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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.

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
1
Ameriprise
Minnesota
$649M
2
AAS
2
Avantax Advisory Services
Texas
$492M
3
LPL Financial
3
LPL Financial
California
$680M
4
Wells Fargo
4
Wells Fargo
California
$302M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$326M

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$1.99M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$6.42M
3
MNG
3
Manning & Napier Group
New York
$16.4M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
OWM
5
Olympus Wealth Management
Utah
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
76
Davidson Capital Management
Texas
$35.5M 1,411,485 +72,639 +5%
SL
77
Systelligence LLC
Minnesota
$34.7M 1,377,186 -152,856 -10%
SIG
78
Spinnaker Investment Group
California
$34.3M 1,361,280 +26,289 +2%
KWA
79
Kellett Wealth Advisors
Ohio
$34.2M 1,357,542 +23,058 +2%
ETS
80
ESL Trust Services
New York
$33.8M 1,343,178 +11,118 +0.8%
SIS
81
Strategic Investment Solutions
Illinois
$33.5M 1,287,984 +1,287,984 New
Jane Street
82
Jane Street
New York
$33.1M 1,315,131 +898,797 +216%
MIA
83
Milestone Investment Advisors
Wisconsin
$32.8M 1,303,371 +1,303,371 New
SFG
84
Sunburst Financial Group
Alabama
$32.8M 1,303,110 +29,826 +2%
LA
85
LVW Advisors
New York
$32.6M 1,293,525 +598,125 +86%
SCA
86
Scott Capital Advisors
Oregon
$32M 1,270,023 +48,168 +4%
BC
87
Brio Consultants
California
$31.6M 1,253,277 +55,932 +5%
TWM
88
Tradition Wealth Management
Minnesota
$31.5M 1,250,580 +1,080 +0.1%
MAM
89
Madison Asset Management
Wisconsin
$31.4M 1,248,300 +138,471 +12%
PS
90
Portfolio Strategies
New York
$31.4M 1,246,440 +1,246,440 New
WAM
91
WFA Asset Management
Wisconsin
$31.2M 1,238,244 +29,799 +2%
RWP
92
Reliant Wealth Planning
Kentucky
$30.9M 1,226,973 +25,965 +2%
JFA
93
JNBA Financial Advisors
Minnesota
$30.4M 1,207,482 -17,490 -1%
PSCM
94
Per Stirling Capital Management
Texas
$30.2M 1,199,277 +1,199,277 New
SPC
95
Sigma Planning Corp
Michigan
$30M 1,190,226 +62,499 +6%
RA
96
RFG Advisory
Alabama
$29.9M 1,157,046 +131,823 +13%
EA
97
Evergreen Advisors
Tennessee
$28.8M 1,145,469 +1,145,469 New
WWM
98
Windsor Wealth Management
Indiana
$28.6M 1,104,477 +121,083 +12%
WMS
99
Wealth Management Solutions
Pennsylvania
$28.3M 1,122,546 +128,586 +13%
PRS
100
Pinkerton Retirement Specialists
Idaho
$28.1M 1,115,559 +4,320 +0.4%
2 3
4
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