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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.

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
1
Merit Financial Group
Georgia
$204M
2
Bank of America
2
Bank of America
North Carolina
$461M
3
RC
3
RegentAtlantic Capital
New Jersey
$85.7M
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
Morgan Stanley
5
Morgan Stanley
New York
$453M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341M
2
CRC
2
Curi RMB Capital
Illinois
$22.6M
3
VWA
3
Visionary Wealth Advisors
Illinois
$3.88M
4
MAM
4
Madison Asset Management
Wisconsin
$24.6M
5
MNG
5
Manning & Napier Group
New York
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
101
Souders Financial Advisors
Ohio
$21.8M 982,425 -12,396 -1%
SHJ
102
Sharkey, Howes & Javer
Colorado
$21.7M 980,370 -175,959 -15%
CG
103
Colony Group
Massachusetts
$21.6M 975,960 +3,660 +0.4%
SA
104
Stewardship Advisors
Pennsylvania
$21.5M 972,546 -171,423 -15%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$21.4M 964,194 +55,305 +6%
Two Sigma Investments
106
Two Sigma Investments
New York
$21.3M 961,200 -225,600 -19%
IA
107
IAM Advisory
Pennsylvania
$20.9M 941,856 +30,630 +3%
RCA
108
Reitz Capital Advisors
Michigan
$20.7M 936,480 +13,083 +1%
MAG
109
Members Advisory Group
New York
$20.7M 932,904 -6,207 -0.7%
VDI
110
Vaughan David Investments
Illinois
$20.6M 928,401 +10,227 +1%
LIM
111
Leavell Investment Management
Alabama
$20.4M 921,477 +35,037 +4%
BPA
112
Beacon Pointe Advisors
California
$20.3M 916,194 +70,185 +8%
FANJ
113
Financial Architects (New Jersey)
New Jersey
$20.1M 909,342 +909,342 New
AWC
114
Adamsbrown Wealth Consultants
Kansas
$20M 903,180 +67,026 +8%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$19.9M 899,811 +98,778 +12%
AFA
116
AllGen Financial Advisors
Florida
$19.9M 896,439 +55,710 +7%
CH
117
CVS Health
Rhode Island
$19.7M 891,018 – –
HCM
118
Hengehold Capital Management
Ohio
$19.6M 884,364 +6,300 +0.7%
CA
119
Capital Advantage
California
$19.2M 868,002 +2,940 +0.3%
JIC
120
JRM Investment Counsel
Nebraska
$18.9M 854,676 -237,474 -22%
WFS
121
Walker Financial Services
Kentucky
$18.3M 826,800 -5,679 -0.7%
DIP
122
DT Investment Partners
Pennsylvania
$18.2M 823,704 +25,380 +3%
FCI
123
Financial Counselors Inc
Kansas
$18M 812,106 -52,983 -6%
SIA
124
Soltis Investment Advisors
Utah
$17.9M 806,220 +17,760 +2%
PWMAG
125
Pinnacle Wealth Management Advisory Group
New Jersey
$17.6M 794,286 +74,025 +10%
3 4
5
6 7