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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 %
CA
1226
Cornerstone Advisory
Maryland
– -$206K -8,610 Closed
TFCP
1227
Twin Focus Capital Partners
Massachusetts
– -$203K -8,505 Closed
SFG
1228
Synergy Financial Group
California
– -$201K -8,421 Closed
MWP
1229
Moller Wealth Partners
– -$201K -8,400 Closed
MDCM
1230
Morgan Dempsey Capital Management
Wisconsin
– -$188K -7,893 Closed
IA
1231
IFS Advisors
Kansas
– -$118K -4,974 Closed
AW
1232
ACG Wealth
Georgia
– -$115K -4,821 Closed
EW
1233
Evoke Wealth
California
– -$103K -4,311 Closed
PP
1234
PrairieView Partners
Minnesota
– -$73K -3,045 Closed
LC
1235
Legacy CG
Texas
– -$54K -2,250 Closed
CG
1236
Cutler Group
California
– -$50K -2,100 Closed
COCM
1237
Charter Oak Capital Management
New Hampshire
– -$43K -1,818 Closed
HS
1238
Horan Securities
United States
– -$32K -1,320 Closed
ACK
1239
Andrew C. Karlinski
– -$22K -915 Closed
BCMIO
1240
Beacon Capital Management Inc (Ohio)
Ohio
– -$20K -843 Closed
AWM
1241
Activest Wealth Management
Florida
– -$19K -798 Closed
SIAP
1242
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$19K -789 Closed
CCM
1243
Chilton Capital Management
Texas
– -$18K -741 Closed
1IA
1244
1834 Investment Advisors
Wisconsin
– -$17K -705 Closed
SFG
1245
Steward Financial Group
Texas
– -$16K -696 Closed
RIM
1246
Rockbridge Investment Management
New York
– -$8.24K -345 Closed
RWA
1247
RGT Wealth Advisors
Texas
– -$5K -192 Closed
TIM
1248
Tevis Investment Management
Texas
– -$4K -150 Closed
HFS
1249
Heritage Financial Services
Massachusetts
– -$2K -108 Closed
RCC
1250
Red Cedar Capital
Nebraska
– -$1K -60 Closed
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