$46K +2,076 +15%
GW
871
GW & Wade
Massachusetts
$354K +$39.7K +1,794 +13%
SWMG
872
Sanchez Wealth Management Group
Florida
$351K – – –
CWM
873
ClientFirst Wealth Management
Arkansas
$349K +$349K +13,650 New
PP
874
PDS Planning
Ohio
$348K +$83.4K +3,768 +32%
DSC
875
Duncker Streett & Co
Missouri
$346K +$133 +6 +0%
33 34
35
36 37