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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
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$309M
4
OWM
4
Orgel Wealth Management
Wisconsin
$300M
5
LPL Financial
5
LPL Financial
California
$782M

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 Holding Trade Value Shares
Change 		Shares
Change %
HFM
1351
Hartford Financial Management
Connecticut
$7.26K – – –
VCM
1352
Versant Capital Management
Arizona
$7.12K +$6.97K +288 +4,800%
SL
1353
Savior LLC
Massachusetts
$6.99K – – –
IFAM
1354
Institutional & Family Asset Management
Colorado
$6.83K – – –
CT
1355
Colonial Trust
South Carolina
$6.47K +$6.47K +279 New
NG
1356
NWK Group
California
$6.32K – – –
CP
1357
Castleview Partners
Texas
$5.44K +$72 +3 +1%
C
1358
Covestor
United Kingdom
$5K -$3.33K -138 -40%
WPWM
1359
Western Pacific Wealth Management
Illinois
$4.87K – – –
VAG
1360
VisionPoint Advisory Group
Texas
$4.87K +$4.87K +201 New
GBT
1361
Grove Bank & Trust
Florida
$4.79K – – –
BHWM
1362
Beaird Harris Wealth Management
Texas
$4.42K – – –
CNBTD
1363
Citizens National Bank Trust Department
Mississippi
$4.36K – – –
LFA
1364
Level Financial Advisors
New York
$4.14K – – –
BCA
1365
Bray Capital Advisors
Florida
$3.99K – – –
CCMI
1366
Creative Capital Management Investments
California
$3.7K – – –
TIM
1367
Thompson Investment Management
Wisconsin
$3.63K +$3.63K +150 New
PFBT
1368
Parkside Financial Bank & Trust
Missouri
$3.4K +$506 +21 +18%
BLC
1369
Brown, Lisle/Cummings
Rhode Island
$1.45K – – –
MIM
1370
Macroview Investment Management
Maryland
$1.09K +$1.09K +45 New
IHWM
1371
Iron Horse Wealth Management
Iowa
$145 – – –
EAM
1372
Eukles Asset Management
Ohio
$145 +$73 +3 +100%
IA
1373
IFS Advisors
Kansas
$55 – – –
LCM
1374
Logan Capital Management
Pennsylvania
$26 -$1 – –
LF
1375
Lee Financial
Texas
$10 -$10 – –
53 54
55
56 57