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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,335 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 698 increasing their positions, 385 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
21.37%
Holding in Top 10
262
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.5%
% of All Funds
4.19%
New
122
Increased
698
Reduced
385
Closed
73
Calls
$93.4M
Puts
$50.2M
Net Calls
+$43.2M
Net Calls Change
-$6.95M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$716M
2
LPL Financial
LPL Financial
California
$740M
3
RWM
Rezny Wealth Management
Florida
$64.7M
4
Cerity Partners
Cerity Partners
New York
$50.3M
5
FT
Fiduciary Trust
Massachusetts
$72.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$638M
2
MIH
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
Wells Fargo
California
$254M
5
BDWCC
B&D White Capital Company
Texas
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
151
Walker Financial Services
Kentucky
$19.4M – – –
FFS
152
Founders Financial Securities
Maryland
$19.2M +$3.34M +137,091 +21%
REMPR
153
Roof Eidam Maycock Peralta (REMP)
California
$19.1M +$793K +32,508 +4%
ACA
154
Aspire Capital Advisors
Washington
$18.7M +$262K +10,755 +1%
SFA
155
Souders Financial Advisors
Ohio
$18.7M -$6.07M -248,916 -25%
TPCW
156
TD Private Client Wealth
New York
$18.6M +$1.68M +68,577 +10%
CAC
157
Certified Advisory Corp
Florida
$18.3M +$1.92M +78,591 +12%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$18.3M +$9.46M +388,041 +107%
SFP
159
Sweet Financial Partners
Minnesota
$18.3M +$18.3M +750,501 New
RW
160
Regimen Wealth
Georgia
$18.3M +$14.6M +570,891 +402%
FGG
161
Financial Guidance Group
Florida
$18.2M +$608K +24,939 +3%
WIC
162
Whitegate Investment Counselors
New Hampshire
$18.1M +$131K +5,391 +0.7%
NEPWA
163
New England Private Wealth Advisors
Massachusetts
$18.1M +$104K +4,254 +0.6%
AWM
164
AE Wealth Management
Kansas
$18.1M +$8.83M +361,998 +96%
SCA
165
Snowden Capital Advisors
New York
$17.8M -$740K -30,336 -4%
CWM
166
CCG Wealth Management
California
$17.7M -$578K -23,685 -3%
PAS
167
Park Avenue Securities
New York
$17.5M +$882K +36,174 +5%
HF
168
Halpern Financial
Virginia
$17.4M +$1.54M +63,150 +10%
CAP
169
Columbia Advisory Partners
Washington
$17.3M -$349K -14,316 -2%
IIC
170
Integrated Investment Consultants
Michigan
$17.3M -$1.37M -56,370 -7%
VNA
171
Valley National Advisers
Pennsylvania
$17.2M -$2.03M -83,247 -11%
Prudential Financial
172
Prudential Financial
New Jersey
$17.1M +$995K +41,373 +6%
PA
173
PFG Advisors
Arizona
$17M +$1.2M +49,128 +8%
WMR
174
Wealth Management Resources
Rhode Island
$17M +$547K +22,422 +3%
MAP
175
Milestone Advisory Partners
North Carolina
$17M -$317K -13,017 -2%
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