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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,317 hedge funds and large institutions have $19.1B invested in Schwab US Dividend Equity ETF in 2022 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 690 increasing their positions, 280 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+163
Holders Change %
+14.12%
% of All Funds
21.25%
Holding in Top 10
266
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+24.88%
% of All Funds
4.29%
New
229
Increased
690
Reduced
280
Closed
45
Calls
$99.5M
Puts
$49.3M
Net Calls
+$50.2M
Net Calls Change
+$20.1M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$649M
2
AAS
Avantax Advisory Services
Texas
$492M
3
LPL Financial
LPL Financial
California
$680M
4
Wells Fargo
Wells Fargo
California
$302M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$326M

Top Sellers

1
APW
Aurora Private Wealth
New Jersey
$1.99M
2
Two Sigma Investments
Two Sigma Investments
New York
$6.42M
3
MNG
Manning & Napier Group
New York
$16.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
OWM
Olympus Wealth Management
Utah
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
126
Carolinas Wealth Consulting
North Carolina
$22.9M +$3.47M +137,946 +18%
JIC
127
JRM Investment Counsel
Nebraska
$22.5M +$934K +37,104 +4%
CH
128
CVS Health
Rhode Island
$22.4M – – –
HCM
129
Hengehold Capital Management
Ohio
$22.2M -$43.2K -1,716 -0.2%
AFA
130
AllGen Financial Advisors
Florida
$22.1M -$486K -19,314 -2%
SPIA
131
Steward Partners Investment Advisory
New York
$22.1M +$2.56M +101,859 +13%
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$22M +$1.99M +78,858 +10%
VVP
133
Venture Visionary Partners
Ohio
$21.7M +$2.29M +90,792 +12%
CWM
134
Cedar Wealth Management
California
$21.7M +$12.8M +509,379 +144%
OWM
135
Olympus Wealth Management
Utah
$21.5M -$11.3M -449,619 -34%
AFP
136
Ausdal Financial Partners
Iowa
$21.1M +$1.57M +62,211 +8%
LS
137
Leelyn Smith
Illinois
$21M +$2.81M +111,720 +15%
EH
138
Equitable Holdings
New York
$21M +$5.59M +221,946 +36%
IWC
139
Integrated Wealth Concepts
Massachusetts
$20.8M +$4.69M +186,282 +29%
CA
140
Capital Advantage
California
$20.8M -$1.04M -41,487 -5%
DIP
141
DT Investment Partners
Pennsylvania
$20.4M -$305K -12,114 -1%
VNA
142
Valley National Advisers
Pennsylvania
$20.4M +$5.02M +193,671 +33%
LNC
143
Lincoln National Corp
Pennsylvania
$20M +$11.1M +441,204 +125%
CFS
144
CRA Financial Services
New Jersey
$19.7M +$2.46M +97,881 +14%
WFS
145
Walker Financial Services
Kentucky
$19.4M -$773K -31,716 -4%
IIC
146
Integrated Investment Consultants
Michigan
$19.2M +$5.92M +235,044 +44%
SCA
147
Snowden Capital Advisors
New York
$19.1M -$30K -1,191 -0.2%
ACA
148
Aspire Capital Advisors
Washington
$19.1M +$13.2M +523,407 +223%
REMPR
149
Roof Eidam Maycock Peralta (REMP)
California
$18.9M +$1.37M +54,327 +8%
CWM
150
CCG Wealth Management
California
$18.9M +$380K +15,090 +2%
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