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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 %
LWM
1401
Liberty Wealth Management
California
– -$503K -21,105 Closed
ETIA
1402
Epic Trust Investment Advisors
Washington
– -$479K -19,659 Closed
GAG
1403
GM Advisory Group
New York
– -$469K -19,251 Closed
LSA
1404
L & S Advisors
California
– -$433K -17,748 Closed
CWA
1405
CM Wealth Advisors
Ohio
– -$410K -17,301 Closed
PP
1406
Prudential plc
United Kingdom
– -$413K -16,920 Closed
IWS
1407
Insight Wealth Strategies
California
– -$386K -15,840 Closed
GAM
1408
Gotham Asset Management
New York
– -$358K -14,691 Closed
GAM
1409
Grandview Asset Management
Pennsylvania
– -$352K -14,448 Closed
MWM
1410
MinichMacGregor Wealth Management
New York
– -$338K -13,872 Closed
Simplex Trading
1411
Simplex Trading
Illinois
– -$332K -13,617 Closed
WCA
1412
Waypoint Capital Advisors
Minnesota
– -$326K -13,383 Closed
OCM
1413
One Capital Management
California
– -$315K -12,927 Closed
FWA
1414
FOCUS Wealth Advisors
Texas
– -$299K -12,276 Closed
CPW
1415
Catalyst Private Wealth
California
– -$298K -12,213 Closed
SWA
1416
SFMG Wealth Advisors
Texas
– -$252K -10,323 Closed
AIP
1417
Almanack Investment Partners
Pennsylvania
– -$240K -9,846 Closed
Renaissance Technologies
1418
Renaissance Technologies
New York
– -$227K -9,300 Closed
WFM
1419
Wolff Financial Management
Michigan
– -$227K -9,297 Closed
OWA
1420
One Wealth Advisors
California
– -$212K -8,709 Closed
FWA
1421
Freedom Wealth Alliance
Wisconsin
– -$212K -8,688 Closed
CWM
1422
Calamos Wealth Management
Illinois
– -$207K -8,508 Closed
DIM
1423
Delta Investment Management
California
– -$206K -8,439 Closed
DACG
1424
Donor Advised Charitable Giving
California
– -$203K -8,310 Closed
1WM
1425
1900 Wealth Management
Texas
– -$205K -8,145 Closed
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