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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 %
GC
1201
Grimes & Company
Massachusetts
– -$231K -9,660 Closed
AGA
1202
Arkos Global Advisors
Texas
– -$230K -9,630 Closed
DFG
1203
Demars Financial Group
Washington
– -$226K -9,468 Closed
CFS
1204
Capital Financial Services
New York
– -$222K -9,309 Closed
BAM
1205
Blueshift Asset Management
New Jersey
– -$221K -9,252 Closed
FA
1206
Fountainhead AM
New Jersey
– -$218K -9,141 Closed
SHWM
1207
Silicon Hills Wealth Management
Texas
– -$218K -9,111 Closed
PAM
1208
Peak Asset Management
Colorado
– -$215K -9,000 Closed
BAM
1209
Bosun Asset Management
Illinois
– -$215K -9,000 Closed
TWM
1210
Thrive Wealth Management
Pennsylvania
– -$214K -8,946 Closed
RCA
1211
Resonant Capital Advisors
Wisconsin
– -$214K -8,946 Closed
ICG
1212
InterOcean Capital Group
Tennessee
– -$213K -8,901 Closed
FNBT
1213
FineMark National Bank & Trust
Florida
– -$212K -8,883 Closed
PAM
1214
Pegasus Asset Management
New York
– -$212K -8,877 Closed
RBCM
1215
Raub Brock Capital Management
California
– -$212K -8,874 Closed
CWM
1216
Concentric Wealth Management
California
– -$212K -8,865 Closed
CP
1217
Capital Planning
Washington
– -$211K -8,838 Closed
RGC
1218
Roberts, Glore & Co
Illinois
– -$211K -8,835 Closed
CWM
1219
Cornerstone Wealth Management
Missouri
– -$211K -8,823 Closed
LFA
1220
Laraway Financial Advisors
Minnesota
– -$210K -8,790 Closed
9WM
1221
9258 Wealth Management
Ohio
– -$210K -8,784 Closed
CFA
1222
CWS Financial Advisors
Michigan
– -$208K -8,718 Closed
VCWA
1223
Vanguard Capital Wealth Advisors
Colorado
– -$207K -8,670 Closed
CPW
1224
Catalyst Private Wealth
California
– -$207K -8,670 Closed
WAAG
1225
Wealth Alliance Advisory Group
Kansas
– -$206K -8,610 Closed
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