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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,317 hedge funds and large institutions have $19.1B invested in Schwab US Dividend Equity ETF in 2022 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 690 increasing their positions, 280 reducing their positions, and 45 closing their positions.

Holders
1,317
Holders Change
+163
Holders Change %
+14.12%
% of All Funds
21.25%
Holding in Top 10
266
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+24.88%
% of All Funds
4.29%
New
229
Increased
690
Reduced
280
Closed
45
Calls
$99.5M
Puts
$49.3M
Net Calls
+$50.2M
Net Calls Change
+$20.1M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$649M
2
AAS
2
Avantax Advisory Services
Texas
$492M
3
LPL Financial
3
LPL Financial
California
$680M
4
Wells Fargo
4
Wells Fargo
California
$302M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$326M

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$1.99M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$6.42M
3
MNG
3
Manning & Napier Group
New York
$16.4M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
OWM
5
Olympus Wealth Management
Utah
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MSFS
101
Main Street Financial Solutions
Pennsylvania
$27.8M 1,103,634 +62,568 +6%
MAM
102
Marquette Asset Management
Minnesota
$27.6M 1,096,764 +39,705 +4%
LPAM
103
Lodestar Private Asset Management
California
$27.5M 1,091,715 +1,091,715 New
FT
104
Fiduciary Trust
Massachusetts
$27.2M 1,079,790 +35,565 +3%
MAM
105
McCarthy Asset Management
California
$26.6M 1,055,106 +2,097 +0.2%
SIA
106
Soltis Investment Advisors
Utah
$26.4M 1,048,005 +241,785 +30%
AWC
107
Adamsbrown Wealth Consultants
Kansas
$26.2M 1,039,788 +136,608 +15%
PWP
108
Principle Wealth Partners
Connecticut
$26M 1,034,022 +613,329 +146%
AWM
109
Axxcess Wealth Management
California
$25.9M 1,027,185 -40,437 -4%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$25.7M 1,022,364 -124,629 -11%
SFA
111
Souders Financial Advisors
Ohio
$25.6M 1,014,696 +32,271 +3%
NFG
112
Nadler Financial Group
Illinois
$25.5M 1,011,564 +387,939 +62%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$24.9M 987,537 +23,343 +2%
CRC
114
Curi RMB Capital
Illinois
$24.7M 982,485 -40,344 -4%
VDI
115
Vaughan David Investments
Illinois
$24.5M 971,115 +42,714 +5%
RCA
116
Reitz Capital Advisors
Michigan
$24.4M 969,957 +33,477 +4%
CG
117
Colony Group
Massachusetts
$24.3M 966,906 -9,054 -0.9%
SA
118
Stewardship Advisors
Pennsylvania
$24.3M 966,444 -6,102 -0.6%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$23.7M 939,948 +30,606 +3%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$23.6M 938,433 +38,622 +4%
MAG
121
Members Advisory Group
New York
$23.5M 931,923 -981 -0.1%
IA
122
IAM Advisory
Pennsylvania
$23.4M 930,870 -10,986 -1%
BPA
123
Beacon Pointe Advisors
California
$23.4M 929,388 +13,194 +1%
LIM
124
Leavell Investment Management
Alabama
$23M 913,146 -8,331 -0.9%
EWA
125
EP Wealth Advisors
California
$22.9M 910,590 +205,398 +29%
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5
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