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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 %
BCP
1176
Blue Chip Partners
Michigan
– -$568K -23,778 Closed
CAN
1177
Claraphi Advisory Network
United States
– -$554K -23,187 Closed
ARC
1178
Advisor Resource Council
Texas
– -$459K -19,248 Closed
MG
1179
Mather Group
Illinois
– -$459K -19,242 Closed
LMKC
1180
L.M. Kohn & Company
Ohio
– -$350K -14,658 Closed
TRCT
1181
Tower Research Capital (TRC)
New York
– -$345K -14,433 Closed
AAS
1182
Annex Advisory Services
Wisconsin
– -$319K -13,356 Closed
WAS
1183
WESPAC Advisors SoCal
California
– -$319K -13,350 Closed
MFG
1184
Magnus Financial Group
New York
– -$317K -13,287 Closed
FCMA
1185
Foresight Capital Management Advisors
Michigan
– -$317K -13,260 Closed
LIA
1186
LBMC Investment Advisors
Tennessee
– -$304K -12,741 Closed
NWMG
1187
National Wealth Management Group
Ohio
– -$288K -12,075 Closed
LWA
1188
LWS Wealth Advisors
New Jersey
– -$286K -11,997 Closed
FA
1189
Fiducient Advisors
Illinois
– -$281K -11,760 Closed
Marshall Wace
1190
Marshall Wace
United Kingdom
– -$280K -11,700 Closed
BB
1191
Bell Bank
North Dakota
– -$273K -11,454 Closed
TI
1192
Trexquant Investment
Connecticut
– -$270K -11,295 Closed
AWE
1193
Avidian Wealth Enterprises
Texas
– -$267K -11,163 Closed
BA
1194
Bridge Advisory
California
– -$262K -10,935 Closed
GCA
1195
Genesee Capital Advisors
New York
– -$250K -10,464 Closed
SLT
1196
St Louis Trust
Missouri
– -$243K -10,170 Closed
RCAG
1197
Rehmann Capital Advisory Group
Michigan
– -$239K -10,011 Closed
AFG
1198
Arkansas Financial Group
Arkansas
– -$238K -9,978 Closed
DTL
1199
Dynamic Technology Lab
Singapore
– -$237K -9,912 Closed
SWMG
1200
Signature Wealth Management Group
Georgia
– -$233K -9,744 Closed
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