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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,335 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 698 increasing their positions, 385 reducing their positions, and 73 closing their positions.

Holders
1,335
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
21.37%
Holding in Top 10
262
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.5%
% of All Funds
4.19%
New
122
Increased
698
Reduced
385
Closed
73
Calls
$93.4M
Puts
$50.2M
Net Calls
+$43.2M
Net Calls Change
-$6.95M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$716M
2
LPL Financial
2
LPL Financial
California
$740M
3
RWM
3
Rezny Wealth Management
Florida
$64.7M
4
Cerity Partners
4
Cerity Partners
New York
$50.3M
5
FT
5
Fiduciary Trust
Massachusetts
$72.1M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$638M
2
MIH
2
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
4
Wells Fargo
California
$254M
5
BDWCC
5
B&D White Capital Company
Texas
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
76
Whelan Financial
California
$35.6M 1,458,903 +27,672 +2%
MAM
77
Marquette Asset Management
Minnesota
$35.5M 1,456,896 +360,132 +33%
SIG
78
Spinnaker Investment Group
California
$34.5M 1,412,751 +51,471 +4%
SL
79
Systelligence LLC
Minnesota
$34.3M 1,407,585 +30,399 +2%
NA
80
NewEdge Advisors
Louisiana
$34.2M 1,405,821 +95,589 +7%
KWA
81
Kellett Wealth Advisors
Ohio
$33.4M 1,369,680 +12,138 +0.9%
WMS
82
Wealth Management Solutions
Pennsylvania
$33.1M 1,356,315 +233,769 +21%
BC
83
Brio Consultants
California
$33.1M 1,356,306 +103,029 +8%
ETS
84
ESL Trust Services
New York
$33M 1,351,617 +8,439 +0.6%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$32.7M 499,953 -17,511 -3%
MIA
86
Milestone Investment Advisors
Wisconsin
$32.7M 1,340,205 +36,834 +3%
SIS
87
Strategic Investment Solutions
Illinois
$32.3M 1,324,893 +36,909 +3%
SFG
88
Sunburst Financial Group
Alabama
$32.3M 1,324,308 +21,198 +2%
SCA
89
Scott Capital Advisors
Oregon
$31.5M 1,293,456 +23,433 +2%
WAM
90
WFA Asset Management
Wisconsin
$31M 1,272,417 +34,173 +3%
TWM
91
Tradition Wealth Management
Minnesota
$30.7M 1,259,577 +8,997 +0.7%
JFA
92
JNBA Financial Advisors
Minnesota
$29.9M 1,226,667 +19,185 +2%
RWP
93
Reliant Wealth Planning
Kentucky
$29.7M 1,216,239 -10,734 -0.9%
IWC
94
Integrated Wealth Concepts
Massachusetts
$29.5M 1,209,687 +383,052 +46%
EA
95
Evergreen Advisors
Tennessee
$29M 1,190,190 +44,721 +4%
RA
96
RFG Advisory
Alabama
$28.8M 1,180,497 +23,451 +2%
AWC
97
Adamsbrown Wealth Consultants
Kansas
$28.6M 1,173,843 +134,055 +13%
MSFS
98
Main Street Financial Solutions
Pennsylvania
$27.7M 1,135,110 +31,476 +3%
CWM
99
Cedar Wealth Management
California
$27.6M 1,131,657 +269,712 +31%
JJBC
100
James J. Burns & Company
New York
$27.5M 1,128,840 +434,667 +63%
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