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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$278M
2
CAM
2
Cresset Asset Management
Illinois
$124M
3
DWM
3
Dechtman Wealth Management
Colorado
$79.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
OWM
5
Orgel Wealth Management
Wisconsin
$300M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$661M
3
BWL
3
Bogart Wealth LLC
Virginia
$498K
4
CL
4
COWA LLC
Oklahoma
$3.72M
5
SW
5
SVB Wealth
Massachusetts
$36.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
101
Nadler Financial Group
Illinois
$28M 385,083 +14,879 +4%
SPC
102
Sigma Planning Corp
Michigan
$27.7M 380,808 -106,189 -22%
LNC
103
Lincoln National Corp
Pennsylvania
$26.7M 367,894 +31,703 +9%
LPAM
104
Lodestar Private Asset Management
California
$26.7M 367,359 -7,749 -2%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$26.2M 361,079 +17,234 +5%
LS
106
Leelyn Smith
Illinois
$25.8M 355,126 +21,931 +7%
TWM
107
Tradition Wealth Management
Minnesota
$25.7M 353,450 -66,409 -16%
VVP
108
Venture Visionary Partners
Ohio
$25.5M 350,467 +44,098 +14%
BFG
109
Berger Financial Group
Minnesota
$25.4M 349,166 +28,184 +9%
UCFA
110
United Capital Financial Advisors
Texas
$25.2M 346,678 +19,790 +6%
TA
111
TruWealth Advisors
Louisiana
$25.2M 346,493 +20,130 +6%
RA
112
RFG Advisory
Alabama
$24.9M 342,788 -50,711 -13%
VDI
113
Vaughan David Investments
Illinois
$24.6M 339,351 +10,792 +3%
FANJ
114
Financial Architects (New Jersey)
New Jersey
$24.5M 336,895 +7,754 +2%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$24.4M 335,640 +45,399 +16%
EH
116
Equitable Holdings
New York
$23.9M 328,933 +49,487 +18%
TLFA
117
True Link Financial Advisors
California
$23.8M 327,045 +327,045 New
AWM
118
Axxcess Wealth Management
California
$23.7M 326,213 -48,806 -13%
HI
119
Horizon Investments
North Carolina
$23.7M 326,092 +137,357 +73%
CG
120
Colony Group
Massachusetts
$23.4M 322,159 +16,781 +5%
HI
121
Hudock Inc
Pennsylvania
$23.3M 320,556 +1,964 +0.6%
MIA
122
Milestone Investment Advisors
Wisconsin
$23.1M 317,938 -128,797 -29%
PWMAG
123
Pinnacle Wealth Management Advisory Group
New Jersey
$23.1M 317,639 +10,805 +4%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$22.9M 315,150 +6,242 +2%
IA
125
IAM Advisory
Pennsylvania
$22.9M 315,102 +5,298 +2%
3 4
5
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