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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 %
OPW
1101
Oxler Private Wealth
New York
$17.5K – – –
QC
1102
Quent Capital
New York
$17K +$17K +786 New
PA
1103
PSI Advisors
Florida
$16K +$68 +3 +0.4%
SWA
1104
SOA Wealth Advisors
New York
$16K +$16K +750 New
GEA
1105
Glen Eagle Advisors
New Jersey
$15.9K +$15.6K +705 +4,700%
NDSI
1106
Newman Dignan & Sheerar Inc
Rhode Island
$15.2K +$420 +18,954 +3%
JGIA
1107
Jackson Grant Investment Advisers
Connecticut
$15K +$132 +6 +0.9%
PFM
1108
Phillips Financial Management
Indiana
$14K +$14K +615 New
RDIA
1109
RE Dickinson Investment Advisors
Iowa
$13K +$1.06K +48 +9%
IFAM
1110
Institutional & Family Asset Management
Colorado
$13K +$6.7K +300 +106%
ODG
1111
O'Dell Group
Ohio
$13K +$13K +579 New
TC
1112
Truvestments Capital
Florida
$12K +$1.38K +63 +13%
BCM
1113
Bourgeon Capital Management
Connecticut
$12K +$12K +555 New
WA
1114
Win Advisors
Florida
$11K -$65.8K -2,961 -86%
CPFP
1115
Clear Perspectives Financial Planning
Ohio
$11K +$1.12K +51 +11%
SL
1116
Savior LLC
Massachusetts
$11K +$11K +492 New
FDCDDQ
1117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K – – –
FMP
1118
Financial Management Professionals
Texas
$10K -$114K -5,007 -92%
PWP
1119
Principle Wealth Partners
Connecticut
$9.32K +$534 +24,108 +6%
AWM
1120
AllSquare Wealth Management
New York
$9K – – –
LB
1121
Legacy Bridge
Iowa
$9K – – –
CSB
1122
City State Bank
Iowa
$8K – – –
CPA
1123
Cardiff Park Advisors
California
$8K +$67 +3 +0.8%
WFA
1124
WestHill Financial Advisors
California
$7K – – –
KA
1125
Kozak & Associates
Colorado
$7K +$7K +303 New
43 44
45
46 47