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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 %
NC
1151
NewSquare Capital
Pennsylvania
$1K – – –
QCG
1152
Quadrant Capital Group
Ohio
$1K – – –
FCAG
1153
First Capital Advisors Group
New Jersey
$1K +$1K +45 New
BIM
1154
Baldwin Investment Management
Pennsylvania
$795 -$372 -16,812 -32%
WWP
1155
WR Wealth Planners
Missouri
$465 -$1.86K -84 -80%
WIM
1156
Westside Investment Management
California
$8 – – –
ES
1157
Eagle Strategies
New York
– -$10.2M -428,898 Closed
OAM
1158
Oak Asset Management
California
– -$9.79M -410,055 Closed
EFSCE
1159
Enterprise Financial Services Corp (EFSC)
Missouri
– -$9.7M -406,416 Closed
AFA
1160
Atlas Financial Advisors
California
– -$4.41M -184,722 Closed
E
1161
Ergoteles
New York
– -$3.67M -153,594 Closed
DFA
1162
DHK Financial Advisors
New Hampshire
– -$3.44M -143,955 Closed
WIM
1163
Warwick Investment Management
Texas
– -$2.68M -112,287 Closed
Wolverine Trading
1164
Wolverine Trading
Illinois
– -$2.61M -108,924 Closed
Nomura Asset Management
1165
Nomura Asset Management
Japan
– -$2.88M -84,150 Closed
Qube Research & Technologies (QRT)
1166
Qube Research & Technologies (QRT)
United Kingdom
– -$1.41M -59,022 Closed
LGWM
1167
Litman Gregory Wealth Management
California
– -$1.05M -44,100 Closed
GF
1168
Gries Financial
Ohio
– -$986K -41,301 Closed
FTUS
1169
Flow Traders U.S.
New York
– -$965K -40,407 Closed
HWM
1170
Horizon Wealth Management
Illinois
– -$859K -35,985 Closed
SWIG
1171
Strategic Wealth Investment Group
Kentucky
– -$808K -33,834 Closed
AIP
1172
Almanack Investment Partners
Pennsylvania
– -$805K -33,720 Closed
CCA
1173
Checchi Capital Advisers
California
– -$671K -27,030 Closed
BFA
1174
Beacon Financial Advisory
Ohio
– -$611K -25,605 Closed
Millennium Management
1175
Millennium Management
New York
– -$599K -25,077 Closed
45 46
47
48 49