SCHD icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
REMPR
1376
Roof Eidam Maycock Peralta (REMP)
California
– -$19.1M -783,537 Closed
KIM
1377
Karpus Investment Management
New York
– -$12.3M -505,056 Closed
BWM
1378
BCS Wealth Management
Tennessee
– -$7.87M -322,569 Closed
JWWM
1379
Johnson & White Wealth Management
Pennsylvania
– -$6.06M -248,571 Closed
BIP
1380
Blueprint Investment Partners
North Carolina
– -$5.76M -236,388 Closed
PWA
1381
Providence Wealth Advisors
Illinois
– -$5.5M -224,934 Closed
JAG
1382
Journey Advisory Group
Kentucky
– -$5.17M -211,803 Closed
SAS
1383
Sage Advisory Services
Texas
– -$4.56M -187,131 Closed
CAM
1384
Concorde Asset Management
Michigan
– -$4.45M -182,328 Closed
BDWCC
1385
B&D White Capital Company
Texas
– -$3.45M -141,363 Closed
F4L
1386
Fortune 45 LLC
Louisiana
– -$3.44M -141,120 Closed
SFMG
1387
Sage Financial Management Group
Virginia
– -$2.89M -118,551 Closed
Two Sigma Advisers
1388
Two Sigma Advisers
New York
– -$2.06M -84,600 Closed
LSA
1389
Lion Street Advisors
Texas
– -$2.02M -82,908 Closed
GFP
1390
Guardian Financial Partners
California
– -$1.96M -80,412 Closed
SCI
1391
Stableford Capital II
Arizona
– -$1.57M -62,157 Closed
FTUS
1392
Flow Traders U.S.
New York
– -$1.46M -59,994 Closed
YWS
1393
Yarger Wealth Strategies
Ohio
– -$1.35M -55,164 Closed
WA
1394
Wambolt & Associates
Colorado
– -$1.33M -54,090 Closed
CM
1395
Columbus Macro
Pennsylvania
– -$1.24M -51,000 Closed
GBWM
1396
Granite Bay Wealth Management
New Hampshire
– -$1.06M -43,398 Closed
TSS
1397
Two Sigma Securities
New York
– -$933K -38,244 Closed
OWM
1398
OneAscent Wealth Management
Alabama
– -$641K -26,280 Closed
SG
1399
StoneX Group
New York
– -$593K -24,333 Closed
KCM
1400
KM Capital Management
Texas
– -$539K -22,101 Closed
54 55
56
57 58