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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
$204M
2
Bank of America
Bank of America
North Carolina
$461M
3
RC
RegentAtlantic Capital
New Jersey
$85.7M
4
Ameriprise
Ameriprise
Minnesota
$423M
5
Morgan Stanley
Morgan Stanley
New York
$453M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$341M
2
CRC
Curi RMB Capital
Illinois
$22.6M
3
VWA
Visionary Wealth Advisors
Illinois
$3.88M
4
MAM
Madison Asset Management
Wisconsin
$24.6M
5
MNG
Manning & Napier Group
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
1076
Lee Financial
Texas
$35K – – –
FA
1077
Faithward Advisors
Pennsylvania
$34K -$5.08K -231 -13%
GCM
1078
Gables Capital Management
Florida
$33K – – –
FSWA
1079
Financial Synergies Wealth Advisors
Texas
$32.6K -$66K -2,985 -67%
RDFA
1080
Ritter Daniher Financial Advisory
Ohio
$30K – – –
AW
1081
Avion Wealth
Texas
$29K – – –
DTIM
1082
Danda Trouve Investment Management
Kansas
$29K +$22.1K +1,011 +321%
Kayne Anderson Rudnick Investment Management
1083
Kayne Anderson Rudnick Investment Management
California
$28K – – –
RTC
1084
Riverview Trust Company
Washington
$27K – – –
GA
1085
GoalVest Advisory
New York
$27K – – –
BA
1086
Bellwether Advisors
Nebraska
$26K – – –
SCA
1087
Stonebridge Capital Advisors
Minnesota
$25K -$10.1K -465 -29%
AIP
1088
Ameritas Investment Partners
Nebraska
$24K +$960 +45 +4%
TSW
1089
Thompson Siegel & Walmsley
Virginia
$24K +$24K +1,092 New
MFT
1090
Moisand Fitzgerald Tamayo
Florida
$23K -$397 -18 -2%
WTA
1091
Washington Trust Advisors
Massachusetts
$23K – – –
MG
1092
MilWealth Group
Wisconsin
$21.9K – – –
WT
1093
Washington Trust
Rhode Island
$20K -$339 -15 -2%
OC
1094
Oakworth Capital
Alabama
$20K – – –
EL
1095
EMFO LLC
Florida
$19K +$131 +6 +0.7%
MOS
1096
MGO One Seven
Ohio
$18.2K +$17.3K +532,833 +2,052%
OIA
1097
Optimum Investment Advisors
Illinois
$18K -$6.37K -294 -26%
PGAM
1098
Princeton Global Asset Management
New Jersey
$18K – – –
M1FG
1099
Mach-1 Financial Group
Arkansas
$18K – – –
FP
1100
Financial Perspectives
Minnesota
$17.9K -$1.06K -48 -6%
42 43
44
45 46