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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 %
BWM
176
BCGM Wealth Management
Indiana
$12.6M +$268K +11,049 +2%
GWM
177
Geneos Wealth Management
Colorado
$12.5M +$286K +12,930 +2%
SIM
178
Stratos Investment Management
Ohio
$12.4M -$439K -19,827 -3%
Prudential Financial
179
Prudential Financial
New Jersey
$12.4M +$2.35M +104,838 +23%
KA
180
Kovack Advisors
Florida
$12.3M +$127K +5,736 +1%
MA
181
Mutual Advisors
Nebraska
$12.2M +$6.03M +272,514 +97%
BI
182
Berkeley Inc
Idaho
$12.2M +$1.56M +70,587 +15%
NFG
183
Northeast Financial Group
Pennsylvania
$12.2M -$1.95M -88,149 -14%
WFPG
184
Waller Financial Planning Group
Ohio
$12.1M +$11.8K +531 +0.1%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$12M -$512K -23,106 -4%
PCM
186
Presidio Capital Management
California
$11.9M +$200K +9,027 +2%
BEAM
187
Baker Ellis Asset Management
Washington
$11.8M -$691K -31,209 -6%
IIC
188
Integrated Investment Consultants
Michigan
$11.7M +$85.2K +3,849 +0.7%
CT
189
Cambridge Trust
Massachusetts
$11.7M +$536K +24,228 +5%
GLLW
190
Graves Light Lenhart Wealth
Virginia
$11.6M +$146K +6,612 +1%
MCM
191
Mendel Capital Management
Arkansas
$11.5M +$80.9K +3,654 +0.7%
AWA
192
Acorn Wealth Advisors
Michigan
$11.2M +$307K +13,845 +3%
FCAS
193
First Command Advisory Services
Texas
$11.2M +$190K +8,613 +2%
FNC
194
First National Corp
Massachusetts
$11M +$180K +8,121 +2%
PD
195
Planning Directions
Pennsylvania
$10.7M +$685K +30,942 +7%
CFP
196
Curran Financial Partners
South Carolina
$10.7M +$4.88M +220,302 +83%
MWA
197
MFA Wealth Advisors
Pennsylvania
$10.7M +$425K +19,215 +4%
FFWA
198
FRG Family Wealth Advisors
Washington
$10.6M -$6.31K -285 -0.1%
ACM
199
Alpha Capital Management
Texas
$10.3M +$7.3M +329,742 +242%
DP
200
Denver PWM
Colorado
$10.2M -$446K -19,635 -4%
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