SCHD icon

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 %
WMR
151
Wealth Management Resources
Rhode Island
$14.6M +$592K +26,718 +4%
IAN
152
Integrated Advisors Network
Texas
$14.5M -$1.71M -77,019 -11%
CWA
153
Clearview Wealth Advisors
Oregon
$14.3M +$1.4M +63,057 +11%
IWC
154
Integrated Wealth Concepts
Massachusetts
$14.2M +$5.68M +256,281 +67%
Two Sigma Advisers
155
Two Sigma Advisers
New York
$14.2M +$1.34M +60,600 +10%
IPW
156
Intergy Private Wealth
Colorado
$14.2M +$510K +23,013 +4%
TPCW
157
TD Private Client Wealth
New York
$14M +$588K +26,496 +4%
VNA
158
Valley National Advisers
Pennsylvania
$13.8M +$1.56M +66,723 +13%
PCM
159
Pennsylvania Capital Management
Pennsylvania
$13.8M +$1.01M +45,726 +8%
NRI
160
NFP Retirement Inc
California
$13.8M +$1.18M +53,130 +9%
NFG
161
Nadler Financial Group
Illinois
$13.8M +$2.98M +134,508 +28%
BMCM
162
Bryn Mawr Capital Management
Pennsylvania
$13.8M +$4.13M +186,699 +43%
CAP
163
Columbia Advisory Partners
Washington
$13.8M +$223K +10,071 +2%
MMA
164
Miracle Mile Advisors
California
$13.7M +$438K +19,779 +3%
PA
165
PFG Advisors
Arizona
$13.7M +$13.7M +617,544 New
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$13.7M +$6.86M +309,804 +101%
CAG
167
Csenge Advisory Group
Florida
$13.7M -$164K -7,407 -1%
EH
168
Equitable Holdings
New York
$13.6M +$4.84M +218,634 +56%
HCA
169
Heck Capital Advisors
Wisconsin
$13.5M +$350K +15,792 +3%
APA
170
American Portfolios Advisors
New York
$13.3M +$642K +28,971 +5%
PMG
171
ProVise Management Group
Florida
$13.3M -$674K -30,432 -5%
V
172
Veritable
Delaware
$13.2M +$2.75M +124,320 +26%
GRP
173
Global Retirement Partners
California
$13.2M +$5.58M +226,437 +73%
BCM
174
Brookstone Capital Management
Illinois
$12.8M +$2.8M +125,004 +28%
SCP
175
Shorepoint Capital Partners
Massachusetts
$12.6M +$48.6K +2,193 +0.4%
5 6
7
8 9