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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
DWM
3
Dechtman Wealth Management
Colorado
$79.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
OWM
5
Orgel Wealth Management
Wisconsin
$300M

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 Market Value Shares Shares
Change 		Shares
Change %
NHT
1426
New Hampshire Trust
New Hampshire
– – -2,231 Closed
LSA
1427
Lansing Street Advisors
Pennsylvania
– – -2,091 Closed
AWM
1428
Accel Wealth Management
Iowa
– – -2,070 Closed
GFL
1429
Granite FO LLC
New Hampshire
– – -2,000 Closed
LWCFA
1430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -993 Closed
FCA
1431
Fortis Capital Advisors
Kansas
– – -501 Closed
BA
1432
Bellwether Advisors
Nebraska
– – -401 Closed
TSW
1433
Thompson Siegel & Walmsley
Virginia
– – -370 Closed
PCA
1434
Providence Capital Advisors
North Carolina
– – -352 Closed
GCWM
1435
Graham Capital Wealth Management
District of Columbia
– – -348 Closed
YDMI
1436
Y.D. More Investments
Israel
– – -267 Closed
BFO
1437
Biltmore Family Office
North Carolina
– – -150 Closed
AWM
1438
Activest Wealth Management
Florida
– – -83 Closed
DCBT
1439
Dakota Community Bank & Trust
North Dakota
– – -30 Closed
GFWA
1440
Grey Fox Wealth Advisors
Delaware
– – -9 Closed
QCG
1441
Quadrant Capital Group
Ohio
– – -8 Closed
Parallax Volatility Advisers
1442
Parallax Volatility Advisers
California
– – -1 Closed
HT
1443
HAP Trading
New York
– – – –
MHS
1444
M Holdings Securities
Oregon
– – – –
Belvedere Trading
1445
Belvedere Trading
Illinois
– – – –
CG
1446
Cutler Group
California
– – – –
WIM
1447
Westside Investment Management
California
– – – –
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