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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 %
NHC
951
Nicholas Hoffman & Company
Georgia
$247K +$6.9K +312 +3%
TC
952
Tenret Company
Florida
$245K -$930 -42 -0.4%
SWM
953
Selective Wealth Management
Virginia
$244K -$236K -10,668 -49%
AFAS
954
Acorn Financial Advisory Services
Virginia
$242K -$154K -6,930 -39%
HAC
955
Harbor Advisory Corp
New Hampshire
$241K – – –
MSCM
956
McElhenny Sheffield Capital Management
Texas
$241K +$9.96K +450 +4%
EWA
957
Exencial Wealth Advisors
Oklahoma
$241K +$24.8K +1,119 +11%
FM
958
Foster & Motley
Ohio
$240K -$2.32K -105 -1%
DJSG
959
D.J. St. Germain
Massachusetts
$240K – – –
CAL
960
Capital Advisors Ltd
Ohio
$239K – – –
Comerica Bank
961
Comerica Bank
Texas
$239K +$239K +10,035 New
HA
962
HFG Advisors
Ohio
$238K +$238K +10,770 New
DA
963
Doliver Advisors
Texas
$236K – – –
MFC
964
Morris Financial Concepts
South Carolina
$236K – – –
MW
965
Marcum Wealth
Ohio
$236K +$236K +10,662 New
TC
966
TownSquare Capital
Utah
$235K -$63.2K -2,856 -21%
CW
967
Connectus Wealth
Ohio
$234K -$99.5K -4,488 -30%
SF
968
Synovus Financial
Georgia
$233K +$2.05K +93 +0.9%
PA
969
Perennial Advisors
New York
$232K -$14.1K -636 -6%
MWA
970
Meridian Wealth Advisors
Texas
$232K – – –
UIA
971
Ulland Investment Advisors
Minnesota
$232K – – –
GWM
972
Guardian Wealth Management
Illinois
$231K -$15.2K -687 -6%
CCB
973
Cutter & Co Brokerage
Missouri
$229K +$1.6K +72 +0.7%
GWCM
974
Godshalk Welsh Capital Management
Pennsylvania
$229K +$229K +10,341 New
NFSG
975
Newbridge Financial Services Group
Florida
$228K -$3.86K -174 -2%
37 38
39
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