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.

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
1
Merit Financial Group
Georgia
$204M
2
Bank of America
2
Bank of America
North Carolina
$461M
3
RC
3
RegentAtlantic Capital
New Jersey
$85.7M
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
Morgan Stanley
5
Morgan Stanley
New York
$453M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341M
2
CRC
2
Curi RMB Capital
Illinois
$22.6M
3
VWA
3
Visionary Wealth Advisors
Illinois
$3.88M
4
MAM
4
Madison Asset Management
Wisconsin
$24.6M
5
MNG
5
Manning & Napier Group
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
76
Brio Consultants
California
$28.5M -$2.89M -121,677 -9%
SFG
77
Sunburst Financial Group
Alabama
$28.2M +$1.3M +58,620 +5%
CAN
78
Cetera Advisor Networks
California
$27.7M +$2.16M +97,569 +8%
TWM
79
Tradition Wealth Management
Minnesota
$27.7M +$1.02M +45,906 +4%
JFA
80
JNBA Financial Advisors
Minnesota
$27.1M +$49.6K +2,238 +0.2%
SCA
81
Scott Capital Advisors
Oregon
$27.1M +$1.27M +57,396 +5%
NA
82
NewEdge Advisors
Louisiana
$27M +$433K +19,554 +2%
WAM
83
WFA Asset Management
Wisconsin
$26.8M +$879K +39,690 +3%
RWP
84
Reliant Wealth Planning
Kentucky
$26.6M +$3.63M +164,070 +16%
RA
85
RFG Advisory
Alabama
$25.6M +$7.42M +296,727 +41%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$25.4M -$1.94M -87,591 -7%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$25.4M -$1.26M -57,054 -5%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$25.2M +$2.78M +125,421 +12%
SPC
89
Sigma Planning Corp
Michigan
$25M +$2.39M +107,931 +11%
PRS
90
Pinkerton Retirement Specialists
Idaho
$24.6M -$1.51M -68,382 -6%
MAM
91
Madison Asset Management
Wisconsin
$24.6M -$16.1M -729,204 -40%
WF
92
Whelan Financial
California
$24.1M +$675K +30,468 +3%
AWM
93
Axxcess Wealth Management
California
$23.6M +$1.43M +64,431 +6%
MAM
94
Marquette Asset Management
Minnesota
$23.4M +$3.38M +152,610 +17%
MAM
95
McCarthy Asset Management
California
$23.3M +$2.74M +123,939 +13%
FT
96
Fiduciary Trust
Massachusetts
$23.1M +$1.9M +85,974 +9%
MSFS
97
Main Street Financial Solutions
Pennsylvania
$23.1M +$2.77M +125,193 +14%
CRC
98
Curi RMB Capital
Illinois
$22.6M -$46.6M -2,105,013 -67%
WWM
99
Windsor Wealth Management
Indiana
$22.2M +$1.52M +67,422 +7%
WMS
100
Wealth Management Solutions
Pennsylvania
$22M +$7.23M +326,601 +49%
2 3
4
5 6