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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 %
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$16.5M +$9.08M +357,843 +122%
HF
177
Halpern Financial
Virginia
$16.4M +$7.46M +296,130 +83%
MNG
178
Manning & Napier Group
New York
$16.4M -$15M – –
FFS
179
Founders Financial Securities
Maryland
$16.4M +$11.7M +463,422 +249%
PA
180
PFG Advisors
Arizona
$16.4M +$809K +32,139 +5%
AAS
181
Asset Allocation Strategies
Michigan
$16.2M +$16.2M +644,757 New
AG
182
Appleton Group
Wisconsin
$16.1M +$16.1M +641,139 New
CPG
183
Cornerstone Planning Group
New Jersey
$16M +$16M +637,851 New
FCM
184
Family Capital Management
Michigan
$15.9M +$15.9M +630,573 New
CAG
185
Csenge Advisory Group
Florida
$15.9M +$337K +13,371 +2%
MMA
186
Miracle Mile Advisors
California
$15.6M +$58.6K +2,328 +0.4%
BMCM
187
Bryn Mawr Capital Management
Pennsylvania
$15.4M -$293K -11,640 -2%
HCA
188
Heck Capital Advisors
Wisconsin
$15.1M -$292K -11,577 -2%
T
189
TRUADVICE
Florida
$14.9M +$14.9M +580,431 New
KC
190
Kades & Cheifetz
Pennsylvania
$14.8M +$14.8M +587,106 New
HI
191
Harbour Investments
Wisconsin
$14.7M +$7.73M +307,032 +111%
FCI
192
Financial Counselors Inc
Kansas
$14.7M -$5.73M -227,406 -28%
SFS
193
Sowell Financial Services
Arkansas
$14.6M +$12.3M +489,765 +556%
BI
194
Berkeley Inc
Idaho
$14.5M +$613K +24,327 +4%
BEAM
195
Baker Ellis Asset Management
Washington
$14.4M +$1.01M +40,029 +8%
BCM
196
Brookstone Capital Management
Illinois
$14.2M -$526K -20,316 -4%
CFP
197
Curran Financial Partners
South Carolina
$14.1M +$1.85M +73,368 +15%
IAS
198
Investment Advisory Services
Texas
$14M +$2.83M +111,774 +25%
KA
199
Kovack Advisors
Florida
$14M -$61.6K -2,445 -0.4%
GLLW
200
Graves Light Lenhart Wealth
Virginia
$13.8M +$694K +27,570 +5%
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