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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 %
RW
126
RVW Wealth
California
$22.9M +$11.1M +460,191 +95%
NFW
127
Noble Family Wealth
Florida
$22.7M +$314K +12,978 +1%
CRC
128
Curi RMB Capital
Illinois
$22.7M -$680K -28,074 -3%
TPCW
129
TD Private Client Wealth
New York
$22.7M +$4.23M +174,555 +23%
MAM
130
McCarthy Asset Management
California
$22.5M -$2.97M -122,730 -12%
CWC
131
Carolinas Wealth Consulting
North Carolina
$22.2M +$718K +29,646 +3%
MAG
132
Members Advisory Group
New York
$22.2M -$249K -10,296 -1%
V
133
Veritable
Delaware
$21.7M +$1.62M +67,125 +8%
CFS
134
CRA Financial Services
New Jersey
$21.7M +$1.1M +45,534 +5%
AFP
135
Ausdal Financial Partners
Iowa
$21.7M +$191K +7,872 +0.9%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$21.6M -$4.75M -196,329 -18%
GRP
137
Global Retirement Partners
California
$21.2M -$449K -18,543 -2%
SFP
138
Sweet Financial Partners
Minnesota
$21.2M +$3.03M +125,187 +17%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$21.1M -$2.88M -119,049 -12%
OWM
140
Olympus Wealth Management
Utah
$21M +$394K +16,263 +2%
CPG
141
Cornerstone Planning Group
New Jersey
$20.8M +$20.8M +860,148 New
MA
142
Mutual Advisors
Nebraska
$20.7M -$93K -3,840 -0.4%
WFS
143
Walker Financial Services
Kentucky
$20.7M +$1.42M +58,488 +7%
FI
144
Financial Insights
Washington
$20.3M +$4.12M +170,073 +25%
BF
145
BOK Financial
Oklahoma
$20.3M +$9.89M +408,378 +95%
HCM
146
Hengehold Capital Management
Ohio
$20.2M -$191K -7,881 -0.9%
NRI
147
NFP Retirement Inc
California
$20.1M +$560K +23,130 +3%
RIA
148
Regal Investment Advisors
Michigan
$20M +$6.81M +281,277 +52%
AAS
149
Asset Allocation Strategies
Michigan
$19.7M +$16.3M +672,219 +479%
AAS
150
Ameritas Advisory Services
Nebraska
$19.7M -$34.5M -1,441,209 -64%
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