SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LC
1051
Lindbrook Capital
California
$62K +$15.8K +708 +34%
SIC
1052
SJS Investment Consulting
Ohio
$62K +$62K +2,799 New
AWM
1053
Abound Wealth Management
Tennessee
$61.9K
OA
1054
Operose Advisors
Wisconsin
$59K
DWP
1055
Destiny Wealth Partners
Florida
$58K
National Bank of Canada
1056
National Bank of Canada
Quebec, Canada
$56K +$23.1K +1,050 +70%
BlackRock
1057
BlackRock
New York
$55K +$7.44K +333 +16%
SIS
1058
Sound Income Strategies
Florida
$54K +$6.26K +285 +13%
CCA
1059
Column Capital Advisors
Indiana
$52K +$1.98K +90 +4%
CFFP
1060
Center for Financial Planning
Michigan
$51K +$24.1K +1,083 +89%
AA
1061
AlphaMark Advisors
Kentucky
$48K
FA
1062
Flagstar Advisors
New York
$47.3K +$47.3K +2,133 New
JWA
1063
JFS Wealth Advisors
Pennsylvania
$45K
TWC
1064
TD Waterhouse Canada
Ontario, Canada
$43.2K +$11.4K +459 +36%
SC
1065
Steph & Co
Wisconsin
$43K
BTI
1066
Blue Trust Inc
Georgia
$42K -$154K -6,447 -79%
GWANC
1067
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K -$14.1K -630 -25%
AA
1068
Addison Advisors
Vermont
$41K
BHWM
1069
Beaird Harris Wealth Management
Texas
$40K
TFP
1070
Tilia Fiduciary Partners
North Carolina
$40K +$67 +3 +0.2%
ANBT
1071
American National Bank & Trust
Texas
$39K +$30.8K +1,404 +374%
HDIM
1072
Hanson & Doremus Investment Management
Vermont
$39K +$39K +1,755 New
CYG
1073
Clean Yield Group
Vermont
$38K
CSPAM
1074
Cary Street Partners Asset Management
Virginia
$38K +$38K +1,728 New
HIA
1075
Harbor Investment Advisory
Maryland
$36K