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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,154 hedge funds and large institutions have $13.9B invested in Schwab US Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 640 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
-22
Holders Change %
-1.87%
% of All Funds
19.96%
Holding in Top 10
213
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.41%
% of All Funds
3.68%
New
93
Increased
640
Reduced
294
Closed
97
Calls
$53.2M
Puts
$23.1M
Net Calls
+$30.1M
Net Calls Change
+$3.42M

Top Buyers

1
MFG
Merit Financial Group
Georgia
$204M
2
Bank of America
Bank of America
North Carolina
$461M
3
RC
RegentAtlantic Capital
New Jersey
$85.7M
4
Ameriprise
Ameriprise
Minnesota
$423M
5
Morgan Stanley
Morgan Stanley
New York
$453M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$341M
2
CRC
Curi RMB Capital
Illinois
$22.6M
3
VWA
Visionary Wealth Advisors
Illinois
$3.88M
4
MAM
Madison Asset Management
Wisconsin
$24.6M
5
MNG
Manning & Napier Group
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
126
Park Avenue Securities
New York
$17.6M -$3.34M -151,008 -16%
AT
127
American Trust
Kentucky
$17.2M -$92.9K -4,197 -0.5%
AFP
128
Ausdal Financial Partners
Iowa
$17.2M +$915K +41,313 +6%
SPIA
129
Steward Partners Investment Advisory
New York
$17.1M +$1.99M +89,814 +13%
Goldman Sachs
130
Goldman Sachs
New York
$17.1M +$7.35M +331,746 +75%
VVP
131
Venture Visionary Partners
Ohio
$17.1M +$1.1M +49,545 +7%
CWC
132
Carolinas Wealth Consulting
North Carolina
$17.1M +$1.56M +70,671 +10%
NEPWA
133
New England Private Wealth Advisors
Massachusetts
$17M +$336K +15,195 +2%
SCA
134
Snowden Capital Advisors
New York
$16.9M +$13.4M +604,788 +386%
IA
135
IFP Advisors
Florida
$16.8M +$1.44M +86,517 +9%
CWM
136
CCG Wealth Management
California
$16.2M -$1.4M -63,228 -8%
LS
137
Leelyn Smith
Illinois
$16M -$1.65M -74,502 -9%
FGG
138
Financial Guidance Group
Florida
$16M +$1.24M +56,214 +8%
UCFA
139
United Capital Financial Advisors
Texas
$15.7M -$1.16M -52,476 -7%
EWA
140
EP Wealth Advisors
California
$15.6M +$11.5M +518,445 +278%
MAP
141
Milestone Advisory Partners
North Carolina
$15.6M +$1.75M +78,975 +13%
WIC
142
Whitegate Investment Counselors
New Hampshire
$15.5M +$514K +23,229 +3%
REMPR
143
Roof Eidam Maycock Peralta (REMP)
California
$15.4M +$456K +20,577 +3%
LA
144
LVW Advisors
New York
$15.4M +$2.18M +98,484 +16%
BFG
145
Berger Financial Group
Minnesota
$15.2M +$966K +43,644 +7%
CFS
146
CRA Financial Services
New Jersey
$15.2M +$761K +34,368 +5%
MTC
147
Matrix Trust Company
Colorado
$15.1M +$15.1M +683,043 New
MNG
148
Manning & Napier Group
New York
$15M -$15.3M – –
JJBC
149
James J. Burns & Company
New York
$14.9M +$14.9M +672,999 New
CAC
150
Certified Advisory Corp
Florida
$14.6M +$1.28M +57,594 +10%
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