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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.

New
Increased
Maintained
Reduced
Closed
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
Royal Bank of Canada
Ontario, Canada
+$141M
2
CAM
Cresset Asset Management
Illinois
+$122M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59.9M
4
OWM
Orgel Wealth Management
Wisconsin
+$51.5M
5
LPL Financial
LPL Financial
California
+$47.5M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$63.9M
2
Ameriprise
Ameriprise
Minnesota
-$51.3M
3
BWL
Bogart Wealth LLC
Virginia
-$48.7M
4
CL
COWA LLC
Oklahoma
-$47.7M
5
SW
SVB Wealth
Massachusetts
-$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
1101
Intercontinental Wealth Advisors
Texas
$285K +$45.8K +1,890 +19%
AA
1102
AlphaMark Advisors
Kentucky
$285K +$135K +5,595 +91%
TWA
1103
TCI Wealth Advisors
Arizona
$283K -$799 -33 -0.3%
TA
1104
Trellis Advisors
Washington
$282K – – –
VAS
1105
Valicenti Advisory Services
New York
$281K +$16.7K +690 +6%
BL
1106
BFSG LLC
California
$281K +$281K +11,598 New
GT
1107
Glenmede Trust
Pennsylvania
$280K – – –
EI
1108
Ellevest Inc
New York
$277K -$31.2K -1,287 -10%
NWMG
1109
National Wealth Management Group
Ohio
$277K +$277K +11,184 New
PAM
1110
Pegasus Asset Management
New York
$276K -$4.72K -195 -2%
BWA
1111
Bordeaux Wealth Advisors
California
$275K – – –
WJWM
1112
Williams Jones Wealth Management
New York
$273K -$4.94K -204 -2%
RSC
1113
Red Spruce Capital
Pennsylvania
$273K +$273K +11,286 New
DAM
1114
Delta Asset Management
Tennessee
$273K +$218 +9 +0.1%
LCM
1115
Leisure Capital Management
California
$273K +$13.8K +570 +5%
RBCM
1116
Raub Brock Capital Management
California
$272K +$4.07K +168 +2%
CG
1117
Corundum Group
Colorado
$271K – – –
DI
1118
DFPG Investments
Utah
$271K -$365K -14,703 -57%
RRC
1119
Relaxing Retirement Coach
Massachusetts
$271K – – –
PA
1120
Procyon Advisors
Connecticut
$271K +$53.7K +2,217 +25%
LRPA
1121
L. Roy Papp & Associates
Arizona
$271K – – –
SSW
1122
Stone Summit Wealth
Florida
$270K +$270K +11,151 New
Jones Financial Companies
1123
Jones Financial Companies
Missouri
$268K +$268K +11,055 New
ZIM
1124
Zacks Investment Management
Illinois
$267K -$206K -8,496 -44%
ODIJL
1125
One Day In July LLC
Vermont
$266K -$7.19K -297 -3%
43 44
45
46 47