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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 %
HPC
1001
HM Payson & Co
Maine
$189K -$263K -11,898 -58%
GTAM
1002
Global Trust Asset Management
Florida
$182K – – –
UB
1003
UMB Bank
Missouri
$179K -$264K -11,949 -60%
AIC
1004
Archer Investment Corporation
Indiana
$175K +$1.66K +75 +1%
TCOV
1005
Trust Company of Vermont
Vermont
$170K – – –
FHA
1006
First Horizon Advisors
Tennessee
$166K -$133K -5,994 -44%
AWM
1007
Aberdeen Wealth Management
Illinois
$166K – – –
WWM
1008
Wagner Wealth Management
South Carolina
$155K +$1.46K +66 +0.9%
MRCM
1009
M&R Capital Management
New Jersey
$155K +$14.6K +660 +10%
WWM
1010
Wolff Wiese Magana
California
$146K +$1.13K +51 +0.8%
AWM
1011
Accel Wealth Management
Iowa
$145K +$17.4K +744 +14%
EW
1012
Element Wealth
Mississippi
$143K – – –
TCWA
1013
Ten Capital Wealth Advisors
Washington
$142K +$13.3K +600 +10%
TFA
1014
Toth Financial Advisory
Virginia
$139K +$11.8K +534 +9%
VCM
1015
Vigilant Capital Management
Maine
$138K +$16.6K +750 +14%
FFA
1016
Fairfield Financial Advisors
Massachusetts
$136K +$266 +12 +0.2%
SN
1017
Sittner & Nelson
Oregon
$133K – – –
DWMG
1018
DB Wealth Management Group
California
$132K – – –
FPFS
1019
First Personal Financial Services
North Carolina
$131K – – –
TWA
1020
TCI Wealth Advisors
Arizona
$128K +$36.7K +1,653 +40%
BWA
1021
BDO Wealth Advisors
Florida
$125K -$2.12K -96 -2%
SFC
1022
SYM Financial Corp
Indiana
$124K – – –
TF
1023
Tompkins Financial
New York
$121K +$50.9K +2,286 +73%
SSG
1024
Summit Securities Group
New York
$120K +$120K +5,400 New
HFS
1025
HBC Financial Services
Washington
$119K – – –
39 40
41
42 43