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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.

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

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$638M
2
MIH
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
Wells Fargo
California
$254M
5
BDWCC
B&D White Capital Company
Texas
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1326
Bray Capital Advisors
Florida
$4.02K +$4.02K +165 New
CCMI
1327
Creative Capital Management Investments
California
$3.73K – – –
PFBT
1328
Parkside Financial Bank & Trust
Missouri
$2.95K +$2.95K +120 New
DCBT
1329
Dakota Community Bank & Trust
North Dakota
$2.2K -$55.6K -2,280 -96%
WWP
1330
WR Wealth Planners
Missouri
$1.61K +$1.1K +45 +214%
BLC
1331
Brown, Lisle/Cummings
Rhode Island
$1.46K – – –
CPA
1332
Cardiff Park Advisors
California
$1.08K -$7.57K -315 -88%
NC
1333
NewSquare Capital
Pennsylvania
$805 – – –
GFWA
1334
Grey Fox Wealth Advisors
Delaware
$664 -$2.14K -87 -76%
QCG
1335
Quadrant Capital Group
Ohio
$586 -$73 -3 -11%
IHWM
1336
Iron Horse Wealth Management
Iowa
$146 – – –
VCM
1337
Versant Capital Management
Arizona
$143 – – –
EAM
1338
Eukles Asset Management
Ohio
$73 – – –
Parallax Volatility Advisers
1339
Parallax Volatility Advisers
California
$73 +$73 +3 New
LF
1340
Lee Financial
Texas
$10 -$39.5K -1,569 Closed
LCM
1341
Logan Capital Management
Pennsylvania
$1 -$1 – –
PS
1342
Portfolio Strategies
New York
– -$31.4M -1,246,440 Closed
CH
1343
CVS Health
Rhode Island
– -$22.4M -891,018 Closed
PWS
1344
Precision Wealth Strategies
Missouri
– -$6.61M -262,383 Closed
MCA
1345
Magnolia Capital Advisors
Mississippi
– -$6.33M -251,343 Closed
APS
1346
American Planning Services
Florida
– -$3.18M -126,306 Closed
Millennium Management
1347
Millennium Management
New York
– -$3.16M -125,595 Closed
LFA
1348
LGT Financial Advisors
Texas
– -$2.65M -105,120 Closed
CI
1349
CX Institutional
Indiana
– -$1.99M -78,882 Closed
CWM
1350
Capital Wealth Management
Rhode Island
– -$1.95M -77,322 Closed
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