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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$278M
2
CAM
2
Cresset Asset Management
Illinois
$124M
3
DWM
3
Dechtman Wealth Management
Colorado
$79.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
OWM
5
Orgel Wealth Management
Wisconsin
$300M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$661M
3
BWL
3
Bogart Wealth LLC
Virginia
$498K
4
CL
4
COWA LLC
Oklahoma
$3.72M
5
SW
5
SVB Wealth
Massachusetts
$36.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
76
Charles Schwab
California
$37.1M 511,188 -498,164 -49%
SW
77
SVB Wealth
Massachusetts
$36.6M 503,911 -632,273 -56%
WF
78
Whelan Financial
California
$36M 496,037 +9,736 +2%
SIG
79
Spinnaker Investment Group
California
$35.6M 489,108 +18,191 +4%
MAM
80
Marquette Asset Management
Minnesota
$35M 482,030 -3,602 -0.7%
IWC
81
Integrated Wealth Concepts
Massachusetts
$34.2M 470,802 +67,573 +17%
NA
82
NewEdge Advisors
Louisiana
$34M 468,771 +164 +0%
AT
83
American Trust
Kentucky
$32.9M 452,677 +73,752 +19%
SFG
84
Sunburst Financial Group
Alabama
$32.9M 452,616 +11,180 +3%
SCA
85
Scott Capital Advisors
Oregon
$32.9M 452,530 +21,378 +5%
ETS
86
ESL Trust Services
New York
$32.6M 448,453 -2,086 -0.5%
KWA
87
Kellett Wealth Advisors
Ohio
$32.3M 445,272 -11,288 -2%
SIA
88
Soltis Investment Advisors
Utah
$31.8M 438,218 +69,830 +19%
WAM
89
WFA Asset Management
Wisconsin
$31.5M 434,073 +9,934 +2%
AWM
90
AE Wealth Management
Kansas
$30.9M 425,310 +178,319 +72%
WMS
91
Wealth Management Solutions
Pennsylvania
$30.5M 420,617 -31,488 -7%
AWC
92
Adamsbrown Wealth Consultants
Kansas
$30.3M 416,865 +25,584 +7%
EA
93
Evergreen Advisors
Tennessee
$29.9M 411,182 +14,452 +4%
BPA
94
Beacon Pointe Advisors
California
$29.1M 401,405 +32,696 +9%
MSFS
95
Main Street Financial Solutions
Pennsylvania
$29.1M 400,480 +22,110 +6%
CWM
96
Cedar Wealth Management
California
$29.1M 400,143 +22,924 +6%
FFS
97
Founders Financial Securities
Maryland
$29M 399,995 +137,727 +53%
JJBC
98
James J. Burns & Company
New York
$28.7M 395,437 +19,157 +5%
RWP
99
Reliant Wealth Planning
Kentucky
$28.6M 393,996 -11,417 -3%
PWP
100
Principle Wealth Partners
Connecticut
$28.3M 389,974 +25,852 +7%
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4
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