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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,335 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 698 increasing their positions, 385 reducing their positions, and 73 closing their positions.

Holders
1,335
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
21.37%
Holding in Top 10
262
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.5%
% of All Funds
4.19%
New
122
Increased
698
Reduced
385
Closed
73
Calls
$93.4M
Puts
$50.2M
Net Calls
+$43.2M
Net Calls Change
-$6.95M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$716M
2
LPL Financial
2
LPL Financial
California
$740M
3
RWM
3
Rezny Wealth Management
Florida
$64.7M
4
Cerity Partners
4
Cerity Partners
New York
$50.3M
5
FT
5
Fiduciary Trust
Massachusetts
$72.1M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$638M
2
MIH
2
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
4
Wells Fargo
California
$254M
5
BDWCC
5
B&D White Capital Company
Texas
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
LPAM
101
Lodestar Private Asset Management
California
$27.4M 1,125,324 +33,609 +3%
AWM
102
Axxcess Wealth Management
California
$27.4M 1,125,057 +97,872 +10%
PRS
103
Pinkerton Retirement Specialists
Idaho
$27.3M 1,121,331 +5,772 +0.5%
NFG
104
Nadler Financial Group
Illinois
$27.1M 1,110,612 +99,048 +10%
BPA
105
Beacon Pointe Advisors
California
$27M 1,106,127 +176,739 +19%
SIA
106
Soltis Investment Advisors
Utah
$27M 1,105,164 +57,159 +5%
PWP
107
Principle Wealth Partners
Connecticut
$26.6M 1,092,366 +58,344 +6%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$26.5M 1,088,655 +101,118 +10%
WWM
109
Windsor Wealth Management
Indiana
$26.1M 1,068,771 -35,706 -3%
MAM
110
McCarthy Asset Management
California
$25.6M 1,051,383 -3,723 -0.4%
IAN
111
Integrated Advisors Network
Texas
$25.2M 1,035,105 +376,446 +57%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$25.2M 1,031,535 +9,171 +0.9%
SPIA
113
Steward Partners Investment Advisory
New York
$24.9M 1,022,520 +146,490 +17%
LNC
114
Lincoln National Corp
Pennsylvania
$24.6M 1,008,573 +214,854 +27%
SHJ
115
Sharkey, Howes & Javer
Colorado
$24.4M 1,001,454 -420,270 -30%
LS
116
Leelyn Smith
Illinois
$24.4M 999,585 +163,776 +20%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$24.1M 989,079 -467,868 -32%
FANJ
118
Financial Architects (New Jersey)
New Jersey
$24.1M 987,423 +47,475 +5%
VDI
119
Vaughan David Investments
Illinois
$24M 985,677 +14,562 +1%
RCA
120
Reitz Capital Advisors
Michigan
$23.9M 980,826 +10,869 +1%
UCFA
121
United Capital Financial Advisors
Texas
$23.9M 980,664 +311,796 +47%
TA
122
TruWealth Advisors
Louisiana
$23.9M 979,089 +740,448 +310%
CRC
123
Curi RMB Capital
Illinois
$23.6M 966,066 -16,419 -2%
BFG
124
Berger Financial Group
Minnesota
$23.5M 962,946 +230,922 +32%
HI
125
Hudock Inc
Pennsylvania
$23.3M 955,776 +475,968 +99%
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5
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