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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 %
IPW
176
Intergy Private Wealth
Colorado
$16.8M -$250K -10,260 -1%
HI
177
Harbour Investments
Wisconsin
$16.8M +$2.5M +102,573 +18%
TIA
178
Traphagen Investment Advisors
New Jersey
$16.6M +$16.6M +680,685 New
FCM
179
Family Capital Management
Michigan
$16.5M +$1.15M +47,100 +7%
FI
180
Financial Insights
Washington
$16.3M +$6.03M +247,464 +59%
PSCM
181
Per Stirling Capital Management
Texas
$16M -$13.2M -541,140 -45%
NDSI
182
Newman Dignan & Sheerar Inc
Rhode Island
$16M -$1.02M -41,946 -6%
D
183
Diversified
Delaware
$15.7M +$4.43M +181,575 +39%
MNG
184
Manning & Napier Group
New York
$15.5M -$16.4M – –
CFP
185
Curran Financial Partners
South Carolina
$15.5M +$1.92M +78,849 +14%
MMA
186
Miracle Mile Advisors
California
$15.3M +$127K +5,199 +0.8%
AT
187
Arden Trust
Delaware
$15.2M +$1.89M +77,646 +14%
BMCM
188
Bryn Mawr Capital Management
Pennsylvania
$15M +$124K +5,094 +0.8%
BI
189
Berkeley Inc
Idaho
$15M +$979K +40,143 +7%
CG
190
Clifford Group
Massachusetts
$14.7M +$11.5M +471,135 +353%
HCA
191
Heck Capital Advisors
Wisconsin
$14.7M +$127K +5,214 +0.9%
CBFP
192
Cedar Brook Financial Partners
Ohio
$14.7M +$4.6M +188,430 +45%
WLPWM
193
Walled Lake Planning & Wealth Management
Illinois
$14.7M +$4.39M +180,120 +43%
MAM
194
Madison Asset Management
Wisconsin
$14.6M -$15.8M -648,546 -52%
OPS
195
Orion Portfolio Solutions
Nebraska
$14.4M +$3.92M +160,662 +37%
BCI
196
Brinker Capital Investments
Pennsylvania
$14.4M +$12.3M +504,258 +594%
KC
197
Kades & Cheifetz
Pennsylvania
$14.2M -$144K -5,901 -1%
FNC
198
First National Corp
Massachusetts
$14.1M +$1.01M +41,316 +8%
GLLW
199
Graves Light Lenhart Wealth
Virginia
$14.1M +$697K +28,584 +5%
CAG
200
Csenge Advisory Group
Florida
$14M -$1.34M -54,849 -9%
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