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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 %
NG
1126
NWK Group
California
$6K – – –
MW
1127
Milestone Wealth
New York
$6K – – –
SWM
1128
Sugarloaf Wealth Management
Georgia
$6K +$6K +243 New
FHC
1129
First Heartland Consultants
Missouri
$5.62K +$4.73K +213,798 +532%
HCP
1130
Hexagon Capital Partners
Arkansas
$5K +$200 +9 +4%
CP
1131
Castleview Partners
Texas
$5K +$2.26K +99 +83%
FWM
1132
Focused Wealth Management
New York
$4K -$823K -35,181 -100%
LFA
1133
Level Financial Advisors
New York
$4K -$1.68K -72 -30%
IWP
1134
IAG Wealth Partners
Wisconsin
$4K – – –
WBC
1135
West Branch Capital
Massachusetts
$4K +$1.42K +66 +55%
OSAM
1136
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +162 New
AC
1137
AlphaCore Capital
California
$3K -$24.4K -975 -89%
MAM
1138
Meeder Asset Management
Ohio
$3K -$62 -3 -2%
BWP
1139
Baldwin Wealth Partners
Massachusetts
$3K – – –
MA
1140
MCF Advisors
Kentucky
$3K – – –
TFM
1141
TFC Financial Management
Massachusetts
$3K – – –
OFG
1142
Oxford Financial Group
Indiana
$3K +$1.5K +66 +100%
EC
1143
EdgeRock Capital
Colorado
$3K +$3K +138 New
VAM
1144
Vienna Asset Management
California
$3K +$3K +150 New
WB
1145
Webster Bank
Connecticut
$3K +$3K +150 New
APS
1146
American Planning Services
Florida
$2.6K -$2.39M -107,565 -100%
PCA
1147
Providence Capital Advisors
North Carolina
$2K – – –
BLC
1148
Brown, Lisle/Cummings
Rhode Island
$1.33K +$1.33K +60 New
Bank of Montreal
1149
Bank of Montreal
Ontario, Canada
$1.02K -$1.54K -64,692 -60%
CCM
1150
Covington Capital Management
California
$1K – – –
44 45
46
47 48