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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 %
PAM
1376
Peak Asset Management
Colorado
– -$227K -9,000 Closed
CCFM
1377
Clear Creek Financial Management
Washington
– -$225K -8,955 Closed
TCM
1378
Traynor Capital Management
Pennsylvania
– -$221K -8,784 Closed
CWA
1379
Continuum Wealth Advisors
New York
– -$220K -8,718 Closed
XS
1380
XR Securities
Illinois
– -$219K -8,682 Closed
BOM
1381
Bank of Marin
California
– -$218K -8,655 Closed
MW
1382
MBL Wealth
North Carolina
– -$214K -8,490 Closed
SWP
1383
Strategic Wealth Partners
Ohio
– -$214K -8,487 Closed
MIM
1384
Meixler Investment Management
Arizona
– -$211K -8,379 Closed
KWS
1385
Keystone Wealth Services
California
– -$208K -8,247 Closed
EWP
1386
Engrave Wealth Partners
Texas
– -$206K -8,166 Closed
AF
1387
Alerus Financial
North Dakota
– -$205K -8,160 Closed
E
1388
ETFidea
New York
– -$204K -8,091 Closed
AA
1389
Argent Advisors
Louisiana
– -$202K -8,013 Closed
MPCL
1390
My Personal CFO LLC
Washington
– -$198K -7,854 Closed
SC
1391
SouthState Corp
Florida
– -$157K -6,231 Closed
SSG
1392
Summit Securities Group
New York
– -$128K -5,100 Closed
CG
1393
Cutler Group
California
– -$112K -4,479 Closed
DWP
1394
Destiny Wealth Partners
Florida
– -$69.3K -2,751 Closed
EE
1395
EWG Elevate
California
– -$65.2K -2,592 Closed
FA
1396
Fiduciary Alliance
South Carolina
– -$58K -2,304 Closed
BL
1397
Balentine LLC
Georgia
– -$49.3K -1,956 Closed
GCM
1398
Gables Capital Management
Florida
– -$37.8K -1,500 Closed
AWM
1399
Accurate Wealth Management
Florida
– -$32.5K -1,260 Closed
R
1400
Rebalance
California
– -$23.1K -918 Closed
53 54 55
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